智通财经APP获悉，宜明昂科-B(01541)涨超10%，截至发稿，涨13.82%，报14港元，成交额8222.47万港元。
消息面上，宜明昂科发布截至2025年6月30日止六个月中期业绩，期内收入3802.7万元(人民币，下同)，同比增加49285.71%;研发开支1.68亿元，同比增加41.05%。公告称，收入的增加主要归因于公司与Axion Bio, Inc.达成的授权及合作协议收取近期付款。
太平洋证券发布研报称，公司在中国开展的IMM2510 联合化疗一线治疗NSCLC患者的II期临床取得了初步安全性和有效性数据。目前正计划开展III 期临床试验。此外，IMM2510 单药治疗复发/难治性实体瘤的I 期临床试验计划于2025年下半年在美国启动。预计公司2025-2027年营业收入分别为1.51/1.39/6.75亿元。核心管线估值有望进一步提升，维持“买入”评级。
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