异动解读 | Replimune集团股价盘中飙升100%,皮肤癌新药申请获FDA接受

异动解读
Oct 20, 2025

生物技术公司Replimune Group Inc(纳斯达克股票代码:REPL)周一(10月20日)股价表现亮眼,盘中大涨100.76%,引发市场广泛关注。这一显著涨幅主要源于该公司在新药开发方面取得重大进展。

据悉,美国食品药品监督管理局(FDA)已接受Replimune重新提交的实验性疗法RP1的审批申请。该药物与百时美施贵宝的Opdivo联用,用于治疗晚期黑色素瘤。FDA此次接受申请为该药物的潜在批准铺平了道路,预计将于明年4月10日前对该药物做出决定。

这一消息对Replimune来说意义重大。今年7月,该公司曾收到FDA的完全响应函,理由是没有足够的数据证明其实质性疗效。此次申请获接受表明公司可能已经解决了FDA此前提出的问题,为新药上市带来了新的希望。

值得注意的是,在此利好消息公布之前,Replimune的股价今年以来已累计下跌62.8%。此次股价的大幅反弹反映了投资者对公司前景的信心恢复。然而,投资者仍需谨慎关注FDA最终的审批结果,因为这将直接影响公司的长期发展。

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