天风证券：维持和誉-B(02256)“买入”评级口服PD-L1与多药联用布局

智通财经

Oct 09

智通财经APP获悉，天风证券发布研报称，维持和誉-B(02256)“买入”评级，预计公司2025-2027年的营业收入分别为6.30亿元、6.85亿元和6.37亿元，归母净利润为0.45亿元、0.70亿元和1.02亿元。公司的PD-L1小分子抑制剂ABSK043联合KRASG12C抑制剂戈来雷塞片开展联合用药治疗KRASG12C突变的NSCLC的临床研究申请获CDE批准。此前，公司已经与艾力斯就联合用药达成了合作协议。

报告中称，公司多项核心资产迎来里程碑，发展进入密集催化新阶段。1)KRAS-G12D抑制剂ABSK141，在小鼠等动物模型中展现了同类最佳口服生物利用度，GLP毒理学研究中展现出良好的安全性特征，有望于2025年下半年获得IND批准;2)Pan-KRAS inhibitor ABSK211具有泛KRAS抑制剂具有潜在同类最佳的效力，对多种KRAS突变具有广泛抑制作用，且效力卓越，同时不损伤KRAS非依赖性细胞系，预计2026年进入临床阶段;3)CSF-1R抑制剂ABSK021(Pimicotinib)的TGCT适应症预计于2025H2向美国FDA递交NDA。4)靶向两个泛癌靶点的双特异性抗体偶联药物(BsADC)预计于2026年初获得临床前候选药物，该设计可协同发挥双靶点的治疗优势，通过共表达调控，降低各靶点在正常组织中的副作用。

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