
ESMO 2026
2026 年 10 月 23–27 日 · Madrid · 共 4873 条
MET
★★★23 人 · 30 条
本事件热度走势
当前热度 4·可比范围峰值 4(10月27日 05:00)·近 24 小时可比范围变化 –·当前参与者 6
这次的主角是Moderna与Merck合作开发的个性化mRNA治疗性疫苗intismeran,与Keytruda联用用于黑色素瘤。就类别背景需要先说明:本次所附的六篇背景文献均不涉及肿瘤疫苗、黑色素瘤或mRNA治疗领域,材料中没有同类资产已发表的III期试验可供对照,这部分证据在本材料中属未披露、待确认,因此不强行引用无关文献。真正构成这次读数背景的是市场预期:据现场帖,MRNA股价年内已累计上涨587%至254.48美元,乐观情绪已被充分定价。
会议消息因保密协议遭打破而提前公开:III期黑色素瘤试验的详细数据证实,intismeran联合Keytruda达到关键终点,个性化mRNA治疗相较标准治疗使疾病复发降低42%;STAT记者随后补充了更多细节与背景(原为周六准备的报道)。与此同时,现场帖里还有第二条同样重要的事,即市场"sell the news"式反应:数据泄露当日MRNA大跌17.57%收于202.63美元、盘中一度跌24%,成交量50.4M远超19.1M的日均水平,原因被归为DMFS(无远处转移生存)未达市场的耳语预期;期权看跌/看涨比升至1.85、154K张put成交、机构资金流88%偏空,200与175美元行权价被持续打压,176.00美元被视为机构支撑位。
相对既有认识,这次的推进在于把该资产的结论从"达到关键终点"推进到详细数据层面并予以确认,42%的复发风险降低是核心数字;同时它也把统计成功与市场定价之间的落差摆上了台面,主要终点达成而DMFS低于预期,解释了为何阳性读数伴随股价重挫。需要指出,同一批现场帖还涉及ENERGIZE(膀胱癌III期阴性)、RAMIRIS(胃食管腺癌)、EV-SG-zim(一线转移性尿路上皮癌)以及mKRAS胰腺癌肽疫苗II期等多项读数,它们与本资产分属不同管线,不构成本文主线。
局限同样清楚:现场帖未披露该III期试验的样本量、随访时长以及DMFS的具体数值或风险比,均为未披露;数据经由泄露渠道提前公开,最终应以正式报告为准;而单日股价与期权流量只反映即时交易情绪,既不改变临床结论,也不构成任何投资判断。
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Shilpa Gupta@shilpaonc Adam Feuerstein ✡️@adamfeuerstein Nieves Martinez Lago MD PhD@DraMartinezLago Adam Feuerstein ✡️@adamfeuerstein Nature Medicine@NatureMedicine ESMO - Eur. Oncology@myESMO Tian Zhang, MD, MHS, FASCO (@tiansterzhangmd.bsky)@TiansterZhang Aakash Desai@ADesaiMD Nieves Martinez Lago MD PhD@DraMartinezLago Nieves Martinez Lago MD PhD@DraMartinezLago Nieves Martinez Lago MD PhD@DraMartinezLago George Lucas@shana_chun ScienceLink@sciencelinkonco METCrusaders@metcrusaders 感谢你列出这些数据,@HHorinouchi。MET 患者一年总生存率 70% vs. 53% 尤为突出。#lcsm #ESMO26
引用@🔥SAFFRON: Osimertinib + savolitinib vs platinum-pemetrexed in EGFR-mutated NSCLC with MET overexpression/amp post-osimertinib 🆙 @NEJM #ESMO26 ☑Phase 3 RCT; N=338; 12-mo PFS 36 vs 10% (HR 0.55, p<0.001); 12-mo OS 70 vs 53% (HR 0.68, p=0.01) 🎙Dr. Shun Lu @nicogirardcurie #LCSM @OncoAlert @Larvol @EGFRResisters @metcrusaders https://www.nejm.org/doi/full/10.1056/NEJMoa2611335
Tomas Pokrivcak, MD, PhD@pokrivcak Martin ZapataLaguado@zapatalaguadomd Kenn Samala@KSamalaMD Temab-A : a novel anti c-met protein ADC #ESMO26
暂无中文译文,显示英文原文。
AACR 2026 现场信号@ AACR Foundation@AACRFoundation 我们的基金会董事会今早在圣迭戈举行了会议,适逢 @AACR 2026 年会。我们感谢各位管理人员和受托人的领导,以及他们对推动抗癌进展的 commitment。#AACR26
Paula Jimenez Fonseca@PaulaJFonseca 引用@La Dra. @PaulaJFonseca, del @HUCA_Asturias, y el Dr. Salazar, del @ICO_oncologia, han presentado los resultados del análisis multivariado de la resección de metástasis hepática, del estudio TTD-18-01 CR-SEQUENCE, del @GrupoTTD #TitularesTTD #ESMO26 https://grupottd.org/resultados-del-estudio-cr-sequence-del-ttd-presentados-en-esmo-2026/
METCrusaders@metcrusaders 引用@Brilliant discussion of the SAFFRON trial by prof Leighl at #ESMO26! As always, incredibly engaging, insightful and clinically focused! Robust, clinically meaningful PFS and OS benefits with osimertinib + savolitinib. Toxicity matters: edema, diarrhea and paronychia require careful management. Key question: Is MET overexpression by IHC enough? IHC identifies eligible patients, but adding FISH can help avoid missing patients with MET amplification. Precision oncology is not just about having the right drug, but also identifying the right patients! We have a clear new SOC here #ESMOAmbassadors #ESMO26 #LungCancer #EGFR #MET
d.planchard@dplanchard #ESMO26 上有大量 #MET 靶向治疗相关报告。Teliso-V(首创 c-Met ADC)在美国 #NSCLC(c-Met 高表达)患者中的最新进展,主要用于经过大量既往治疗的人群……快来!
Dr. Antonio Calles 🫁🚭@Tony_Calles #ESMO26 第2天即将开始!⭐️ 准备好参加 Rapid Orals 了吗?转移性 NSCLC #LCSM @myESMO
METCrusaders@metcrusaders 引用@A major new milestone post-osimertinib! Totally agree with Natasha: a new therapeutic standard, MET testing for all our #EGFRm pts with disease progression post-Osi, and access to Osi + Savolitinib (now the most difficult step for our patients upon our return post-#ESMO26)...
SOLTI #cancerresearch@_SOLTI World Bladder Cancer Patient Coalition@WorldBladderCan METCrusaders@metcrusaders Ryan Gentzler, MD@ryangentzler Prof Tom John@TommyJohn00 来自 Heist 博士的精彩讨论。在 EGFR TKI 治疗中出现 MET 获得性耐药时,MET 抑制优于化疗。双特异性抗体呢?就没那么清楚了。#LCSM #ESMO26
Grupo Español de Tratamiento de Tumores Digestivos@GrupoTTD