Henlius Biotech’s HLX3901 Wins NMPA Approval – First-in-Class Tetra-Specific Antibody Targets DLL3-Positive Solid Tumors

Shanghai Henlius Biotech, Inc. (HKG: 2696) announced that HLX3901, a first-in-class tetra-specific antibody targeting DLL3 dual epitopes, CD3, and CD28, has received NMPA IND approval for a Phase I clinical trial in advanced/metastatic solid tumors. The independently developed candidate represents a next-generation T-cell engager designed to overcome immune suppression and enhance therapeutic efficacy through simultaneous activation of primary and co-stimulatory T-cell signals, positioning Henlius at the forefront of multi-specific antibody innovation.

Regulatory Milestone

ItemDetail
AgencyNational Medical Products Administration (NMPA)
Approval TypeInvestigational New Drug (IND) – Phase I
ProductHLX3901 injection
Drug ClassTetra-specific antibody (DLL3×DLL3×CD3×CD28)
IndicationAdvanced/metastatic solid tumors
DeveloperShanghai Henlius Biotech, Inc. (HKG: 2696)
Global StatusNo approved tetra-specific antibody targeting this combination worldwide
Approval Date10 Mar 2026

Drug Profile & Mechanism

AttributeHLX3901 Specification
FormatTetra-specific antibody (4 distinct binding domains)
TargetsDLL3 dual epitopes (tumor antigen – delta-like ligand 3)
CD3 (T-cell receptor – primary activation signal)
CD28 (T-cell co-stimulatory receptor)
Mechanism ClassT-cell engager with dual-signal activation
Action• Enhances targeted T-cell lysis of DLL3-positive tumor cells
• Activates CD3 (Signal 1) + CD28 (Signal 2) simultaneously
• Promotes T-cell activation, proliferation, and in vivo survival

Scientific Innovation:

  • Dual DLL3 Epitope Binding: Enhanced tumor specificity and avidity vs. single-epitope targeting
  • Signal 1 + Signal 2 Co-activation: Mimics physiological T-cell activation; reduces exhaustion vs. CD3-only engagers
  • Immune Suppression Overcome: Co-stimulation counteracts tumor microenvironment inhibitory signals

Preclinical Evidence & Differentiation

ParameterHLX3901 Performance
Anti-Tumor EfficacyGood activity demonstrated in disease models
Safety ProfileFavorable preclinical tolerability
Therapeutic WindowImproved vs. conventional T-cell engagers (reduced on-target/off-tumor toxicity)
T-Cell PersistenceEnhanced activation, proliferation, and survival prolong anti-tumor immune response

Competitive Positioning:

Competitor ApproachMechanismHLX3901 Advantage
Bispecific T-cell engagers (BiTEs)CD3 + tumor antigen (e.g., blinatumomab)Adds CD28 co-stimulation + dual DLL3 targeting for enhanced efficacy and persistence
CAR-T therapiesEngineered T-cellsOff-the-shelf convenience; no lymphodepletion required; lower manufacturing complexity
Other multi-specificsTri-specific formatsTetra-specific adds dual epitope avidity + co-stimulation; first-in-class globally

Strategic Context & Market Opportunity

FactorImplication
DLL3 ExpressionHigh in small cell lung cancer (SCLC), neuroendocrine tumors, subset of solid tumors; validated by rovalpituzumab tesirine (failed ADC) and DLL3-CAR-T trials
T-Cell Engager MarketGlobal market projected $15+ billion by 2030; solid tumor applications expanding beyond hematologic malignancies
Henlius PipelineHLX3901 anchors next-generation immuno-oncology platform; complements approved PD-1 (serplulimab) and biosimilar portfolio
Global PotentialFirst-in-class status supports U.S./EU IND filing; Fast Track designation potential for SCLC indication
ManufacturingHenlius’ integrated biologics facility supports clinical and commercial tetra-specific production

Development Outlook

PhaseTimelineObjectives
Phase I2026-2027Safety, tolerability, MTD; DLL3-positive tumor enrichment (SCLC, neuroendocrine)
Phase II2027-2029Efficacy signals; combination with PD-1; biomarker development
Regulatory Strategy2029-2030Breakthrough Therapy designation pursuit; NDA preparation

Forward‑Looking Statements
This brief contains forward‑looking statements regarding clinical development timelines, first-in-class positioning, and competitive differentiation for HLX3901. Actual results may differ due to novelty of tetra-specific format, manufacturing complexity, and competitive dynamics in the T-cell engager market.-Fineline Info & Tech