晶泰控股(02228)今日盘中股价大幅拉升，涨幅一度达到5.09%，市场关注度显著提升。
消息面上，公司近期公布了与合作伙伴DoveTree的合作进展。根据公告，晶泰控股已收到合作协议项下的第二笔付款，金额为1900万美元。更关键的是，合作研发管线取得积极进展，其中一个泛癌种驱动的高价值资产已率先进入临床申请前准备研究阶段，并在初步生物学活性验证中展现出明确的靶点干预效应和优异的选择性窗口。这标志着相关药物研发迈出了实质性的一步。
此次合作始于2025年6月，晶泰控股利用其“AI+机器人”端到端人工智能药物发现平台为DoveTree开发候选药物。除了已收到的付款，公司未来还有资格获得最高可达58.9亿美元的潜在监管及商业里程碑付款，以及基于产品年度净销售额的个位数百分比特许权使用费。巨大的潜在收益前景和研发上的实质性突破，共同提振了市场信心，推动了股价上涨。
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