Tempest Therapeutics, Inc. (NASDAQ: TPST) announced a strategic partnership with Hebei Senlang Biotechnology Co., Ltd. (“Senlang”) to co‑develop Tempest’s proprietary TPST‑4003 product candidate. The collaboration will begin with an investigator‑initiated trial (“IIT”) in China evaluating TPST‑4003 in approximately 10 patients with myasthenia gravis (“MG”) or multiple sclerosis (“MS”). Tempest expects first patient enrollment and dosing in the fourth quarter of 2026.
Deal Overview
| Item | Detail |
|---|---|
| Companies | Tempest Therapeutics, Inc. (NASDAQ: TPST) / Hebei Senlang Biotechnology Co., Ltd. |
| Agreement Type | Strategic development partnership |
| Asset | TPST‑4003 (next‑generation in vivo CAR‑T candidate) |
| Initial Study | Investigator‑initiated trial (IIT) in China |
| Patient Population | ~10 patients with myasthenia gravis (MG) or multiple sclerosis (MS) |
| Timeline | First enrollment and dosing expected Q4 2026 |
| China Option | Senlang granted exclusive option to negotiate a definitive license for TPST‑4003 in China |
Drug Profile & Mechanism
- Modality: Next‑generation in vivo CAR‑T candidate (no ex vivo cell manufacturing required).
- Delivery: Proprietary CD7‑targeted mRNA/LNP delivery platform.
- CAR Construct: Dual‑target CD19/BCMA design for broad B‑cell lineage depletion and immune reset.
- Intended Indications: Autoimmune and oncology applications.
- Study Goal: Initial trial designed to generate clinical evidence of safety, pharmacodynamic (“PD”) activity, and therapeutic potential.
Strategic Rationale
- Senlang Execution Role: Under the agreement, Senlang will coordinate and support trial execution in China, leveraging its extensive experience in the clinical development of advanced CAR‑T therapies.
- Exclusive Licensing Option: The agreement grants Senlang an exclusive option to negotiate and enter into a definitive license agreement for TPST‑4003 in China, establishing a potential regional commercial pathway.
- Platform Validation: The IIT is positioned as a first clinical read‑out for Tempest’s in vivo CAR‑T delivery platform, a modality that could streamline CAR‑T access by avoiding bespoke cell manufacturing.
Market Impact & Outlook
- In Vivo CAR‑T Race: Off‑the‑shelf, in vivo CAR‑T approaches are attracting significant investor interest for their potential to broaden CAR‑T use into autoimmune disease, a far larger market than oncology alone.
- Autoimmune Addressable Need: MG and MS are chronic immune‑mediated diseases with significant unmet need, where a B‑cell depletion and immune‑reset strategy could offer durable treatment responses.
- Regional Strategy: Pairing Tempest’s platform with Senlang’s China clinical expertise accelerates regional development while preserving Tempest’s global rights pending any China license outcome.
Forward‑Looking Statements
This brief contains forward‑looking statements regarding trial timing, clinical outcomes, and licensing discussions for TPST‑4003. Actual results may differ due to risks including regulatory approvals, enrollment, clinical response, and definitive agreement terms.-Fineline Info & Tech