异动解读 | 映恩生物-B盘中大涨15%,ADC新药研发进展及券商看好推动股价创新高

异动解读
22 Apr

映恩生物-B(09606)今日盘中大涨15%,股价一度触及232.8港元,创上市以来新高。截至11时52分,该股涨幅收窄至15%,报230.2港元,成交额超1.75亿港元。

映恩生物是全球抗体偶联药物(ADC)领域的领先企业,专注于为癌症和自身免疫性疾病患者研发创新ADC药物。公司拥有两款自主研发的核心产品,并有五项处于临床阶段的资产已获得美国FDA和中国国家药监局的研究用新药批准。其中,DB-1303和DB-1311两款产品在临床试验中展现出良好的治疗潜力。

国泰海通证券近期发布研报,给予映恩生物-B"增持"评级,目标价300.70港元。分析师指出,公司的DB-1303产品相比同类药物Enhertu表现更优,而DB-1311在小细胞肺癌(SCLC)和去势抵抗性前列腺癌(CRPC)治疗方面有望取得突破。此外,映恩生物产品管线丰富,ADC布局持续扩容,预计2025-2027年收入将稳步增长。券商的积极评级进一步提振了投资者信心,推动股价创下新高。

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