智通财经APP获悉，三生制药(01530)盘中涨近8%，截至发稿，涨6.34%，报8.05港元，成交额4.47亿港元。
东吴证券表示，SGJ-707正在推进包括单药一线治疗PD-L1阳性的NSCLC、联合化疗治疗一线NSCLC，一线和后线转移性结直肠癌（mCRC）、以及包括子宫内膜癌、卵巢癌等在内的晚期妇科肿瘤等4项II期临床研究，近期于JPM大会上披露的II期临床阶段性分析数据显示了707显著的抗肿瘤活性和良好的安全性，具备同类最佳潜力。预计SSGJ-707国内销售峰值约40亿元，海外销售峰值有望达到45亿美金。
该行指出，三生制药核心产品特比澳、促红素及蔓迪等贡献80多亿收入、20多亿利润，对应7倍PE，估计每年拥有近5-10%增长，近60亿现金资产全面支持创新药研发，年研发投入近10亿处于行业前列；多年创新药不仅孵化三生国健优质自免创新药平台，更培育出或合作开发SSGJ707、自免系列产品及口服紫杉醇等，尤其SSGJ707在J.P.M展示积极II数据，有BEST-IN-CLASS全球竞争力，海外BD预期为股价提供较大弹性。
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