來(lái)源：市場(chǎng)資訊

（來(lái)源：正心谷資本）

2026年3月30日，復(fù)宏漢霖（2696.HK）宣布，公司自主研發(fā)的抗PD-1單抗 H藥 漢斯?fàn)?（斯魯利單抗，歐洲商品名：Hetronifly?）獲得歐洲藥品管理局（EMA）人用藥品委員會(huì)（CHMP）兩項(xiàng)積極意見(jiàn)，推薦批準(zhǔn)其聯(lián)合化療用于一線治療局部晚期或轉(zhuǎn)移性非鱗狀非小細(xì)胞肺癌（nsqNSCLC）和用于PD-L1陽(yáng)性的不可切除的局部晚期、復(fù)發(fā)或轉(zhuǎn)移性食管鱗狀細(xì)胞癌（ESCC）。此前，H藥已在歐盟獲批一線治療廣泛期小細(xì)胞肺癌（ES-SCLC）。根據(jù)歐盟法規(guī)，CHMP的積極意見(jiàn)將提交至歐盟委員會(huì)進(jìn)行最終審議，若順利獲批，H藥在歐盟成員國(guó)及歐洲經(jīng)濟(jì)區(qū)國(guó)家的適應(yīng)癥范圍將得到進(jìn)一步拓展。

復(fù)宏漢霖執(zhí)行董事、首席執(zhí)行官

朱俊博士表示

CHMP發(fā)布的積極意見(jiàn)，是對(duì)H藥卓越臨床價(jià)值和堅(jiān)實(shí)科學(xué)證據(jù)的有力印證，也標(biāo)志著我們?cè)谕卣谷蚩鼓[瘤版圖上的又一重要里程碑。肺癌和消化道腫瘤是嚴(yán)重威脅人類(lèi)健康的重大疾病，在歐洲乃至全球仍存在巨大且迫切的未滿足臨床需求。這兩項(xiàng)新適應(yīng)癥若能順利獲批，將為當(dāng)?shù)鼗颊邘?lái)新的治療選擇和生存獲益。未來(lái)，我們將持續(xù)推進(jìn)創(chuàng)新療法的全球開(kāi)發(fā)與注冊(cè)進(jìn)程，攜手合作伙伴加速推動(dòng)創(chuàng)新成果惠及更多患者。

堅(jiān)實(shí)臨床數(shù)據(jù)支撐，療效與安全性獲權(quán)威認(rèn)可

此次CHMP積極意見(jiàn)主要基于ASTRUM-002和ASTRUM-007兩項(xiàng)研究結(jié)果。相關(guān)研究均為隨機(jī)、雙盲、多中心III期臨床試驗(yàn)，旨在評(píng)估斯魯利單抗在相應(yīng)適應(yīng)癥患者中的療效和安全性。相關(guān)研究結(jié)果已在國(guó)際學(xué)術(shù)會(huì)議及學(xué)術(shù)期刊上公布。這兩項(xiàng)臨床證據(jù)此前已分別支持H藥用于一線治療nsqNSCLC和ESCC的適應(yīng)癥在中國(guó)獲批上市。

ASTRUM-002由國(guó)家癌癥中心/國(guó)家腫瘤臨床醫(yī)學(xué)研究中心/中國(guó)醫(yī)學(xué)科學(xué)院北京協(xié)和醫(yī)學(xué)院腫瘤醫(yī)院石遠(yuǎn)凱教授擔(dān)任牽頭主要研究者，旨在研究斯魯利單抗聯(lián)合化療（卡鉑-培美曲塞）對(duì)比化療（卡鉑-培美曲塞）一線治療晚期nsqNSCLC的療效與安全性。研究結(jié)果表明，斯魯利單抗組的無(wú)進(jìn)展生存期（PFS）顯著延長(zhǎng)，達(dá)到預(yù)設(shè)的優(yōu)效標(biāo)準(zhǔn)，且具有良好的安全性。ASTRUM-002研究的最終分析結(jié)果入選ESMO大會(huì)的LBA（Late-breaking Abstract），以口頭匯報(bào)形式首次正式公布總生存期（OS）數(shù)據(jù)。最終分析結(jié)果顯示，斯魯利單抗聯(lián)合化療組的中位總生存期（mOS）達(dá)到26.8個(gè)月，成功突破兩年的長(zhǎng)期生存獲益。

ASTRUM-007由國(guó)家癌癥中心/國(guó)家腫瘤臨床醫(yī)學(xué)研究中心/中國(guó)醫(yī)學(xué)科學(xué)院北京協(xié)和醫(yī)學(xué)院腫瘤醫(yī)院黃鏡教授擔(dān)任牽頭主要研究者，旨在研究斯魯利單抗對(duì)比安慰劑聯(lián)合化療（順鉑+5-FU）在既往未接受治療、PD-L1陽(yáng)性的晚期ESCC患者中的療效和安全性。研究結(jié)果顯示，斯魯利單抗聯(lián)合化療帶來(lái)了總生存期（OS）和無(wú)進(jìn)展生存期（PFS）的全面生存獲益，并具備良好的安全性。ASTRUM-007研究此前刊登于國(guó)際權(quán)威期刊Nature Medicine。

歐洲商業(yè)化穩(wěn)步推進(jìn)，可及性持續(xù)提升

作為全球首個(gè)獲批用于廣泛期小細(xì)胞肺癌（ES-SCLC）一線治療的抗PD-1單抗，H藥自2025年2月獲得歐盟委員會(huì)批準(zhǔn)上市以來(lái)，復(fù)宏漢霖?cái)y手歐盟區(qū)域合作伙伴Intas子公司Accord，持續(xù)推進(jìn)其在歐洲的準(zhǔn)入與落地進(jìn)程。截至目前，H藥已在12個(gè)歐盟國(guó)家實(shí)現(xiàn)上市銷(xiāo)售，并已在奧地利、丹麥、德國(guó)、愛(ài)爾蘭、意大利、西班牙和瑞典等7個(gè)歐盟成員國(guó)納入醫(yī)?；蚬仓Ц扼w系，進(jìn)入當(dāng)?shù)刂髁麽t(yī)療保障體系，進(jìn)一步提升符合適應(yīng)癥患者的治療可及性。

在歐盟市場(chǎng)，創(chuàng)新藥物通常需要經(jīng)過(guò)嚴(yán)格的衛(wèi)生技術(shù)評(píng)估（HTA），綜合考量臨床療效、安全性、患者獲益及成本效益等多方面因素。根據(jù)2025年4月IQVIA發(fā)布的歐洲創(chuàng)新藥可及性研究報(bào)告（數(shù)據(jù)周期2020-2023），創(chuàng)新藥在歐洲納入醫(yī)保平均周期為578天1。H藥則在歐盟獲批一年內(nèi)即實(shí)現(xiàn)多國(guó)醫(yī)保覆蓋，體現(xiàn)了其臨床價(jià)值及在成熟醫(yī)療體系中的可及性潛力。

機(jī)制優(yōu)勢(shì)賦能，全球研發(fā)與注冊(cè)持續(xù)推進(jìn)

憑借其差異化的機(jī)制，H藥在多種實(shí)體瘤的治療中展現(xiàn)出獨(dú)特優(yōu)勢(shì)，該藥物不僅具備更強(qiáng)的PD-1內(nèi)吞作用，可減少T細(xì)胞表面PD-1受體2，實(shí)現(xiàn)快速、強(qiáng)效的免疫激活；還能減少PD-1對(duì)共刺激分子CD28的募集，從而更大程度保留CD28信號(hào)傳導(dǎo)3-5，增強(qiáng)下游AKT蛋白活性6，促進(jìn)T細(xì)胞持續(xù)活化。聚焦肺癌與消化道腫瘤，H藥已在中國(guó)獲批用于治療鱗狀非小細(xì)胞肺癌（sqNSCLC）、廣泛期小細(xì)胞肺癌（ES-SCLC）、食管鱗癌（ESCC）及非鱗狀非小細(xì)胞肺癌（nsqNSCLC）等多個(gè)適應(yīng)癥，并已在中國(guó)、英國(guó)、歐盟、新加坡、印度、瑞士、秘魯?shù)?0多個(gè)國(guó)家和地區(qū)獲批上市，覆蓋全球近半數(shù)人口。

與此同時(shí)，復(fù)宏漢霖正全面推進(jìn)H藥的全球臨床開(kāi)發(fā)計(jì)劃，目前已在全球開(kāi)展超過(guò)10項(xiàng)腫瘤免疫聯(lián)合治療研究，累計(jì)入組患者超過(guò)5,100例，并在美國(guó)和日本同步開(kāi)展ES-SCLC的橋接試驗(yàn)。在消化道腫瘤領(lǐng)域，III期臨床研究（ASTRUM-006）評(píng)估了H藥聯(lián)合化療作為新輔助治療，以及H藥單藥作為輔助治療用于胃癌圍手術(shù)期的治療方案。該研究是全球首個(gè)以術(shù)后免疫單藥替代術(shù)后輔助化療的胃癌圍手術(shù)期治療方案，是該領(lǐng)域的重要臨床突破7。作為全球首個(gè)胃癌圍手術(shù)期以免疫單藥取代術(shù)后輔助化療的治療方案，該適應(yīng)癥上市許可申請(qǐng)已獲CDE受理并被納入優(yōu)先審評(píng)，有望于2026年于中國(guó)獲批。在結(jié)直腸癌領(lǐng)域，III期國(guó)際多中心臨床研究（ASTRUM-015）已完成患者入組。該研究評(píng)估了H藥聯(lián)合貝伐珠單抗及化療用于轉(zhuǎn)移性結(jié)直腸癌（mCRC）一線治療的療效與安全性。同時(shí)，其II期臨床的最新數(shù)據(jù)進(jìn)一步凸顯了H藥在帶來(lái)高疾病負(fù)擔(dān)的惡性消化道腫瘤領(lǐng)域持續(xù)拓展臨床價(jià)值的潛力8。

未來(lái)，復(fù)宏漢霖將持續(xù)推進(jìn)H藥在全球范圍內(nèi)的注冊(cè)和臨床開(kāi)發(fā)，進(jìn)一步拓展其在不同腫瘤類(lèi)型中的治療潛力。

關(guān)于復(fù)宏漢霖

復(fù)宏漢霖（2696.HK）是一家國(guó)際化創(chuàng)新生物制藥企業(yè)，致力于為全球患者提供高品質(zhì)、可負(fù)擔(dān)的生物藥，產(chǎn)品覆蓋腫瘤、自身免疫疾病、眼科疾病等領(lǐng)域。自2010年成立以來(lái)，公司已構(gòu)建涵蓋全球研發(fā)、臨床、注冊(cè)、生產(chǎn)及商業(yè)化的全產(chǎn)業(yè)鏈平臺(tái)，擁有全球員工近4,000人，并在中國(guó)、美國(guó)和日本等多地設(shè)有運(yùn)營(yíng)及分支機(jī)構(gòu)。依托生物類(lèi)似藥形成的穩(wěn)健現(xiàn)金流反哺創(chuàng)新研發(fā)，復(fù)宏漢霖正穩(wěn)步邁入“全球化2.0”階段，持續(xù)打造可復(fù)制、可持續(xù)的全球增長(zhǎng)模式。截至2026年初，公司共有10款產(chǎn)品在全球60個(gè)國(guó)家和地區(qū)獲批上市，其中7款已在中國(guó)獲批。在歐美主流生物藥市場(chǎng)，復(fù)宏漢霖亦取得多項(xiàng)里程碑式突破，已有4款產(chǎn)品獲得美國(guó)FDA批準(zhǔn)、4款產(chǎn)品獲得歐盟EC批準(zhǔn)，充分體現(xiàn)了公司在研發(fā)體系、質(zhì)量管理及生產(chǎn)能力方面已全面對(duì)標(biāo)國(guó)際最高標(biāo)準(zhǔn)。

在創(chuàng)新驅(qū)動(dòng)方面，復(fù)宏漢霖依托上海、美國(guó)等多地協(xié)同布局的研發(fā)體系，構(gòu)建了多元化、平臺(tái)化的創(chuàng)新技術(shù)矩陣，覆蓋免疫檢查點(diǎn)抑制劑、免疫細(xì)胞銜接器（包括多特異性TCE）、抗體偶聯(lián)藥物（ADC）以及AI驅(qū)動(dòng)的早期研發(fā)平臺(tái)等前沿方向。目前，公司擁有50余項(xiàng)處于早期階段的創(chuàng)新資產(chǎn)，其中約70%具備同類(lèi)最佳（Best-in-Class）潛力，并在全球同步推進(jìn)30余項(xiàng)臨床研究。核心產(chǎn)品H藥 漢斯?fàn)?（斯魯利單抗，歐洲商品名：Hetronifly?）作為全球首個(gè)獲批一線治療小細(xì)胞肺癌的抗PD-1單抗，正加速全球布局，已在全球40余個(gè)市場(chǎng)獲批上市；同時(shí)，多款潛力創(chuàng)新資產(chǎn)，包括PD-L1 ADC HLX43及新表位HER2單抗HLX22正全面推進(jìn)全球關(guān)鍵性臨床研究。依托通過(guò)中、歐、美三地GMP認(rèn)證的生產(chǎn)體系，復(fù)宏漢霖已建成總產(chǎn)能達(dá)84,000升的生物藥生產(chǎn)平臺(tái)，形成覆蓋全球六大洲的穩(wěn)定供應(yīng)網(wǎng)絡(luò)。未來(lái)，復(fù)宏漢霖將始終堅(jiān)持以患者為中心，聚焦未滿足的臨床需求，持續(xù)推動(dòng)創(chuàng)新成果向臨床價(jià)值與患者可及轉(zhuǎn)化，在全球生物醫(yī)藥創(chuàng)新生態(tài)中創(chuàng)造長(zhǎng)期而穩(wěn)健的價(jià)值。

Henlius Receives Two Positive CHMP Opinions for Serplulimab, Advancing Global Regulatory Progress

• The Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has issued two positive opinions recommending new indications for serplulimab in 30 EEA countries

• As the world’s first anti-PD-1 monoclonal antibody approved for first-line treatment of extensive-stage small cell lung cancer (ES-SCLC), serplulimab has been launched in 12 EU countries and included in reimbursement schemes in 7

• Serplulimab has been approved in over 40 countries and regions worldwide, covering nearly half of the global population

Shanghai, China – March 30, 2026 – Shanghai Henlius Biotech, Inc. (2696.HK) today announced that its self-developed anti-PD-1 monoclonal antibody, serplulimab (trade name in Europe: Hetronifly?), has received two positive opinions from the European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP). The CHMP recommends approval of serplulimab in combination with chemotherapy for the first-line treatment of adult patients with locally advanced or metastatic non-squamous non-small cell lung carcinoma (nsqNSCLC) and with unresectable locally advanced, recurrent or metastatic esophageal squamous cell carcinoma (ESCC) (whose tumours express PD-L1 with a CPS ≥ 5.).

Serplulimab has previously been approved in the European Union (EU) for the first-line treatment of extensive-stage small cell lung cancer (ES-SCLC). Under EU regulatory procedures, the CHMP’s positive opinion will be submitted to the European Commission (EC) for final decision. If approved by the EC, the indications of serplulimab in the EU Member States and the European Economic Area (EEA) will be further expanded.

Dr. Jason Zhu, Executive Director and Chief Executive Officer of Henlius, said: “The positive CHMP opinions strongly validate the clinical value and robust scientific evidence of serplulimab, marking another significant milestone in expanding our global oncology footprint. Lung cancer and gastrointestinal tumours pose severe threats to human health, representing substantial and urgent unmet medical needs in Europe and globally. If approved, these two new indications will provide local patients with new treatment options and survival benefits. Moving forward, we will continuously advance the global development and regulatory submissions of our innovative therapies, working alongside our partners to accelerate the delivery of clinical benefits to more patients.”

Robust Clinical Evidence with Recognized Efficacy and Safety

The CHMP opinions are primarily based on results from the ASTRUM-002 and ASTRUM-007 studies. These two Phase 3 clinical trials previously supported the approval of serplulimab in China for first-line treatment of nsqNSCLC and ESCC, respectively.

Both studies are randomized, double-blind, multicentre Phase 3 trials designed to evaluate the efficacy and safety of serplulimab in the respective patient populations. Results have been presented at international academic conferences and published in peer-reviewed journals.

ASTRUM-002, led by Professor Yuankai Shi from National Cancer Center/National Clinical Research Center for Cancer/Cancer Hospital, Chinese Academy of Medical Sciences and Peking Union Medical College, evaluated serplulimab in combination with chemotherapy (carboplatin and pemetrexed) versus chemotherapy alone in patients with advanced nsqNSCLC. The study demonstrated a statistically significant improvement in progression-free survival (PFS), meeting its primary endpoint with a favourable safety profile. Final results of ASTRUM-002 were presented as a late-breaking abstract at the European Society for Medical Oncology Annual Meeting (ESMO), showing a median overall survival (mOS) for the serplulimab plus chemotherapy group reached 26.8 months, successfully surpassing the two-year mark.

ASTRUM-007, led by Professor Jing Huang from National Cancer Center/National Clinical Research Center for Cancer/Cancer Hospital, Chinese Academy of Medical Sciences and Peking Union Medical College, evaluated serplulimab in combination with chemotherapy (cisplatin and 5-FU) versus placebo plus chemotherapy in previously untreated patients with PD-L1-positive advanced ESCC. The study demonstrated significant improvements in both overall survival (OS) and progression-free survival (PFS), with a favourable safety profile. The results were published in Nature Medicine.

Steady Commercialization and Enhanced Accessibility in Europe

As the world’s first anti-PD-1 monoclonal antibody approved for first-line treatment of ES-SCLC, serplulimab has made steady progress in the European market since receiving EC approval in February 2025.

Henlius, together with its EU regional partner Accord Healthcare Ltd (“Accord”), a subsidiary of Intas, has continued to drive market access and commercialization efforts in Europe. To date, Hetronifly? has been launched in 12 EU countries and has been reimbursed in Austria, Denmark, Germany, Ireland, Italy, Spain and Sweden so far, entering mainstream healthcare systems and supporting improved outcomes for eligible patients.

Reimbursement decisions in the EU are typically subject to stringent health technology assessment (HTA) processes, evaluating clinical efficacy, safety, patient benefit and cost-effectiveness. According to IQVIA, the average reimbursement approval lead time cross EU Member States is 578 days. 1

Achieving reimbursement coverage across multiple Member States within one year of EU approval reflects recognition of the clinical value and real-world applicability of serplulimab within mature European healthcare systems. It also marks a key step in transitioning from regulatory approval to broader patient accessibility across the region.

Differentiated Mechanism and Global R&D Advancement

Serplulimab demonstrates unique advantages in treating various solid tumours via its differentiated mechanism of action. The drug not only induces stronger PD-1 internalization, reducing PD-1 receptor presence on T cells for rapid and potent immune activation 2—but also minimizes PD-1-mediated recruitment of the co-stimulatory molecule CD28, thereby preserving CD28 signalling, 3-5 enhancing downstream AKT activity, 6 and promoting sustained T-cell activation.

Serplulimab has been approved in China for the treatment of squamous non-small cell lung cancer (sqNSCLC), ES-SCLC, ESCC, and nsqNSCLC. Up to date, it has been approved in over 40 countries and regions including China, the United Kingdom, the European Union, Singapore, India, Switzerland, and Peru, covering nearly half of the global population.

Henlius continues to advance an extensive global clinical programme for serplulimab, with more than 10 combination immunotherapy studies ongoing worldwide and over 5,100 patients enrolled. Bridging studies for ES-SCLC are being conducted in the United States and Japan.

In gastrointestinal cancers, ASTRUM-006, the phase 3 study is evaluating serplulimab in perioperative gastric cancer, including neoadjuvant combination therapy and adjuvant monotherapy, representing a novel treatment approach. 7 As the world’s first perioperative regimen for gastric cancer to replace adjuvant chemotherapy with immunotherapy monotherapy, its New Drug Application (NDA) has been accepted by the National Medical Products Administration (NMPA) and granted Priority Review. The indication is expected to be approved in China in 2026. In colorectal cancer, ASTRUM-015, the global phase 3 study evaluating serplulimab in combination with bevacizumab and chemotherapy for first-line treatment of metastatic colorectal cancer (mCRC) has completed patient enrolment, while emerging data from its phase 2 stage further underscore serplulimab’s potential to expand its clinical value across high-burden gastrointestinal malignancies.8

Looking ahead, Henlius will continue to advance global registration and clinical development of serplulimab, further expanding its potential across tumour types and bringing innovative treatment options to patients worldwide.

About Henlius

Shanghai Henlius Biotech, Inc. (2696.HK) is a global, innovation-driven biopharmaceutical company committed to delivering high-quality, affordable biologic therapies to patients worldwide. The Company focuses on major disease areas including oncology, autoimmune diseases, and ophthalmic diseases. Founded in 2010, Henlius has established an integrated, end-to-end biopharmaceutical platform encompassing global R&D, clinical operations, regulatory affairs, manufacturing, and commercialisation. The Company employs nearly 4,000 people globally and operates across multiple regions, including China, the United States, and Japan. Leveraging the stable cash flow generated from its biosimilar portfolio to support innovation, Henlius is steadily advancing into its “Globalisation 2.0” phase, building a scalable and sustainable global growth model. As of early 2026, Henlius has achieved regulatory approvals for 10 products across 60 countries and regions worldwide, including seven approvals in China. The Company has also reached multiple milestones in major biopharmaceutical markets, with four products approved by the U.S. Food and Drug Administration (FDA) and four products approved by the European Commission (EC), reflecting its globally aligned R&D capabilities, quality systems, and manufacturing standards.

Driven by innovation, Henlius has built a diversified, platform-based technology ecosystem through coordinated R&D efforts across Shanghai, the United States, and other regions. Its innovation platforms span immune checkpoint inhibitors, immune cell engager technologies (including multispecific T cell engagers), antibody-drug conjugates (ADCs), and AI-enabled early discovery platforms. The Company currently has more than 50 early-stage innovative assets, approximately 70% of which are expected to be best-in-class, with over 30 clinical trials ongoing globally. Henlius’ core product, serplulimab (trade name: Hetronifly? in Europe), is the world’s first anti–PD-1 mAb approved for first-line treatment of small cell lung cancer and has been approved in more than 40 markets worldwide with an accelerated globalisation process. In parallel, multiple high-potential innovative assets—including the PD-L1 ADC HLX43 and the novel epitope anti-HER2 mAb HLX22—are advancing through global pivotal clinical development. Supported by a biologics manufacturing network with a total capacity of 84,000L and GMP certifications from regulatory authorities in China, Europe, and the United States, Henlius has established a stable global supply system serving six continents. Guided by a patient-centred mission, Henlius remains focused on addressing unmet medical needs and translating scientific innovation into meaningful clinical value and patient access, contributing sustainably to the global biopharmaceutical ecosystem.

To learn more about Henlius, visit https://www.henlius.com/en/index.html and connect with us on LinkedIn at https://www.linkedin.com/company/henlius/.

References

1.EFPIA Patients W.A.I.T. Indicator 2024 Survey, IQVIA, published in Apr.2025

2.Issafras H, et al. Structural basis of HLX10 PD-1 receptor recognition, a promising anti-PD-1 antibody clinical candidate for cancer immunotherapy. PLoS One. 2021;16(12):e0257972.

3.Hui E, et al. T cell costimulatory receptor CD28 is a primary target for PD-1-mediated inhibition. Science. 2017;355(6332):1428-1433.

4.Patsoukis N, et al. Interaction of SHP-2 SH2 domains with PD-1 ITSM induces PD-1 dimerization and SHP-2 activation. Commun Biol. 2020;3(1):128.

5.Fenwick C, et al. Tumor suppression of novel anti-PD-1 antibodies mediated through CD28 costimulatory pathway. J Exp Med. 2019;216(7):1525-1541.

6.Primavera E, et al. Computer-Aided Identification of Kinase-Targeted Small Molecules for Cancer: A Review on AKT Protein. Pharmaceuticals (Basel). 2023;16(7):993.

7.China NMPA Accepts NDA and Grants Priority Review to Serplulimab for Neo-/Adjuvant Treatment of Gastric Cancer. Henlius. December 12, 2025. Accessed December,232025. https://www.henlius.com/en/NewsDetails-5670-26.html

8.Wang ZX, Peng J, Liang X, et al. First-line serplulimab in metastatic colorectal cancer: Phase 2 results of a randomized, double-blind, phase 2/3 trial. Med. 2024;5(9):1150-1163.e3. doi:10.1016/j.medj.2024.05.009

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投資者：IR@Henlius.com