港股异动 | 君实生物(01877)午后涨超10% PD-(L)1/VEGF赛道景气度提高 机构称JS207具备BD潜力

智通财经
04 Jul

智通财经APP获悉,君实生物(01877)午后涨超10% ,截至发稿,涨9.17%,报26.2港元,成交额4.52亿港元。

消息面上,近期,由君实生物自主研发的重组人源化抗PD-1和VEGF双特异性抗体JS207的抗肿瘤作用机制及临床前研究结果在国际知名学术期刊《Frontiers in Immunology》上全文发表,详细描绘了JS207的分子设计、体外特征、功能和临床前抗肿瘤疗效。方正证券指出,JS207(PD1/VEGFA双抗)临床前数据发表,展现二代PD1抗肿瘤潜力。该行认为,JS207具备BD潜力。海外药企看重PD1/VEGF 的大药潜力,纷纷引入中国PD1/VEGF 产品,Summit、BioNtech、默沙东辉瑞、Instil 分别引进康方、普米斯、礼新、三生、宜明昂科的PD1(L1)/VEGF(R)的双抗。而仍有MNC未布局二代PD1产品,JS207具有BD潜力。

此外,有报道称,阿斯利康Summit正在商谈AK112药物合作事宜,合作金额高达150亿美元。开源证券此前指,PD-(L)1/VEGF双抗作为有望迭代PD-(L)1单抗市场的下一代IO基石药物,后续与ADC/TCE等联用将持续拓宽市场空间。截至2025年5月,MNC中仅辉瑞和默沙东通过引进布局此赛道,后续随着数据的不断成熟及联合应用潜力的不断验证,中国其他早期PD-(L)1/VEGF双抗也将有机会BD出海。目前PD-(L)1/VEGF双抗赛道景气度不断提高,相关标的有望持续受益。

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