智通财经APP获悉，百济神州(06160)高开近7%，截至发稿，涨6.89%，报136.6港元，成交额5835.55万港元。
消息面上，5月12日，国家药品监督管理局药品审评中心(CDE)正式受理百济神州在研BCL2抑制剂索托克拉片(英文通用名：sonrotoclax)的新药上市申请(NDA)，并已纳入优先审评，拟用于治疗既往接受过抗CD20治疗和BTKi治疗的套细胞淋巴瘤(MCL)成人患者。
此外，高盛发表报告，百济神州在慢性淋巴细胞白血病(CLL)领域的领导地位有望进一步巩固，其BTK/BCL2产品组合，包括BCL2抑制剂具颠覆一线CLL治疗模式的巨大潜力，以及BTK降解剂初步反应数据令人鼓舞，且耐受性良好。高盛预测，该药物组合2035年经风险调整的销售额为88亿美元，高于之前估算的72亿美元。
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