Sino Biopharm’s Culmerciclib Wins NMPA Approval as First CDK2/4/6 Inhibitor for Breast Cancer

Sino Biopharm’s Culmerciclib Wins NMPA Approval as First CDK2/4/6 Inhibitor for Breast Cancer

Sino Biopharmaceutical (HKG: 1177) announced that Culmerciclib Capsules, the world’s first CDK2/4/6 inhibitor, received marketing approval from China’s National Medical Products Administration (NMPA) for use with fulvestrant in HR+/HER2‑ locally advanced or metastatic breast cancer patients previously treated with endocrine therapy.

Regulatory Milestone

ItemDetails
Approval Date11 Dec 2025
ProductCulmerciclib Capsules (oral)
CompanySino Biopharmaceutical (1177.HK)
IndicationHR+/HER2‑ locally advanced or metastatic breast cancer (post‑endocrine therapy)
CombinationWith fulvestrant injection
InnovationWorld’s first CDK2/4/6 inhibitor (self‑developed Category 1 drug)
Launch TimelineQ1 2026 (hospital channel)

Drug Profile & Mechanism

AttributeCulmerciclibCompetitive Context
TargetsCDK2, CDK4, CDK6 kinasesExpands beyond CDK4/6 class (palbociclib, ribociclib, abemaciclib)
SelectivityStrong preferential inhibition of CDK4Designed to delay resistance to existing CDK4/6 inhibitors
AdvantageExpected to alleviate bone marrow suppression vs. current agentsAddresses key toxicity limiting long‑term use
AdministrationOral capsules, QD dosingPatient‑convenient; aligns with endocrine therapy schedule
Second FilingMarketing application submitted July 2025 for initial endocrine treatment settingBroader label expansion pending

Clinical Evidence – CULMINATE‑2 Study (ESMO 2025)

EndpointCulmerciclib + FulvestrantPlacebo + FulvestrantStatistical Significance
Median PFS (mPFS)Not Reached (NR)20.2 monthsHR = 0.56, p = 0.0004
Risk Reduction44% reduction in disease progression/deathHighly significant
Objective Response Rate (ORR)59.3%42.3%p = 0.0009
High‑Risk SubgroupsSignificant PFS benefit in visceral metastasis and liver metastasisDemonstrates efficacy in hard‑to‑treat populations

Market Opportunity & Competitive Landscape

MetricValueImplication
China HR+/HER2‑ Breast Cancer Patients~ 150,000 annually (new + recurrent)~60% receive endocrine therapy; 30‑40% develop resistance
China CDK4/6 Inhibitor Market¥8‑10 billion (2025)Dominated by imported agents; price pressure from NRDL
Culmerciclib Peak Sales Forecast¥3‑4 billion (≈ US$420‑560 M) by 2030Captures 15‑20% share with differentiation on safety and resistance profile
Reimbursement StrategyTarget NRDL inclusion by 2027 with 20‑30% discount to imported CDK4/6 inhibitorsAccelerates hospital adoption and patient access

Strategic Implications

  • For Sino Biopharm: Bolsters oncology portfolio (4th innovative drug approved in 2025); validates internal R&D engine capable of producing first‑in‑class molecules; potential for global out‑licensing of CDK2/4/6 platform.
  • For Physicians: Offers new option for endocrine‑resistant patients with more favorable hematologic safety profile; quarterly monitoring may be reduced vs. existing agents.
  • For Patients: Oral convenience and potentially longer treatment duration before resistance; subgroup data suggest benefit in aggressive disease (liver mets).

Forward‑Looking Statements
This brief contains forward‑looking statements regarding Culmerciclib’s launch timeline, market share projections, and the outcome of the initial endocrine therapy NDA. Actual results may differ due to competitive responses, pricing negotiations, and adoption rates among oncologists.-Fineline Info & Tech