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October 22, 2025

Innovent and Takeda Partner to Develop Next-Gen IO and ADC Therapies

Abstract

Breakthrough Clinical Results

Innovent Biologics and Takeda have entered into a global strategic partnership to co-develop and commercialize Innovent's next-generation immuno-oncology (IO) and antibody-drug conjugate (ADC) therapies. The collaboration focuses on IBI363 (PD-1/IL-2α-bias), IBI343 (CLDN18.2 ADC), and IBI3001 (EGFR/B7H3 ADC). Takeda will lead co-development and co-commercialization efforts for IBI363 in the U.S. and will have exclusive rights for IBI343 and an option for IBI3001 outside Greater China. Innovent will receive a US$1.2 billion upfront payment and potential milestones up to US$11.4 billion.

Key Highlights

  • Innovent and Takeda to co-develop IBI363 (PD-1/IL-2α-bias) globally and co-commercialize in the U.S.
  • Takeda gains exclusive rights to IBI343 (CLDN18.2 ADC) outside Greater China.
  • Takeda secures an option for IBI3001 (EGFR/B7H3 ADC) outside Greater China.
  • Innovent receives US$1.2 billion upfront and potential milestones up to US$11.4 billion.

Emerging Unmet Needs

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Key Unmet Needs and Targeted Populations in Cancer Treatment

Therapeutic Challenges

  • Therapeutic resistance remains significant as cancer cells depend on multiple pathways for growth and survival, limiting treatment effectiveness
  • Combination therapy has emerged to enhance efficacy and minimize resistance and side effects
  • MDM2 inhibition alone is inadequate for long-term tumor suppression
  • The immunosuppressive tumor microenvironment (TME) diminishes immunotherapy effectiveness by suppressing immune cell activity

Cancer-Specific Unmet Needs

  • Pancreatic ductal adenocarcinoma (PDAC) has one of the lowest 5-year survival rates, with immunotherapy largely ineffective due to the immunosuppressive environment
  • Metastatic triple-negative breast cancer (mTNBC) shows only small, clinically insignificant improvements in survival (10.9 to 11.9 months)
  • Ovarian cancer remains the most lethal gynecological malignancy with 5-year survival not significantly improving despite new targeted therapies
  • Unresectable or metastatic gastric cancer prognosis remains poor despite advances in immunotherapy and molecular targeted therapy
  • Pancreatic cancer shows limited treatment response with no established biomarkers to guide drug selection

Vulnerable Populations

  • Elderly cancer patients require specialized strategies due to drastic side effects of cytotoxic agents and gut microbiota changes affecting immunotherapy efficacy
  • Patients with actinic keratosis suffering from field cancerization and immunosuppression face severe disease course including metastasis
  • High-risk bladder cancer patients experience poorer prognosis and diminished responses to immunotherapy
  • MGMT non-methylated GBM patients, especially elderly patients, face treatment challenges
  • Patients with BRCA1 variation in breast cancer had more aggressive tumor characteristics and worse survival outcomes

Treatment-Related Challenges

  • Immune-related adverse events (irAEs) are significant with immune checkpoint inhibitors (ICIs), especially when combined with chemotherapy
  • CTLA-4 inhibitors have higher rates of immune-related adverse events compared to PD-1/PD-L1 inhibitors
  • Severe cutaneous toxicities can lead to discontinuation of ICI therapy
  • Combination of immunotherapy with chemotherapy shows higher risk of treatment discontinuation due to adverse events compared to monotherapy

Emerging Approaches

  • Metformin in nanomedicine formulation shows potential in reprogramming the immunosuppressive TME
  • PD-(L)1 inhibitors have shown effectiveness in multiple cancer types, though evidence remains controversial in gastroesophageal and colorectal tumors
  • Increased spleen volume after immunotherapy initiation in advanced hepatocellular carcinoma was associated with higher disease control rate
  • Integrative medicine services are being provided alongside disease-directed therapy for pediatric patients with hematologic and oncologic diagnoses
  • BRAF or MEK inhibitors achieved 21% complete response rates in malignant histiocytoses patients

Study Design Parameters

Study Design Parameters and Endpoints in Key Cancer Trials

Study Designs

Recent cancer trials have employed diverse study designs including: - Retrospective analyses (e.g., 2024 study on advanced pancreatic cancer) - Prospective trials - Randomized clinical trials (e.g., OCOG-ALMERA trial) - Systematic reviews and meta-analyses (e.g., 2024 study on brain tumour surgeries)

The OCOG-ALMERA trial (NCT02115464, 2024) was a phase II randomized clinical trial investigating metformin with concurrent chemoradiotherapy in locally advanced non-small cell lung cancer.

Primary Endpoints

Common primary endpoints observed across studies include: - Overall survival (OS) - used in studies on advanced pancreatic cancer, esophageal squamous cell carcinoma, and musculoskeletal malignancy - Progression-free survival (PFS) - used as primary or secondary endpoint in multiple studies - Treatment-related adverse events - graded using Common Terminology Criteria for Adverse Events 5.0 (CTCAE 5.0) - Gross total resection (GTR) rates in brain tumor surgeries - Disease-free survival (DFS) in ER+/HER2- breast cancers

Secondary Endpoints

Studies frequently included secondary endpoints such as: - Progression-free survival (PFS) when not used as primary endpoint - Distant metastasis-free survival (DMFS) - Locoregional recurrence-free survival (LRFS) - Focal neurological deficits (FNDs) in brain tumor surgeries - Tumor volume parameters

Statistical Methods

Statistical methods commonly employed to evaluate endpoints include: - Kaplan-Meier curves for survival analysis - Log-rank tests for comparing survival between groups - Cox proportional hazards regression analysis for identifying prognostic factors - Multivariate analysis and univariate analysis - Random-effects models in meta-analyses - Cochrans Q-test for subgroup analysis

Biomarkers and Prognostic Factors

Several studies incorporated biomarkers and prognostic factors: - Tumor-infiltrating lymphocytes (TILs) in esophageal squamous cell carcinoma - Oncotype DX recurrence score (RS) in breast cancer - MET exon 14 skipping alterations in non-small cell lung cancer - Glycolysis-related gene (GRG) risk signature in osteosarcoma

Data Collection Methods

Trials utilized various data collection methods: - Patient blood plasma collection at multiple timepoints - Genomic and transcriptomic profiling - SEER database analysis for musculoskeletal malignancy - Insurance claims for real-world survival data

These diverse study designs and endpoints reflect the complexity of cancer research and the need for multiple approaches to evaluate treatment efficacy, identify prognostic factors, and improve patient outcomes across different cancer types.

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