今日盘中，加科思-B（01167.HK）股价大涨17.02%，引发市场关注。这波涨势主要受到公司新药获批上市及中期业绩显著改善的推动。
根据公司最新发布的中期业绩报告，加科思-B在报告期内实现收入4566.4万元人民币，而去年同期为零收入。这一收入增长主要得益于与艾力斯（688578.SH）签订的许可协议里程碑付款。同时，公司拥有人应占亏损收窄至5899.4万元，同比减少65.1%，显示公司财务状况有所改善。
另一个重要利好因素是，加科思-B研发的KRAS G12C抑制剂产品戈来雷塞（Goralatinib）已于2025年5月获得国家药监局批准上市，用于治疗至少接受过一种系统性治疗的KRAS G12C突变型晚期非小细胞肺癌成人患者。该产品已于2025年6月在全国多地开始商业化。此外，公司的HER2-STING iADC临床候选药物JAB-BX467也在2024年下半年获得提名，计划于2026年提交IND申请，进一步丰富了公司的产品管线。这些进展均显示出加科思-B在新药研发和商业化方面的实力，提升了投资者对公司未来发展前景的信心。
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