康方生物早盘涨超7% 三生制药PD-1双抗出海刷新纪录

新浪港股
21 May
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  康方生物(09926)股价上涨7.40%,现报88.50港元,成交额9.88亿港元。

  据每日经济新闻报道,三生制药PD-1双抗出海刷新纪录。青侨阳光基金经理林伟指出,从长期视角来看,PD-1双抗这一赛道市场广阔,容得下三到五家主流药企共同发展,“除了辉瑞,也还有很多其它药企有收购补全PD-1双抗的强烈意愿,也有众多的新兴ADC(抗体药物偶联物)药企可以合作”。此外,辉瑞在与Summit短暂合作后就下决心重金引进潜在竞品,对PD1/VEGF双抗这一赛道本身也有背书效应。

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