港股异动 | 百奥赛图-B(02315)涨超10% 双抗ADC推进海外开发 临床前CRO与模型鼠景气度上行

智通财经
Aug 04

智通财经APP获悉,百奥赛图-B(02315)涨超10%,截至发稿,涨10.39%,报57.9港元,成交额8028.46万港元。

消息面上,百奥赛图上月宣布与Whitehawk Therapeutics, Inc.签署一项全球战略合作协议,涵盖多个双特异性抗体偶联药物(BsADC)研发项目,双方将共同推进多元化的新一代治疗产品管线。据悉,从双方正式启动合作到完成协议签署,历时仅仅约四个月。

申万宏源指,公司模式动物与临床前CRO业务多年来持续保持强劲的增长态势,且已与全球领先的创新药企建立起深度紧密的合作关系,高壁垒叠加行业红利,份额有望持续提升。此外, AI+RenMice平台抗体业务加速兑现,平台价值与研发转化逐步显现。

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