港股异动 | 加科思-B(01167)尾盘涨超7% SHP2抑制剂研究数据发表 戈来雷塞有望近期获批

智通财经
20 May

智通财经APP获悉,加科思-B(01167)尾盘涨超7%,截至发稿,涨7.01%,报4.58港元,成交额4993.08万港元。

消息面上,加科思公告称,SHP2抑制剂SITNEPROTAFIB联用研究数据发表于学术期刊。目前公司正在开展SITNEPROTAFIB与戈来雷塞联用的III期临床试验,这标志着SITNEPROTAFIB是全球首个进入III期临床试验的SHP2抑制剂。

太平洋证券此前指出,2024年5月公司提交戈来雷塞治疗2线KRAS G12C+非小上市申请,预计25Q2可获批上市并获得一笔研发里程碑费用。基于安全性优势(3级TRAE低于竞品)和合作伙伴艾力斯在肺癌的销售优势,该行预测戈来雷塞销售峰值为11亿元。此外戈来雷塞的1 线非小3期和胰腺癌/泛癌种关键临床已启动,有望于26H2完成入组。

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