异动解读 | Zymeworks盘前暴涨61%，HER2靶向双特异性抗体Ziihera临床试验取得重大突破

异动解读

Yesterday

周一盘前，Zymeworks Inc.（ZYME）股价飙升61.07%，引发市场广泛关注。这一显著涨幅主要源于该公司HER2靶向双特异性抗体Ziihera（zanidatamab-hrii）在一项关键第三期临床试验中取得突破性进展。

根据公司公告，HERIZON-GEA-01试验评估了Ziihera与化疗联合使用，作为局部晚期或转移性胃食管腺癌患者的一线治疗。与对照组（曲妥珠单抗加化疗）相比，Ziihera联合化疗在无进展生存期（PFS）方面显示出统计学显著改善。更令人鼓舞的是，Ziihera加PD-1抑制剂Tevimbra（tislelizumab）和化疗的组合在总生存期（OS）方面也表现出统计学显著改善。这些结果不仅证明了Ziihera的临床效果，还为患者提供了潜在的新治疗选择。

这一突破性进展对Zymeworks及其合作伙伴Jazz Pharmaceuticals意义重大。Jazz计划在2026年上半年提交补充生物制品许可申请，以支持Ziihera作为胃食管腺癌的一线治疗。值得注意的是，Ziihera已在美国、欧洲和中国获批用于二线膽道癌治疗，并已获得FDA授予的突破性疗法认定和快速通道认定。这一系列积极进展不仅增强了市场对Zymeworks研发能力的信心，也大大提升了公司的商业前景，从而推动股价大幅上涨。投资者对这一重大医学突破反应积极，预期这将为公司带来可观的长期收益。

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