Target Pair ◆ egfr-met
EGFR × METDRAFT
数据列表以英文版为准（Grade A/B 证据，见 gp-master）。
1 · 概览
活跃资产: 7 ｜ 公司: 6 ｜ 事件: 6
91
机会评分黄金
≥80 黄金 / 65–79 观察 / <65 持有（五维加权，方法论见 gp-master）
2 · 为什么值得做
成熟双受体配对，含已获批参照资产：amivantamab（EGFR×MET，FDA 标签 4 个 NSCLC indication bullets；皮下 FASPRO 延用同一 4 项）加多代际管线（MCLA-129、AZD9592、EMB-01）与活跃交易——应对 EGFR 突变 NSCLC 中 MET 驱动的耐药。
3 · 资产格局
- 01Amivantamab (JNJ-61186372) — J&J, EGFR×MET, FDA label has 4 NSCLC indication bullets (2021 ex20ins → 2024 PAPILLON/MARIPOSA/MARIPOSA-2); 2025 SC FASPRO carries the same four
- 02MCLA-129/pamvatamig — Merus→Betta (贝达), Phase 1/2
- 03AZD9592 — AstraZeneca, EGFR×MET BsAb-ADC, Phase 1
- 04EMB-01 — EpimAb (FIT-Ig), Phase 1/2
- 05DM005 — Duomab (多玛), Phase 1
- 06Radiance nano-BsAb-ADC (Novatim) — 2025, up to $1.165B deal
- 07(failed comparators: LY3164530 (Lilly, terminated), emibetuzumab/onartuzumab (MET-mono))
4 · 公司
- 01Johnson & Johnson (amivantamab)
- 02Merus / Betta (贝达) (MCLA-129)
- 03AstraZeneca (AZD9592)
- 04EpimAb (EMB-01)
- 05Duomab (DM005)
- 06Novatim/Radiance
5 · 临床与交易事件
| 日期 | 事件 | 公司 |
|---|---|---|
| 2021-05 | amivantamab accelerated approval (EGFR ex20ins NSCLC) | J&J |
| 2024-03 | amivantamab full approval + PAPILLON (1L ex20ins) | J&J |
| 2024-08 | MARIPOSA approval (1L EGFR-mutant NSCLC) | J&J |
| 2024-09 | MARIPOSA-2 approval (post-osimertinib) | J&J |
| 2025-12 | Subcutaneous RYBREVANT FASPRO approval | J&J |
| 2025 | MARIPOSA final OS positive (NEJM 2025); Radiance deal up to $1.165B | J&J / Novatim |
6 · 风险与失败
- 01amivantamab VTE 37% vs 9% (MARIPOSA); IRR ~66–67%; 49% serious AEs; ILD/skin toxicity
- 02MARIPOSA-2 OS interim not significant
- 03MET-mono predecessor failures (emibetuzumab, onartuzumab)
- 04Competition: MET-amplification-specific registrational evidence still building
- 05MCLA-129 efficacy unpublished / status opaque; EMB-01 sparse updates
7 · 研发问题
- 01MCLA-129 efficacy data and program status (opaque)
- 02EMB-01 program status (sparse public updates)
- 03MET-amplification-specific registrational evidence vs tissue-agnostic path
- 04Real-world VTE rates and prophylaxis strategy for amivantamab
8 · 研究工具
- 01EGFR ECD — mature (Sino/ACRO human+Cyno, His/Avi/biotin)
- 02MET ECD — available (human/Cyno)
- 03Dual-binding SPR/BLI panel (simultaneous engagement)
- 04Cyno cross-species panel
- 05Trogocytosis/ADCC assay = service gap
9 · 实验工作流
结合 → 双结合 → 功能（PRD §20 §9）。
10 · 服务
11 · 证据
最近审校: 2026-08-19 ｜ 置信度: high ｜ 证据: Score 91/100 = Golden (PRD §7); Grade A/B only; full ledger in gp-master
完整证据台账: gp-master/GP-05_egfr-met.md（本仓库 docs/artifacts/gp-master/，未托管外链）
下一步