思路迪医药股份（01244）盘初快速飙升，涨幅一度接近130%，截至发稿，股价上涨55.05%，现报3.38港元，成交额874.42万港元。
8月19日，Moderna与默沙东宣布肿瘤新抗原mRNA疫苗mRNA-4157+K药联合辅助治疗黑色素瘤的三期临床INTerpath-001达到主要终点RFS和关键次要终点DMFS。这一里程碑事件验证了mRNA技术在肿瘤治疗领域的商业化潜力，直接引爆全球医药板块。
公开资料显示，思路迪医药在肿瘤赛道布局已久，从全球第一款皮下注射PDL1到全球第一款WT1肿瘤疫苗，自建LNP递送系统和AI-肿瘤疫苗筛选平台，In-vivo Car T/NK等都瞄准国际最前沿方向，与全球顶尖肿瘤免疫赛道形成同频共振。在全球肿瘤免疫治疗迈入基因治疗新纪元的当下，思路迪医药凭借差异化的管线布局与商业化节奏，有望持续获得估值重估的催化剂。
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