阿斯利康20亿美金押注加科思,KRAS迎来“三代EGFR时刻”

建国路128号
Dec 21, 2025

今天,加科思公告宣布与AZ就其Pan-KRAS抑制剂JAB-23E73 达成全球许可及合作协议,这是继其一年前和艾力斯合作后,又一次有力的对公司现金流的补充。从这个结果回看两个月前管理层在股价“高点”增持一个亿的行为,说明公司目标还是非常明确的,执行力也很强。KRAS有点像十年前的EGFR。从第一代易瑞沙到第三代奥希替尼(泰瑞沙),药物的迭代核心在于“更广的覆盖”和“解决耐药”。一代EGFR峰值...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10