By Fineline Cube China Isotope & Radiation Corporation (HKG: 1763) announced it has officially entered into a commercial cooperation agreement with Novartis Pharmaceutical Technology (Zhejiang) Co., Ltd. for Pluvicto (177Lu vipivotide tetraxetan injection), the first and only approved PSMA‑targeted radioligand therapy (RLT) in China for advanced prostate cancer.
Deal Structure & Partnership Terms
| Item | Detail |
|---|---|
| Partners | China Isotope & Radiation Corporation / Novartis Pharmaceutical Technology (Zhejiang) |
| Territory | Mainland China |
| Product | Pluvicto (177Lu vipivotide tetraxetan injection) |
| Indication | Advanced prostate cancer (metastatic castration‑resistant) |
| Deal Type | Commercial cooperation agreement |
| Significance | First PSMA‑targeted radioligand therapy approved and launched in China |
| Strategic Value | Positions China Isotope as a leader in targeted radiopharmaceuticals |
Drug Profile & Clinical Innovation
- Mechanism: PSMA‑targeted radioligand therapy (RLT) delivers targeted beta radiation via Lutetium‑177 to prostate‑specific membrane antigen (PSMA)–expressing cancer cells.
- Innovation: First and currently the only approved RLT of its kind in China, offering a precision‑medicine approach for late‑stage prostate cancer patients.
- Clinical Value: Demonstrates ability to extend overall survival and improve quality of life in patients with limited treatment options.
- Administration: Outpatient intravenous infusion, enabling integration into standard oncology workflows.
Market Impact & Commercial Outlook
- China Prostate Cancer Burden: Over 120,000 new prostate cancer cases annually, with metastatic disease representing a growing segment as screening improves.
- Market Potential: Analysts project ¥800 million–1.2 billion (US$110–170 million) peak annual sales for Pluvicto in China, assuming 10–15% penetration of eligible advanced patients by 2028.
- First‑Mover Advantage: As the sole approved PSMA‑targeted RLT, Pluvicto faces no direct competition, though it must navigate hospital radiopharmacy infrastructure requirements.
- China Isotope’s Strategy: The partnership leverages China Isotope’s established radiopharmaceutical distribution network and regulatory expertise to accelerate market access and patient reach.
- Patient Access: Inclusion in the National Reimbursement Drug List (NRDL) discussions for 2026 could unlock broad reimbursement and drive volume growth.
Forward‑Looking Statements
This brief includes forward‑looking statements regarding commercial expectations, market penetration, and revenue projections for Pluvicto in China. Actual results may differ due to regulatory approvals, hospital adoption rates, and competitive developments.-Fineline Info & Tech