Delonix Bioworks’ DX-104 Becomes First China-Approved Engineered OMV Vaccine, Targets $1.3 Billion MenB Market

Delonix Bioworks announced that DX-104, its Group B meningococcal (MenB) vaccine candidate, has received clinical trial approval from the Center for Drug Evaluation (CDE) of China’s NMPA. The first engineered outer membrane vesicle (OMV) vaccine approved for clinical development in China will enter Phase I studies in Australia this quarter, leveraging global data generation to support international regulatory pathways.

Regulatory Milestone

ItemDetail
CompanyDelonix Bioworks (Shanghai-based)
AgencyCDE/NMPA (China); TGA (Australia – approved Jan 2026)
AssetDX-104 – Group B meningococcal (MenB) vaccine
TechnologyEngineered OMV (outer membrane vesicle) vaccine
PlatformProprietary OMV Plus™ technology
China StatusFirst engineered OMV vaccine approved for clinical trials
Global StatusPhase I Australia initiation (Q1 2026)

Technology Platform & Competitive Differentiation

FeatureDX-104 (Delonix)Bexsero (GSK)Strategic Advantage
TechnologyEngineered OMV Plus™Native OMV + recombinant proteinsOptimized immunogen presentation
Adjuvant RequirementNone requiredRequires adjuvantEnhanced safety profile; simplified manufacturing
Immune ResponseStrong native OMV immunogenicityEstablished efficacyPotentially superior durability
Pyrogenic ReactionSignificantly lower than BexseroBaseline reactogenicityImproved tolerability, especially in pediatric populations

Preclinical Evidence & Market Context

ParameterDX-104 PerformanceBenchmark (GSK Bexsero)Implication
SBA Assays (international licensure endpoint)Significant superiority vs. prevalent Chinese strainsCurrent standardPotential for best-in-class efficacy in Asia-Pacific
PyrogenicitySignificantly reducedHigher baselineCompetitive safety advantage for pediatric and adolescent vaccination
ManufacturingAdjuvant-free processComplex multi-component formulationCost and scalability advantages
  • Market Reference: GSK’s Bexsero (only commercially available OMV-based MenB vaccine) generated USD 1.3 billion in 2024 sales, demonstrating strong commercial traction and market growth potential for next-generation MenB vaccines.
  • Unmet Need: MenB causes 50% of meningococcal disease globally with high mortality/morbidity; current vaccine coverage remains limited due to cost, reactogenicity, and strain coverage gaps.

Strategic Positioning & Development Roadway

PriorityExecution PlanTimeline
Phase I AustraliaSafety and immunogenicity in healthy adultsQ1-Q4 2026
Global DevelopmentLeverage Australia data for US/EU IND submissions2026-2027
Strategic PartnershipsExplore Big Pharma licensing for ex-China commercializationData-dependent
China RegistrationParallel Phase I/II development pathwayPost-Australia data
  • First-Mover China Advantage: As the first engineered OMV vaccine approved by CDE, DX-104 positions Delonix for domestic market leadership and government procurement preference under China’s vaccine self-sufficiency initiatives.
  • OMV Platform Validation: DX-104 success validates Delonix’s OMV Plus™ platform for rapid pandemic response and multivalent vaccine development (e.g., OMV-based COVID-19, influenza candidates).

Forward‑Looking Statements
This brief contains forward‑looking statements regarding DX-104 clinical development timelines, superiority to Bexsero in Phase I/II trials, and Delonix Bioworks’ partnership and commercialization strategy. Actual results may differ due to immunogenicity variability in human studies, competitive responses from GSK and Pfizer (MenB vaccines), and global regulatory requirements for novel OMV engineering.-Fineline Info & Tech