智通财经APP获悉,三生制药(01530)涨超8%,截至发稿,涨8.22%,报9.22港元,成交额3.99亿港元。
消息面上,三生制药此前公布,近期于JPM大会上披露的II期临床阶段性分析数据显示,707在非小细胞肺癌(NSCLC)和转移性结直肠癌(mCRC)患者的治疗上展现出优异的客观缓解率(ORR)和疾病控制率(DCR),尤其在NSCLC适应症上,无论单药还是与化疗联用,707均展示了显著的抗肿瘤活性和良好的安全性。据东吴证券预计,SSGJ-707国内销售峰值约40亿元,海外(欧美)销售峰值有望达到45亿美金。
东吴证券研报指出,公司核心产品特比澳、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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