智通财经APP获悉，云顶新耀-B(01952)午后涨超11%，截至发稿，涨9.88%，报62.85港元，成交额6.82亿港元。
消息面上，云顶新耀宣布，其伊曲莫德（VELSIPITY®）用于治疗中重度活动性溃疡性结肠炎（UC）患者的新药上市许可申请正式获得韩国食品药品安全部受理。这表明该潜力新药在亚洲市场准入方面取得关键进展，其亚洲商业化布局得以进一步完善。此前，伊曲莫德已在中国澳门、新加坡和中国香港获批，且在中国大陆的上市申请已获受理，此次韩国上市申请获受理，使得云顶新耀距离亚洲市场全面布局更近一步。
西南证券此前指出，耐赋康是中国首个且唯一获批的IgA肾病治疗药物，上市后放量明显，销售峰值剑指50亿元；伊曲莫德为新一代口服治疗溃疡性结肠炎药物，有望于2025年底前获批上市；EVER001为共价可逆BTK抑制剂，潜在同类最佳产品，授权潜力大。随着耐赋康、依嘉、伊曲莫德、EVER001等产品的上市和放量，我们预计公司2025-2027年营业收入分别为14.7、30.7和42亿元。
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