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市场调查报告书
商品编码
1632465
全球 DLL3 标靶治疗市场:核准剂量、价格和临床试验趋势(2025 年)Global DLL3 Targeted Therapies Market, Approved Drugs Dosage, Pricing & Clinical Trials Insight 2025 |
Delta 样配体 3 (DLL3) 是一种细胞表面蛋白,主要在神经内分泌肿瘤(例如小细胞肺癌 (SCLC))中表达,但在正常成人组织中表达最少。这种选择性表达使 DLL3 成为治疗选择有限的恶性癌症的一个有吸引力的治疗标靶。透过标靶 DLL3,新型疗法可以有效针对肿瘤细胞,同时最大限度地减少对健康组织的损害,符合精准肿瘤学的原则。 2024 年首个针对 DLL3 的疗法获得批准是一个关键进展,引发了人们对针对这一独特生物标记的治疗和诊断进展的兴趣日益浓厚。
安进公司于 2024 年 5 月批准 Imdeltra (tarlatamab),这大大改变了 DLL3 标靶治疗的格局。 Imdelltra 是第一个针对 DLL3 的治疗药物,代表了肿瘤学领域的显着进步。双特异性T细胞接合剂(BiTE)已获准用于治疗接受铂类化疗后病情进展的广泛期小细胞肺癌(ES-SCLC)成年患者。此加速核准凸显了其临床前景,这得益于临床试验中观察到的显着反应率和反应持续时间(DoR)。然而,持续的验证试验对于进一步确定其治疗效果至关重要。
从商业角度来看,Imdelltra 取得了令人印象深刻的早期成功,仅在美国市场推出的头几个月就实现了超过 4500 万美元的销售额。这一早期表现反映了对 ES-SCLC 创新疗法的巨大需求,并使 Imdelltra 成为这一发展中治疗类别的重要竞争者。 Imdeltra 的商业成功引发了人们对 DLL3 标靶疗法的兴趣和投资激增,并促成了多项合作和许可协议的达成,各大公司纷纷争夺这一前景广阔的市场的占有率。
本报告研究了全球 DLL3 标靶治疗市场,并概述了市场以及药物趋势、临床试验趋势、区域趋势以及进入市场的公司的竞争格局。
Global DLL3 Targeted Therapies Market, Approved Drugs Dosage, Pricing & Clinical Trials Insight 2025 Report Finding and Highlights:
Delta-like ligand 3 (DLL3) is a cell surface protein that is predominantly expressed in neuroendocrine tumors, such as small cell lung cancer (SCLC), while exhibiting minimal presence in normal adult tissues. This selective expression renders DLL3 an attractive therapeutic target for aggressive cancers that have limited treatment alternatives. By targeting DLL3, novel therapies can effectively target tumor cells while reducing damage to healthy tissues, aligning with the principles of precision oncology. The approval of the first DLL3-targeted therapy in 2024 represented a pivotal development, sparking increased interest in both treatment and diagnostic advancements focused on this distinctive biomarker.
The approval of Imdelltra (tarlatamab) by Amgen in May 2024 significantly transformed the landscape for DLL3-targeted therapies. As the first therapy aimed at DLL3, Imdelltra signifies a remarkable progression in the field of oncology. This bispecific T-cell engager (BiTE) received approval for adult patients with extensive-stage small cell lung cancer (ES-SCLC) whose condition had progressed following platinum-based chemotherapy. Its accelerated approval, driven by notable response rates and duration of response (DoR) observed in clinical trials, highlights its clinical promise. Nevertheless, ongoing confirmatory studies are essential to further substantiate its therapeutic efficacy.
From a commercial perspective, Imdelltra has achieved impressive initial success, generating over US$ 45 Million in sales within its first few months solely in the US market. This early performance reflects the substantial demand for innovative therapies in ES-SCLC and positions Imdelltra as a significant contender in this developing therapeutic category. Its commercial success has sparked a surge of interest and investment in DLL3-targeting therapies, leading to numerous collaborations and licensing agreements as companies compete for a stake in this promising market.
Boehringer Ingelheim's Obrixtamig (BI 764532), a DLL3/CD3 bispecific antibody, represents the next most advanced clinical candidate in this domain. Developed using the OGAP(R) Discovery Platform, Obrixtamig has received FDA Fast Track designation for small cell lung cancer, underscoring its potential to offer a new therapeutic option for patients. Although clinical development is ongoing, its advancement signifies the increasing competition and variety of strategies within the DLL3-targeting sector.
The approval and initial success of Imdelltra have catalyzed a surge in licensing agreements aimed at expediting the development of innovative DLL3-targeted therapies. For example, in January 2025, Innovent Biologics entered into a collaboration and exclusive licensing agreement with Roche to further develop IBI3009, a novel DLL3-targeted antibody-drug conjugate (ADC). With IND approvals secured in Australia, China, and the US, and the first patient dosed in December 2024, this partnership highlights the potential of ADCs in enhancing DLL3-targeting strategies. Roche's intention to assume full development responsibilities after the initial phases further emphasizes the strategic significance of this collaboration, with Innovent poised to receive up to US$ 1 billion in milestone payments along with tiered royalties on net sales.
In addition to therapeutic uses, DLL3 is being utilized as a diagnostic tool, thereby increasing its overall market potential. Researchers at Memorial Sloan Kettering Cancer Center have created an imaging technology that employs a radioactive particle binding to DLL3, facilitating more accurate detection of DLL3-expressing lung and prostate cancers through PET scans. This diagnostic advancement could be pivotal in identifying patients likely to benefit from DLL3-targeted therapies, such as Imdelltra, thus optimizing treatment outcomes and broadening the market for these agents.
The integration of substantial clinical evidence, impressive commercial success, and continuous research and development efforts establishes the DLL3-targeting therapies market as a vibrant and swiftly expanding area within oncology. Numerous companies are progressing their development pipelines, forming strategic partnerships, and investigating novel diagnostic uses, indicating that the future of DLL3-targeted therapies is highly promising for both patients and stakeholders. As the market evolves, it is expected to become a fundamental component in the treatment of cancers associated with DLL3 expression.