港股异动 | 百奥赛图-B(02135)午后涨超7% 再与Tubulis达成许可交易 公司月初与默克达成合作

智通财经
Sep 16, 2025

智通财经APP获悉,百奥赛图-B(02135)午后涨超7%,截至发稿,涨4.07%,报26.58港元,成交额1673.54万港元。

消息面上,9月16日,百奥赛图宣布与德国ADC开发企业Tubulis签署一项抗体许可协议,利用百奥赛图自主开发的RenMice全人抗体开发平台,Tubulis将结合其专有的连接子和有效载荷技术,用于开发创新ADC疗法。根据协议条款,百奥赛图将获得一笔首付款,并有权获得开发、监管及商业化里程碑付款,以及个位数净销售额分成。

值得注意的是,9月4日,百奥赛图刚刚与德国默克签署一项抗体选择权与评估协议,默克希望评估百奥赛图RenMice平台开发的全人抗体,共同开发用于核酸药物递送的抗体偶联脂质纳米颗粒(LNP)等前沿解决方案。百奥赛图董事长、CEO沈月雷表示,Tubulis行使选择权,以及和默克的协议,都彰显了全人抗体平台的国际竞争力和药物转化潜力。

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