港股异动 | 科伦博泰生物(06990)涨超7% OptiTROP-Lung05研究实现里程碑突破

智通财经
Jun 05

智通财经APP获悉,科伦博泰生物(06990)涨超7%,截至发稿,涨6.87%,报417港元,成交额9442.01万港元。

消息面上,据科伦博泰生物官微消息,在ASCO 2026年会上,公司芦康沙妥珠单抗(Sac-TMT,SKB264)联合帕博利珠单抗1L治疗晚期PD-L1阳性非小细胞肺癌(NSCLC)的国内注册I川期临床OptiTROPLung05结果以口头汇报形式展示,该成果同时发表于《柳叶刀》。这是全球首个TROP2ADC联合免疫(1O)1L治疗NSCLC达到主要终点的I期研究。高盛认为,科伦博泰生物的研究数据坚实,足以支持监管部门核准,并为TroFuse-07第三期全球试验提供了强而有力的参照依据。

中金指出,本次芦康沙妥珠单抗+IO对照IO单药获得惊艳的PFS和OS获益,虽然mPFS未成熟,但目前数据提示联合组mPFS也有望超过既往IO+化疗水平(KEYNOTE-189 研究中为10.9个月,KEYNOTE-407研究中为8.3个月),且安全性方面≥3级TEAE横向对比IO+化疗更优(KEYNOTE-189为72.1%,KEYNOTE-407为74.1%)。中金认为,该适应症在国内已经递交上市申请,未来有潜力重塑PD-L1阳性1L NSCLC治疗格局。

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