港股异动 | 三生制药(01530)再涨近5% 机构称辉瑞707全球临床开展速度超市场预期

智通财经
Nov 14

智通财经APP获悉,三生制药(01530)再涨近5%,截至发稿,涨4.03%,报35.14港元,成交额11.29亿港元。

消息面上,三生制药在2025年STIC会议上公布707联合化疗治疗1LNSCLC的临床2期研究数据。此外,辉瑞公布707全球临床策略,辉瑞与三生制药达成协议后,积极推进707的临床开发,并将707管线列为其核心管线,目前已经提交5个新的临床申请,辉瑞的第二波开发计划预计在2026年底前将新增10个适应症的临床试验和10种以上新型组合方案。

华泰证券此前发布研报称,10月30日,根据Clinicaltrials披露,辉瑞注册了PF-08634404(SSGJ-707)的两项全球三期临床试验(NSCLC和CRC),正式启动海外临床。该行认为辉瑞707全球临床开展速度超市场预期,充分体现了FDA对中国创新药的认可,随着ADC联用等后续临床的逐步开展,有望持续催化公司估值提升。

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