港股异动 | 科济药业-B(02171)再跌超8% TCE优异数据引发市场对自体CAR-T前景担忧

智通财经
Mar 02

智通财经APP获悉,科济药业-B(02171)再跌超8%,截至发稿,跌8.06%,报13港元,成交额1892.91万港元。

东方证券发布研报称,ASH 2025大会披露了BCMA TCE(T细胞接合器)特立妥单抗联合达雷妥尤单抗治疗复杂/难治性多发性骨髓瘤(R/RMM)的MajesTEC-3研究数据,疗效表现不弱于CARVYKTI,PFS率甚至更优,同时安全性良好。

该行指出,自体CAR-T凭借优异的疗效具备极大的吸引力,2025年全球销售额已接近60亿美元。近期TCE优异的数据引起市场对自体CAR-T前景的担忧,主要因为疗效接近的情况下自体CAR-T复杂的制备和使用过程,以及高昂的成本带来的价格劣势格外突出。in vivo CAR-T是解决以上问题极具潜力的方向。

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