消息面上,科济药业在中国及美国生物制药行业拥有多年研发经验,专注于创新CAR-T细胞疗法的研发。该公司的核心产品赛恺泽今年3月获国家药监局批准在中国地区新药上市,这是公司在中国大陆首款商业化产品。公司与华东医药(000963)就该产品在中国大陆地区的商业化权利签订协议,已获得订单5.25亿元人民币。
科济药业已自主建立了符合GMP的生产能力,可垂直一体化生产包括质粒、病毒载体和CAR-T细胞在内的系列产品,有利于控制成本提高利润率,也将加快患者就诊周转时间。该公司目前共有三个生产工厂投入运营,支持管线产品临床试验及商业化生产。
行业分析人士认为,虽然CAR-T细胞疗法目前仍处于起步阶段,但其在治疗血液及实体肿瘤方面展现出巨大的潜力和商业价值。科济药业在这一新兴赛道上处于领先地位,拥有端到端的技术积累,为公司带来了广阔的发展前景,也吸引了市场高度关注和青睐,从而推动了股价今日大幅上涨。
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