异动解读 | Pan-KRAS抑制剂临床数据积极,加科思-B盘中大涨5.35%

异动解读
Mar 11

加科思-B(01167)今日盘中大幅上涨5.35%,引起市场关注。

消息面上,公司核心管线Pan-KRAS抑制剂JAB-23E73披露了积极的临床数据。在一期研究中,该药物在可评估的13例KRAS突变胰腺癌患者中,客观缓解率(ORR)达到38.5%,疾病控制率(DCR)为84.6%,且安全性表现优异,三级治疗相关不良事件发生率仅为11.9%,显著低于同类产品。此外,中国药监局已批准其联合化疗用于KRAS突变胰腺癌一线治疗的临床试验。

与此同时,公司此前公布了2025年度业绩,亏损收窄至1.46亿元人民币,并与阿斯利康就JAB-23E73达成了总潜在价值最高达19.15亿美元的重大合作协议,包括1亿美元预付款。公司首个商业化产品戈来雷塞也已在中国获批上市并纳入医保。这些积极的研发进展和商业化里程碑共同推动了股价上涨。

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