智通财经APP获悉，加科思-B(01167)午后涨超6%，截至发稿，涨6.13%，报6.06港元，成交额1458.81万港元。
消息面上，去年12月，加科思发布公告称，已就其自主研发的泛KRAS(Pan-KRAS)抑制剂JAB-23E73与阿斯利康达成合作协议。此外，戈来雷塞已于2026年初与另外两款国产KRAS G12C抑制剂同步进入国家医保目录。
招银国际指出，JAB-23E73(pan-KRAS)是公司的核心在研管线，预计在国内有望达到12亿元人民币的经风险调整后的峰值销售额；在海外市场，有望达到19亿美元的经风险调整后的峰值销售额(调整前为72亿美元)。戈来雷塞(KRAS G12C)于2026年1月被纳入国家医保目录，我们预计其销售在艾力斯的商业化推动下将实现快速增长。
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