异动解读|艾伯维盘中上涨3.06%,FDA授予在研药物两项突破性疗法认定

行情直击
Oct 08

10月7日,艾伯维盘中上涨3.06%,报274.86美元/股,成交额4.79亿美元。消息面上,美国食品药品监督管理局授予公司在研药物telisotuzumab adizutecan两项突破性疗法认定,分别用于治疗结直肠癌和非小细胞肺癌,这一监管进展成为盘中股价走强的直接催化剂。

具体来看,其中一项认定针对该药物与贝伐珠单抗联用,治疗既往接受过多种标准疗法后仍进展的难治性转移性结直肠癌成人患者;另一项则作为单药疗法,用于治疗EGFR野生型、c-Met蛋白表达的晚期或转移性非鳞状非小细胞肺癌患者。突破性疗法认定有助于加速后续临床开发与审评进程,强化了艾伯维在肿瘤学管线的长期价值。

此外,近期多家投行密集上调公司目标价,加拿大丰业银行将目标价从280美元调高至320美元,维持行业跑赢评级;摩根士丹利亦将目标价从296美元上调至310美元,反映出市场对其研发管线和商业化前景的积极预期。

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