异动解读|康诺亚-B盘中下跌5.59%,CMG901胃癌III期临床达主要终点后利好兑现承压

行情直击
Jul 28

7月28日,康诺亚-B盘中下跌5.59%,报77.7港元,成交额4.76亿港元。

消息面上,公司当日公告其与阿斯利康合作开发的靶向CLDN18.2抗体偶联药物CMG901全球III期临床试验CLARITY-Gastric01取得积极顶线结果。试验显示,CMG901在二线及后线CLDN18.2阳性晚期胃癌患者中,较研究者选择的治疗方案实现了具有统计学显著性的总生存期改善,安全特征与既往研究一致,未发现新安全信号。公司预计该药峰值年销售额达30亿至50亿美元。尽管临床数据积极,股价呈现典型的利好兑现回落走势,市场或已提前定价该预期。此前公司已收到吉利德收购Ouro Medicines带来的2.57亿美元首付款,基本面持续改善。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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