智通财经APP获悉,亚盛医药-B(06855)再涨超4%,截至发稿,涨4.31%,报65.4港元,成交额1.88亿港元。
消息面上,亚盛于2025 ASCO大会以口头报告形式展示了Lisaftoclax联用在美国和澳洲人群包含AMLMDS在内的恶性髓系肿瘤数据,其中Venetoclax耐药R/RAML/MPAL人群显示出的31.8%ORR令人惊喜。浦银国际认为,若后续能在更大样本量下Venetoclax耐药R/RAML人群持续显示不错的疗效数据,Lisaftoclax有望打开R/RAML在美国及海外的潜在增长空间。
中金近期也表示,亚盛医药在美国临床肿瘤学会(ASCO)年会上口头报告了Bcl-2抑制剂APG-2575(lisaftoclax)合并阿扎胞苷针对髓系恶性肿瘤的Ib/II期研究数据,并更新了MDM2-p53抑制剂APG-115(alrizomadlin)治疗晚期腺样囊性癌(ACC)或其它实体瘤患者的II期临床研究资料。该行认为,APG-2575R/RAML数据亮眼,展现出克服维奈克拉抗药性的潜力。鉴于维奈克拉尚未核准1LMDS,此适应症竞争格局良好,建议关注临床开展情况。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.