Accelerated Enrollment and Global Leading Technical Advantage
Since initiation, the Phase 2b trial of TMB-365/380 has delivered outstanding performance. Benefiting from strong patient willingness to participate and robust support from the healthcare system, enrollment has now exceeded 80%. As the study enters its final enrollment phase, the Company remains highly optimistic about the trial outcomes. This progress is expected to significantly accelerate TaiMed’s global licensing discussions with major international pharmaceutical companies, with the goal of transforming the current daily oral HIV treatment paradigm and advancing the long-acting therapy market.
Strategic Shift Targeting a US$4 Billion First-Line Maintenance Market
From a market strategy perspective, TaiMed is actively repositioning its product portfolio. While its approved product Trogarzo® primarily serves as a salvage therapy for patients with multidrug resistance, the next-generation TMB-365/380 is targeting a much broader market opportunity as a first-line long-acting maintenance therapy. Based on market assessments, TMB-365/380 has the potential to reshape the treatment paradigm, with projected peak annual sales of US$3–4 billion.
Strengthening Global Licensing Leverage and Transforming the Treatment Landscape
With Phase 2b enrollment nearing completion, the Company holds a highly positive outlook on its future market share in the long-acting HIV space and the prospects for global licensing partnerships. TaiMed will continue to advance its innovative antibody pipeline while leveraging both clinical data and strategic collaborations to capture opportunities in the global long-acting HIV market—delivering more convenient and effective treatment options for patients, while driving long-term corporate growth.
