The Zhitong Finance App learned that on August 19, cancer immunotherapy reached a milestone. Moderna and MSD announced that the new tumor antigen mRNA vaccine mRNA-4157+K drug combined with adjuvant treatment of melanoma has reached the primary endpoint RFS and DMFS as a key secondary endpoint. Affected by this news, Modenra's stock price surged 89%, and partner MSD's stock price rose 8%. In the Hong Kong stock market, Siludi Pharmaceuticals (01244) closed at HK$2.18 today, surging 17.2%, becoming one of the core beneficiaries of sector sentiment.
As an innovative pharmaceutical company deeply involved in the treatment of chronic cancer diseases, Siludi Pharmaceutical recently ushered in a number of major business developments, demonstrating its hard-core strength in resonating at the same frequency with the top international tumor immunization circuit: the company's innovative new immunological drug Envida® (Envolizumab Injection) was successfully officially released at the 2026 American Society of Clinical Oncology (ASCO) annual meeting; the company's first radionuclide conjugate drug (RDC) 177Lu-PSMA-3d1015 injection on its self-developed nuclear drug platform First patient administration completed in the IIT study.
Siludi Pharmaceuticals has built three technology development platforms including In vivo CAR-T/NK, mRNA-LNP tumor vaccines, and nuclear drugs. The generic mRNA-LNP tumor vaccine 3D124 relies on AI-driven antigen screening and self-developed LNP delivery technology to break through international patent restrictions, greatly improve delivery efficiency, and show significant tumor inhibitory effects before clinical trials. The product plans to complete the Sino-US double report in 2026; the next-generation RDC nuclear drug 3D1015 targeting PSMA targets similar approved products, showing the clinical potential to achieve the same tumor suppressing effect with 1/4 dose. The first IIT administration was completed in August 2025. In vivo in-situ CAR-T: 3D128's CD7-LNP pathway is in the first tier in the world. Preclinical transfection efficiency is superior to published literature data, off-the-shelf delivery routes greatly improve accessibility, and the LNP pathway is highly safe.
As global cancer immunotherapy enters a new era of gene therapy, Siludi Pharmaceutical is expected to continue to be a catalyst for revaluation with its differentiated pipeline layout and commercialization pace.