诺诚健华午后涨超15%,截至发稿,涨15.46%,报15.98港元,成交额8.05亿港元。
消息面上,7月3日,诺诚健华宣布其自主研发的靶向B7-H3的新型ADC创新药ICP-B794获得国家药品监督管理局(NMPA)药品审评中心(CDE)批准,可以开展临床研究。目前全球尚无B7-H3靶向疗法获批上市,诺诚健华这一创新成果具有先发优势。
太平洋证券指出,未来12个月内公司催化剂丰富,血液瘤领域,坦昔妥单抗(CD19)用于r/r DLBCL获批上市;ICP-248(BCL2)用于BTKi经治的r/r NHL临床、联合奥布替尼治疗1L CLL/SLL的2期临床的长期疗效数据读出;联合奥布替尼治疗1L CLL/SLL 的3期临床完成入组。自免领域,奥布替尼ITP 3期完成患者入组,SLE 2b期25Q4数据读出,PPMS和SPMS全球3期临床启动并完成首例患者入组;ICP-332(TYK2 JH1)特应性皮炎3期临床、白癜风2期临床完成患者入组;ICP-488(TYK2 JH2)银屑病3期临床完成患者入组。
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