三生制药(1530.HK):BD出海金额创纪录 ASCO数据表现亮眼

中信建投证券
Jun 07, 2025

核心观点三生制药在创新药国际化合作与临床进展上双获突破:5 月20 日与辉瑞达成 PD-1/VEGF 双抗 SSGJ-707 海外权益授权,总金额最高达 61.5 亿美元(含 1 亿美元战略入股),创本土双抗出海重磅纪录;6 月1 日 ASCO 公布该药单药治疗晚期 NSCLC 的 II期数据,鳞癌/非鳞癌客观缓解率分别达75%/64 %,疾病控制率97%,且 3 级以上治疗相关不良反应仅...

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