智通财经APP获悉，百奥赛图-B(02315)午后涨超10%，截至发稿，涨5.53%，报24.8港元，成交额2040.81万港元。
消息面上，百奥赛图近期宣布，与全球肿瘤治疗创新公司百济神州达成抗体分子的全球许可协议。根据协议条款，百济神州将向百奥赛图支付首付款。此外，百奥赛图还将有权获得开发和监管里程碑付款、商业化里程碑付款，以及基于净销售额的特许权使用费。据悉，百济神州此前已获得百奥赛图RenMice全人抗体平台的授权使用许可，本次双方在已建立的良好合作基础上进一步将合作拓展至抗体分子授权许可领域，标志着双方合作的持续深化。
东吴证券指出，百奥赛图上半年经营情况超预期，BD持续放量，包括与正大天晴合作的IGF1R抗体获批中国IND，并由百奥赛图主导海外BD。25年第一季度订单增速较快，国内工业端客户温和复苏，该行判断公司25上半年抗体BD业务40%+增速，动物模型保持40%以上增长，临床前CRO增速近60%，整体收入增速超过40%。
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