According to a recent LinkedIn post from BioSpectator Inc, Chinese biopharma company Henlius appears to be accelerating clinical development of AC101 (HLX22), a HER2 epitope antibody in-licensed from AbClon. The post indicates that Henlius has initiated a Phase 2/3 trial combining AC101 with a HER2 antibody-drug conjugate (ADC) in first-line breast cancer treatment.
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The LinkedIn post notes that Henlius previously started the HLX22-BC201 Phase 2 study in HER2-low breast cancer in China, combining AC101 with the current standard-of-care HER2 ADC Enhertu (T-DXd), and that patient enrollment is now complete. The latest trial reportedly combines AC101 with HLX87, a HER2 ADC asset acquired from GeneQuantum in 2023, which, like Enhertu, uses a TOP1 inhibitor payload.
According to the post, Henlius seems to be positioning itself aggressively in the HER2 therapeutics segment by pursuing multiple AC101-based combination regimens, including with its own HLX87. The commentary further suggests that development is also planned for a HER2xHER2 ADC incorporating the AC101 sequence, implying a broader pipeline strategy around this antibody platform.
For investors following AbClon and related stakeholders, the described expansion of clinical programs around AC101 could signal potential value creation if trial results prove positive and lead to commercialization or milestone payments. More broadly, the activity highlighted in the post underscores intensifying competition and innovation in HER2-targeted and HER2-low breast cancer therapies, an area that has attracted significant global oncology investment.