港股异动 | 同源康医药-B(02410)涨超15% 第三代EGFR-TKITY-9591商业化在即 艾多替尼头对头击败奥希替尼

智通财经
Jul 14

智通财经APP获悉,同源康医药-B(02410)盘中涨超15%,截至发稿,涨12.68%,报7.82港元,成交额4935.6万港元。

国海证券发布研报称,艾多替尼在NSCLC脑转移患者中头对头击败奥希替尼。第三代EGFR-TKI药物针对脑转移病灶的穿透与抑制能力仍存在短板。艾多替尼是奥希替尼差异化的氘代创新产品,2026年ASCO大会公司公布了艾多替尼在EGFR突变NSCLC脑转移患者一线治疗的ESAONA研究期中分析结果,艾多替尼与奥希替尼iORR为95.5% vs 79.6%,iPFS为NR vs 17.51个月(HR=0.46),所有预设亚组患者均可从艾多替尼治疗中显著获益。

该行续指,公司预计第三代EGFR-TKITY-9591将于2026Q3上市。2025年12月,公司提交了核心产品TY-9591一线治疗EGFR突变肺癌脑转移的附条件上市申请,按照优先审评工作流程预计2026Q3获批上市。此外,TY-9591一线治疗EGFRL858R突变的局部晚期或转移性肺癌的临床研究入组中,预计2026年Q4完成所有患者入组,并预计于2028年提交NDA。TY-9591的EGFR突变的晚期或转移性肺癌适应症,预计2026年下半年启动3期临床试验。

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