Kelun-Biotech’s Jiatailai Secures Fourth NMPA Approval for HR+/HER2- Breast Cancer Indication

Kelun-Biotech’s Jiatailai Secures Fourth NMPA Approval for HR+/HER2- Breast Cancer Indication

Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. (HKG: 6990) announced that the National Medical Products Administration (NMPA) has granted approval for a fourth indication for Jiatailai (sacituzumab tirumotecan), its TROP2-targeted antibody-drug conjugate (ADC). The new authorization covers adult patients with unresectable or metastatic HR+/HER2- breast cancer who have progressed after prior endocrine therapy and chemotherapy, significantly expanding the drug’s addressable oncology market.

Regulatory Milestone

ItemDetail
CompanySichuan Kelun-Biotech (6990.HK)
AgencyNMPA (China)
AssetJiatailai (sacituzumab tirumotecan) – TROP2 ADC
New IndicationHR+/HER2- breast cancer (post-endocrine, post-chemo)
Approval BasisPhase III OptiTROP-Breast02 study
Total IndicationsFour (2 NSCLC + 1 TNBC + 1 HR+/HER2- BC)

Clinical Evidence – OptiTROP-Breast02 Study

EndpointJiatailaiInvestigator’s Choice ChemotherapyClinical Benefit
Median PFS (BICR-assessed)8.3 months4.1 months102% improvement
Subgroup ConsistencyPFS benefit across all pre-specified subgroupsBroad applicability

Study Design: Phase III, randomized, Jiatailai monotherapy vs. investigator’s choice chemotherapy in unresectable/metastatic HR+/HER2- breast cancer

Approved Indication Portfolio

IndicationPatient PopulationApproval Status
Non-small cell lung cancer (NSCLC)Specific subpopulationsApproved (2 indications)
Triple-negative breast cancer (TNBC)Advanced/metastaticApproved
HR+/HER2- breast cancerPost-endocrine, post-chemoNewly approved (4th indication)

Global Partnership & Commercial Positioning

  • MSD Licensing Deal: In May 2022, Merck Sharp & Dohme (MSD) secured rights to Jiatailai for territories outside Greater China, validating the asset’s global commercial potential and providing Kelun-Biotech with upfront and milestone payments plus royalties.
  • TROP2 ADC Competitive Landscape: Jiatailai joins datopotamab deruxtecan (Dato-DXd, AstraZeneca/Daiichi) and sacituzumab govitecan (Trodelvy, Gilead) in the HR+/HER2- breast cancer space, with differentiation potential through its tirumotecan payload and Chinese market priority position.
  • Kelun-Biotech ADC Platform: Fourth approval demonstrates TROP2-targeting platform validation, supporting pipeline expansion into additional solid tumors and potential next-generation ADC constructs.
  • China Market Access: HR+/HER2- breast cancer represents the largest breast cancer subtype in China; approval positions Jiatailai for national reimbursement drug list (NRDL) negotiation and volume-based procurement participation.

Strategic Outlook

PriorityExecution Plan
NRDL InclusionPursue 2026 NRDL listing for HR+/HER2- indication to maximize access
Global DevelopmentSupport MSD’s ex-China regulatory submissions and commercialization
Pipeline ExpansionLeverage TROP2 platform for additional tumor types (e.g., gastric, bladder)
Combination StudiesExplore Jiatailai + immunotherapy or endocrine therapy combinations

Forward‑Looking Statements
This brief contains forward‑looking statements regarding Jiatailai commercial performance in HR+/HER2- breast cancer, NRDL negotiation outcomes, and MSD partnership milestones. Actual results may differ due to competitive dynamics in the TROP2 ADC market, reimbursement pricing pressures, and global regulatory review timelines.-Fineline Info & Tech