The 2026 European Society of Medical Oncology (ESMO) Annual Meeting will be held from October 23 to 27.
Eli Lilly unveiled the first batch of clinical data from its investigational next-generation FR-targeted ADC in platinum-sensitive ovarian cancer at the 2026 ESMO conference.
According to a study by the League of Nations Minsheng Securities, a total of 96 summaries of the latest breakthrough results were published at this year's ESMO annual conference, of which 31 were drug-related studies owned by Chinese companies. A number of core data are expected to be a recent stock price catalyst for relevant listed companies.
In addition, AI pharmaceuticals have recently been heavily catalyzed, and the industry's focus is gradually shifting from model capability to wet test verification efficiency.
Among them, IntiSmeran AutoGene, a personalized cancer vaccine jointly developed by two major pharmaceutical giants, MSD and Moderna, will also read phase 3 confirmatory data at the ESMO annual conference to verify the effectiveness of AI assistance, which is also a major focus of market attention.
CITIC Construction Investment said that at present, the overall AI pharmaceutical market is still relatively small, but with the participation of more and more capital, changes in technology, and the gradual verification of the AI pharmaceutical pipeline, the industry is expected to gradually usher in a harvest period.
Huatai Securities released a research report stating that the ADC circuit has recently progressed frequently. At the ESMO annual conference, various ADC drugs showed good efficacy and continued to verify their potential as cornerstone drugs for the next generation of cancer treatment. Authorized transactions related to ADC continued to be implemented, and transaction amounts continued to rise.
As of the early morning of October 26, pharmaceutical companies that have published data at the ESMO annual meeting mainly include:
Kang Fang Biology (09926): The results of the Harmoni-GI1 study on the contrast between Ivorian and chemotherapy for first-line treatment of advanced biliary tract cancer with Valliu and chemotherapy were published in 2026 ESMO;
Columbotai Biotech (06990): An announcement was made. The company announced a number of clinical research results at the 2026 European Society of Medical Oncology (ESMO) conference held in Madrid, Spain from October 23 to 27, covering data related to the human trophic cell surface antigen 2 (TROP2) antibody conjugate drug (ADC) lucan satuzumab (sac TMT) (Cathay Lai®) and ADC SKB500 targeting B7-H3;
Hehuang Pharmaceutical (00013): SAFFRON Global Phase III study data was announced at the 2026 European Society of Medical Oncology (ESMO) Annual Meeting and simultaneously published in the “New England Journal of Medicine”
Yasheng Pharmaceutical-B (06855): APG-1252 combined with osidinib initially showed good tolerability in NSCLC patients with EGFR mutations;
Gacos-B (01167.HK) issued an announcement. In the form of an oral report, the company announced clinical data on the self-developed combination therapy of Glaerese (KRAS G12C inhibitor) and JAB-3312 (SHP2 inhibitor) at the 2023 European Society of Medical Oncology Annual Meeting (ESMO2023);
Cornerstone Pharmaceutical-B (02616): An announcement was issued. GEMSTONE-303, a phase III study on the first-line treatment of locally advanced or metastatic gastroesophageal adenocarcinoma with sugarimab (Zegemei®) combined with chemotherapy, was selected for the 2023 European Society of Medical Oncology (ESMO) Annual Meeting Major Summary (LBA), and detailed data was published in the form of an oral report. Cornerstone Pharmaceuticals (02616.HK) announced the results of the GEMSTONE-303 study: Zegemei® combined chemotherapy significantly improved PFS and OS;
Wayu-B (02256): Heyu Pharmaceuticals announced the latest clinical developments of ipagotinib and pimitinib at the ESMO annual meeting;
Yiteng Jiahe (06998): Announced that preliminary data from GB268's first human phase I clinical study was released in the form of a poster at the 2026 European Society of Medical Oncology (ESMO) Annual Meeting (ID: 1963P). The study assessed the safety and tolerability, pharmacokinetics, pharmacodynamics, and initial antitumor activity of GB268 monotherapy in patients with advanced solid tumors.
Weilizhibo-B (09887): An announcement was issued. The updated results of the first human clinical study of LBL-034 (GPRC5D/CD3 bispecific T-cell adapter, TCE) for the treatment of relapsed/refractory multiple myeloma (RRMM) were presented in the form of an oral report at the 2026 European Society of Medical Oncology Annual Meeting (2026 ESMO) on October 24, 2026.
Jingfang Pharmaceutical-B (02595): An announcement was issued. Preliminary research data on GFH276 (oral molecular gum pan-RAS inhibitor) for treating solid tumors with RAS mutations appeared in the groundbreaking research summary and live oral report at the ESMO (European Society of Medical Oncology) Annual Meeting on October 25, local time. GFH276 has shown encouraging initial efficacy and good safety during the dose escalation phase;
Keji Pharmaceutical-B (02171): Kailimei® research results presented at the 2026 ESMO annual meeting;
Yingpai Pharmaceutical-B (07630): Presenting the latest clinical data on senapalil and the selective PARP1 inhibitors IMP1734 and IMP1707 in a poster at the 2026 European Society of Medical Oncology Conference;
China Biopharmaceutical (01177): TQB2102 “HER2 double epitope ADC” released two clinical data in 2026 ESMO.
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Looking ahead to the second half of the year and the future, CITIC Securities will hold conferences such as WCLC, ESMO, ACR, and ASH. Multiple registered studies have entered the readout window, global Phase III/registered research continues to advance, and the gradual implementation of overseas commercialization is expected to jointly drive the performance of the innovative drug sector.