港股异动 | 康宁杰瑞制药-B(09966)早盘涨超12% KN026商业化临近 即将贡献新增量

智通财经
Apr 13

智通财经APP获悉,康宁杰瑞制药-B(09966)早盘涨超12%,截至发稿,涨10.54%,报10.38港元,成交额2791.46万港元。

消息面上,康宁杰瑞近日宣布,KN026联合石药自主研发的白蛋白结合型多西他赛(HB1801),用于新辅助治疗HER2阳性乳腺癌的III期临床研究达到主要终点,标志着中国自主研发的HER2双特异性抗体在头对头III期研究中首次证实疗效超越"曲妥珠单抗+帕妥珠单抗"双单抗联合方案。

东吴证券此前指出,康宁杰瑞目前进展最快的两款产品KN026源于JSKN003均已与石药集团达成国内合作。其中KN026在25年9月已经提交国内上市申请并获优先审评资格,用于2L HER2阳性胃癌患者,我们预计该适应症有望在2026年上市,如能在6月30日前获批则将有机会参与本年度医保目录谈判,加快KN026放量速度。

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