Regulatory & Policy

Adagene advancing HER2 bispecific TCE into clinic in China

Adagene advancing HER2 bispecific TCE into clinic in China

China's National Medical Products Administration (NMPA) has cleared an investigational new drug application for ADG138, a HER2×CD3 bispecific T-cell engager developed by Adagene Inc. (Nasdaq: ADAG), allowing the San Diego and Suzhou-based company to initiate a first-in-human Phase I study in patients with advanced solid tumors in China. The trial is expected to begin in Q4 2026.

ADG138 applies Adagene's SAFEbody precision masking technology to both binding arms of the molecule — simultaneously masking the HER2-targeting domain and the CD3-engaging domain. In its inactivated state, the molecule is designed to minimally bind either target; proteolytic cleavage within the tumor microenvironment unmasks both sites, redirecting cytotoxic T cells to HER2-expressing tumor cells while the company says limiting off-target activity in healthy tissue. The dual-masking approach may differentiate ADG138 from conventional HER2×CD3 bispecific T-cell engagers, which carry unmasked CD3-binding domains that can trigger systemic cytokine release at lower doses.

Preclinical data presented at the American Association for Cancer Research (AACR) Annual Meeting in 2022 showed approximately 220-fold and greater than 1,000-fold reductions in HER2 and CD3 binding, respectively, in the masked state, while retaining T cell-mediated tumor cell killing. Adagene reported that ADG138 drove regression in HER2-high and HER2-low tumor models, including models described as refractory or resistant to trastuzumab deruxtecan (Enhertu), and was tolerated at doses more than 300-fold higher than an unmasked comparator T-cell engager, with reduced cytokine release and a longer apparent half-life. The company attributed these findings to the dual-masking configuration.

The planned Phase I study is open-label and designed to evaluate safety and preliminary efficacy in advanced solid tumors, with determination of a recommended Phase II dose as a secondary objective.

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The main clinical benchmark for ADG138 is trastuzumab deruxtecan (Enhertu), which is approved in the US for previously treated HER2-positive (IHC 3+) unresectable or metastatic solid tumors. ADG138 is pursuing a different therapeutic strategy: rather than delivering a cytotoxic payload to HER2-expressing cells, it is designed to redirect T cells through CD3 engagement after tumor-localized unmasking. Adagene has reported preclinical activity in models described as resistant or refractory to trastuzumab deruxtecan, although no comparative clinical data are available.

ADG138 is Adagene’s first HER2-directed clinical candidate. The company’s lead program, muzastotug (ADG126), is a masked anti-CTLA-4 SAFEbody in Phase Ib/II and Phase II studies in microsatellite-stable metastatic colorectal cancer and has US FDA Fast Track designation in combination with pembrolizumab for patients without active liver metastases, providing the company with clinical experience using the same masking platform.


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