异动解读 | Scholar Rock盘中大涨10.59%,Q2亏损收窄叠加SMA药物FDA审批进展顺利

异动解读
Aug 07

Scholar Rock Holding Corp (SRRK) 今日盘中大幅上涨10.59%,引发市场广泛关注。

消息面上,公司最新披露的第二季度财报显示,每股净亏损为0.84美元,较去年同期的每股0.98美元明显收窄,业绩改善趋势显著。与此同时,公司旗下脊髓性肌萎缩症(SMA)药物apitegromab的上市申请正在接受美国食品药品监督管理局(FDA)审查,且进展顺利。公司目前拥有两家灌装和包装工厂,这意味着在9月30日前将有两条独立的审批路径,经纪公司Truist亦表示,第二家灌装/包装基地应有助于该药物在短期内获得美国批准。

此外,公司已为apitegromab的商业化做好充分准备,一旦获得FDA批准即可在美国市场推出,且商业化所需供应充足。截至2026年6月30日,公司持有现金、现金等价物及有价证券共计4.921亿美元,为后续运营及商业化提供了坚实的资金保障,进一步增强了市场信心。

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