智通财经APP获悉，先声药业(02096)盘中涨超8%，截至发稿，涨5.25%，报12.84港元，成交额8804.76万港元。
消息面上，2025年美国临床肿瘤学会（ASCO）年会将于5月30日至6月3日在美国芝加哥举行。先声再明苏维西塔单抗、SIM0270（新一代口服SERD分子）两款在研创新药，科赛拉®、恩维达®、恩度®三款已上市创新药共18项研究被大会收录，将向全球肿瘤科学界展示最新临床数据。
此外，近期国产创新药重磅BD交易再次带动行业热度。据悉，先声药业首款达成出海交易的新药SIM0278(Treg偏好型IL-2融合蛋白)于2022年刷新了彼时临床前国产自免新药BD总金额最高纪录；SIM0500(GPRC5D/BCMA/CD3三抗)则与AbbVie达成超10亿美元的授权协议，目前正在中美两国开展针对复发或难治性多发性骨髓瘤的临床I期研究，目标市场空间十分可观。浙商证券此前指，仍然看好公司创新药存量+增量品种持续驱动2025-2027年业绩保持快速增长。
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