异动解读 | 劲方医药-B盘中大涨5.34%,年度业绩增长及核心药物III期进展成催化剂

异动解读
Mar 25

劲方医药-B(02595)今日盘中大涨5.34%,引起了市场的广泛关注。

消息面上,公司发布了截至2025年12月31日止年度的年度业绩。尽管报告期内母公司拥有人应占亏损有所扩大,但市场焦点更多地放在了积极的业务进展上。公司收入达到1.3亿元人民币,同比增长约24.5%,增长主要得益于与Verastem就核心候选药物GFH375达成的合作及对外授权安排。更值得关注的是,公司的经调整亏损(非国际财务报告准则计量)为2.27亿元,较上年同期的2.50亿元有所收窄,显示出核心经营层面的改善。

此外,公司在研发管线上取得了关键突破。其核心产品GFH375作为全球首个进入III期注册性临床试验的口服KRAS G12D抑制剂,已获得美国食品药品监督管理局(FDA)的快速通道资格。公司在针对胰腺癌和非小细胞肺癌等领域的多元靶向药疗法上也展现出良好的临床数据和市场前景。这些积极的研发进展和业务增长潜力,共同提振了市场对公司未来发展的信心,成为推动股价上涨的主要动力。

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