再鼎医药:艾加莫德新剂型获FDA批准 不惧竞争 大单品销售可期

德邦证券
14 Apr

投资要点重症肌无力领域近期新药进展众多,我们认为艾加莫德作为BIC,在MG 治疗领域地位难以被撼动。1)快速起效,快速达标:越来越多的临床试验使用基于重症肌无力日常生活量表(MG-ADL)评估的最小症状表达(MSE)作为评价指标,ADAPT 研究结果显示有40%患者在首个治疗周期MG-ADL 就达到0 或1 分状态,即最小临床表现(MSE)。近日的研究表明艾加莫德相较于传统疗法能够诱导患者早期达到...

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