港股异动 | 云顶新耀(01952)再涨超3% 近日集中展示AI+mRNA平台 可逆BTK治疗膜性肾病更新优异数据

智通财经
Jul 04, 2025

智通财经APP获悉,云顶新耀(01952)再涨超3%,截至发稿,涨3.2%,报66.1港元,成交额1.97亿港元。

交银国际发布研报指出,云顶新耀近期举办研发日活动,集中展示其完全整合且本地化的AI+mRNA平台,及基于该平台的多款mRNA肿瘤药物研发进展,其中包含个性化肿瘤治疗性疫苗EVM16、通用型现货肿瘤治疗性疫苗EVM14以及自体生成CAR-T项目。

该行还指出,EVER001治疗膜性肾病的Ib/IIa期研究结果显示:1)免疫学响应快速且显着,两个剂量组治疗8-12周后抗PLA2R自抗体平均降幅均超60%、到24周时接近100%;2)临床响应可观,20-24周治疗后24h尿蛋白水平降幅超50%、到36周时达到80%左右。高剂量组受试者在停药后仍维持100%的免疫学和临床上的完全响应率。公司预计9月正式公布52周随访数据,并与中美监管机构探讨潜在注册路径。同时,公司也在和潜在合作伙伴探讨可能的BD机会。

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