智通财经APP获悉，Jeffeies发布研报称，首次覆盖基石药业-B(02616)，给予买入评级，目标价20港元。Jefferies认为CS2009首创三特异性抗体（tsAb）瞄准总生存期优势与商业合作潜力，随着PD-1专利即将到期及全球对OS驱动型免疫肿瘤资产兴趣的增长，CS2009被定位为IO 2.0时代的骨干疗法，具备高度的BD潜力。基石药业开发了一个独特且模块化的ADC平台 - 2.0管线的另一关键支柱。
基石药业"1.0时代"卓越的BD合作记录，基石药业已成功就5款产品执行了9项合作交易，是中国首批通过战略合作伙伴关系产生特许权使用费收入的生物科技公司之一。Jefferies认为，基石药业"1.0时代"的成就不仅为加速研发管线进展、支持其向创新驱动增长转型提供了关键资金，也通过持续卓越的业务开发能力为未来的全球扩张奠定了坚实基础。
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