On August 19, a landmark moment arrived for tumor immunotherapy. Moderna and Merck announced that their phase III clinical trial, INTerpath-001, evaluating the tumor neoantigen mRNA vaccine mRNA-4157 combined with Keytruda as an adjuvant therapy for melanoma, successfully met its primary endpoint of recurrence-free survival (RFS) and the key secondary endpoint of distant metastasis-free survival (DMFS).
Following the announcement, Moderna shares surged 89%, while its partner Merck climbed 8%. In the Hong Kong market, 3D MEDICINES (01244) closed at HK$2.18, up 17.2%, making it one of the core beneficiaries of the sector-wide sentiment.
As an innovative pharmaceutical company deeply engaged in the chronic management of tumors, 3D MEDICINES has recently achieved multiple major business milestones, demonstrating its capability to move in lockstep with the world's leading tumor immunotherapy arena. Key results from a phase III pivotal clinical study of its innovative immunotherapy drug Enweida (envafolimab injection) were successfully presented at the 2026 American Society of Clinical Oncology (ASCO) annual meeting. Additionally, the first patient has been dosed in the IIT study of 177Lu-PSMA-3D1015 injection, the first radiopharmaceutical drug conjugate (RDC) from its proprietary nuclear medicine platform.
3D MEDICINES has built three major technology platforms: in vivo CAR-T/NK, mRNA-LNP tumor vaccines, and nuclear medicine. The universal mRNA-LNP tumor vaccine 3D124 leverages AI-driven antigen screening and self-developed LNP delivery technology to overcome international patent restrictions and substantially improve delivery efficiency. It has demonstrated significant tumor suppression effects in preclinical studies, with plans to complete dual IND filings in China and the U.S. by 2026. The next-generation PSMA-targeting RDC nuclear drug 3D1015, benchmarked against approved products in its class, has shown clinical potential to achieve equivalent tumor suppression at just one-quarter of the dose, with the first IIT dosing completed in August 2025.
For in vivo in-situ CAR-T, 3D128 employs the CD7-LNP pathway, placing it in the global first tier. Its preclinical transfection efficiency outperforms published literature data, and its off-the-shelf dosing route greatly enhances accessibility, while the LNP pathway offers a strong safety profile.
As global tumor immunotherapy enters a new era of gene-based treatments, 3D MEDICINES, with its differentiated pipeline layout and commercialization momentum, is well-positioned to continue unlocking catalysts for valuation revaluation.
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