港股异动 | 基石药业-B(02616)再涨超9% GIC斥资超6亿港元增持公司股份 二代IO产品即将披露数据

智通财经
Aug 25, 2025

智通财经APP获悉,基石药业-B(02616)再涨超9%,截至发稿,涨7.37%,报10.35港元,成交额2.01亿港元。

消息面上,根据香港联交所8月20日披露的文件,8月18日,新加坡政府投资公司(GIC Private Limited)增持基石药业8,040万股普通股股份,每股均价7.9港元,价值约6.35亿港元。增持后,新加坡政府投资公司最新持仓比例由0.00%升至5.49%。

国投证券发布研报称,基石药业核心品种二代IO产品PD-1/VEGF/CTLA-4三抗CS2009的全球多中心I/II期临床试验正在澳大利亚和中国积极招募患者,后续公司计划将其扩展至美国进行II期入组,预计年底前患者数将突破100例,计划于2025年下半年启动Ib/II期剂量扩展/注册性研究。此外,Ia期临床研究数据(包括安全性、PK、PD及抗肿瘤活性)将在2025年10月召开的ESMO大会上首次公布,相关数据值得期待。该行表示,考虑到公司已上市/即将上市产品的放量潜力以及丰富的临床研发管线,公司未来发展前景可观。

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