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BEIGENE LTD(6160.HK):ENCOURAGING CLINICAL DATA ON BTKI AND BCL-2I PRESENTED AT ASH 2022

中银国际研究有限公司2022-12-15
  At the American Society of Hematology (ASH) 2022 annual meeting, Beigene (6160 HK/HK$126.20, BUY) has presented three sets of encouraging clinical data, including 1) ALPINE phase III trial head-to-head comparison of PFS final data of Zanubrutinib (BTK inhibitor) vs ibrutinib in r/r CLL/SLL; 2) phase I results of BGB-11417 (BCL-2 inhibitor) in multiple refractory hematologic malignancies, including r/r CLL,MCL, MZL, AML, MDS and MM; 3) phase I data of BGB-16673 (BTK-Chimeric Degradation Activating Compound) in B-cell hematological malignancies.
  Zanubrutinib Has Now Proven Superiority to Ibrutinib in Both ORR and PFS
In ALPINE Phase III trial (data published on NEJM: Link), with a median follow-up of 29.6 months, zanubrutinib has now proven superiority to ibrutinib in both ORR (86.2% vs 75.7%) and PFS (HR: 0.65 [95% CI, 0.49-0.86]) in patients with r/r CLL/SLL. Zanubrutinib had a favourable safety profile compared with ibrutinib, with a lower rate of treatment discontinuation and fewer cardiac disorder events. These data suggest zanubrutinib is more efficacious and better tolerated than ibrutinib as treatment for r/r CLL/SLL. Zanubrutinib has been approved in 60+ markets, including US, EU, China, etc., across four indications of CLL/SLL, WM, MCL, MZL.

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