智通财经APP获悉，德琪医药(06996)早盘涨近14%，截至发稿，涨14.18%，报6.28港元，成交额2114.99万港元。
消息面上，德琪医药旗下ATG-022近日获国家药监局药品审评中心授予突破性治疗药物认定，用于两种治疗的CLDN18.2阳性、HER2阴性不可切除或转移性胃癌或胃食管结合部腺癌(GC/GEJ)患者。交银国际发布研报称，上调ATG022中长期及峰值销售预测近30%，上调公司DCF目标价至8.8港元，对应约60亿港元目标市值和2.1倍达峰时市销率，维持“买入”评级。
高盛则表示，德琪医药在不可切除或转移性胃癌(GC)方面的二期数据更新令人鼓舞。由于患者数目增加，且追踪时间延长，该行认为疗效/安全性仍具竞争力，同时仍认为无进展生存期(mPFS)是未来更新的主要焦点，这可能直接影响竞争对手的比较，以及潜在加速核准途径的能见度。
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