智通财经APP获悉，映恩生物-B(09606)涨超6%，截至发稿，涨6.04%，报340.6港元，成交额1.54亿港元。
消息面上，据医药魔方，1月26日，美国临床试验收录网站显示，BioNTech启动了BNT324（DB-1311）的首个III期临床试验。该药物是第5款进入III期阶段的B7-H3 ADC。BNT324是映恩生物开发的一款B7-H3 ADC，于2023年4月被授权至BioNTech，该公司拥有该药物在中国以外的开发、生产和商业化权益。
国联民生证券指出，2026年ADC+IO与核心单药临床数据集中读出。映恩生物与BioNtech合作开发的三个ADC管线将于2026年读出多项联合IO双抗的临床数据。该行认为，映恩生物引领ADC迭代浪潮，2026年有望迎来商业化。映恩生物持续开发下一代新型ADC，包括双抗ADC，全新机制载荷ADC和自免ADC。其中两个双抗ADC已经进入临床阶段，具有独特的新型MOA有效载荷的ADC DB-1316有望解决现有ADC耐药的问题，即将进入临床阶段。
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