港股异动 | 来凯医药-B(02105)再涨超9% 乳腺癌候选新药LAE002斩获20.45亿元BD大单

智通财经
Nov 17, 2025

智通财经APP获悉,来凯医药-B(02105)再涨超9%,截至发稿,涨6.71%,报14.32港元,成交额9265.87万港元。

消息面上,11月12日,来凯医药将乳腺癌候选新药LAE002 (afuresertib)中国地区权益授予齐鲁制药,交易总金额达20.45亿元,而且来凯医药还有权收取十余到二十余百分点的梯度销售分成。LAE002是全球两种处于晚期临床开发阶段的针对乳腺癌及前列腺癌的AKT抑制剂之一。

公开资料显示,来凯LAE002是一种AKT强效抑制剂,能抑制所有三种AKT亚型(AKT1、AKT2及AKT3),HR+/HER2-乳腺癌适应症全球进度仅次于阿斯利康Capivasertib。据券商研报,LAE002国内销售峰值预计20亿元左右,全球销售峰值可参考Capivasertib。Capivasertib今年销售预期7-8亿美元,销售峰值预计10-20亿美元。

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