智通财经APP获悉，宜明昂科-B(01541)早盘涨超7%，截至发稿，涨2.63%，报3.9港元，成交额179.63万港元。
消息面上，宜明昂科宣布，近期在ASCO 2026年会上以壁报形式公布IMM2510治疗IO经治晚期肺鳞癌最新进展。数据显示，IMM2510在经免疫治疗进展的晚期肺鳞癌患者中，不仅疗效显著，更展现出区别于同类产品的优异安全性。公司指，基于I期研究展现出的积极数据及暴露-效应分析结果，研究已确定20mg/kg Q2W为II期推荐剂量(RP2D)，后续III期临床研究正在计划中。
智通财经APP在《填补后线鳞癌治疗空白、创新兑现加速，宜明昂科-B(01541)步入关键击球区》中指出，随着IMM2510重磅数据的披露，宜明昂科在差异化原研创新方面的确定性得到进一步确认，而公司也有望通过管线内多个具备潜在FIC/BIC产品，打开更多的估值想象空间。此外，手握超10亿元现金且同样拥有差异化创新管线，还能通过股票回购方式回报股东的宜明昂科当下PS估值仅8.69倍。这一估值水平显然已处于底部“击球区”位置，公司内在价值亟待二级市场重估，值得投资者保持关注。
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