股价跌超20%，陈列平公司NextCure停止主导项目研发

在公开推出癌症免疫治疗初创公司 Normunity 后，陈列平的另一家公司 NextCure （纳斯达克股票代码：NXTC）宣布调整计划：将停止其主导项目 NC318 的工作，并将优先考虑一种名为 NC410 的抗体，用于难治性实体肿瘤。消息发布后，当天股价下跌超 20%。

今年 7 月份， NextCure 发布的一篇论文“ Development of an Immunohistochemical Assay for Siglec-15 ”中称，NC318 可以靶向 Siglec-15 (S15) ，后者是一种新型免疫调节靶点，该靶点主要存在于肿瘤微环境中称为 M2 巨噬细胞的高度免疫抑制细胞和某些肿瘤类型（包括肺癌、卵巢癌和头颈癌）中。

(资料图片)

NextCure 观察到 S15 促进抑制性骨髓细胞的存活和分化并负调节 T 细胞功能，使癌症避免免疫破坏。在临床前研究中，该公司指出研究表明 NC318 阻断了 S15 的负面影响，NextCure 随即声称该抗体“具有治疗多种癌症类型的潜力”。

但在 11 月 3 日公布的三季度财报中， NextCure 表示基于目前的疗效数据，决定停止 NC318 的临床开发。但会继续支持耶鲁大学的研究人员发起的 NC318 联合 pembrolizumab 在肺癌患者中的试验。

NextCure 总裁兼首席执行官 Michael Richman 表示，“我们将把开发工作重点放在 LAIR 项目上，包括最近启动的 NC410 在实体瘤中的 Ib/II 期联合试验，将与 Keytruda 结合进行测试，以及预计将于 2023 年第一季度开始的 NC525 的 1 期试验。此外，我们现已启动 NC762 的 Ib 期扩展试验。这些调整会使我们的现金流的使用延长 15 个月，直到 2025 年年中。”NC410 旨在阻断由 LAIR-1 介导的免疫抑制，LAIR-1 是一种在 T 细胞和骨髓细胞（包括树突状细胞，一种抗原呈递细胞）上表达的免疫调节受体。

截至 9 月底， NextCure 的现金、现金等价物和证券达到 1.692 亿美元。

▲图 | NextCure 管线，已无 NC318（来源：公司官网）

NextCure 成立于 2015 年，并于 2019 年上市，科学创始人陈列平是肿瘤免疫疗法先驱，PD-L1 第一发现人。曾发表 350 多篇经过同行评审的研究文章，是 40 多项美国专利的发明人。

NextCure 正在使用其专有的 FIND-IO 技术平台开发针对癌症和免疫相关疾病的新疗法。FIND-IO 平台使用专有方法在功能上评估初级免疫细胞和已建立的免疫谱系细胞系中的免疫通路，包括 T 细胞亚群、单核细胞、巨噬细胞亚群、树突细胞、癌细胞系和从患病患者分离的细胞。通过 FIND-IO 平台，可以研究各种免疫细胞，以发现和了解免疫细胞的靶标和结构成分及其功能影响，从而开发免疫药物。

今年 10 月份， NextCure 也任命 Lisa M. Coussens 博士为科学顾问委员会成员，她拥有 20 年的癌症研究经验，其研究重点是阐明免疫细胞在调节实体瘤发展中的作用，确定免疫机制被用于促进癌症发展的机制，以及了解对细胞毒性和基于免疫的疗法的反应。她的研究已经确定了多种免疫调节途径，这些途径正在积极研究作为转化为临床的治疗靶点。

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