港股异动 | 科伦博泰生物-B(06990)盘中涨超5% 默沙东联手Blackstone加速公司授权产品Sac-TMT全球开发

智通财经
Nov 12, 2025

智通财经APP获悉,科伦博泰生物-B(06990)盘中涨超5%,截至发稿,涨4.46%,报431.2港元,成交额1.06亿港元。

消息面上,近日,默沙东针对芦康沙妥珠单抗(sac-TMT)启动专项融资的罕见动作,向Blackstone融资7亿美元用于这款产品在2026年的全球开发。默沙东保留sac-TMT的开发、生产和商业化的决策权和控制权,并以sac-TMT未来一定的收益权来换取本次的融资。Sac-TMT,作为2022年科伦博泰生物-B(06990)授权给默沙东的重磅ADC药物,早已吸引了行业的目光。细品这笔融资背后的战略布局,不难看出默沙东对sac-TMT的高度重视。

根据默沙东2025 ASCO投资者交流会信息,2027年-2029年,sac-TMT将迎来9项临床试验III期数据的集中披露。这些关键数据的发布,将进一步验证sac-TMT在全球市场的巨大潜力,巩固其在默沙东全球管线中的核心地位,成为肿瘤布局中的“压舱石”。此次与默沙东的合作,体现了Blackstone对sac-TMT潜力的深刻洞察,愿意通过资金支持加速其全球开发进程。

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