科伦博泰生物-B(06990)今日盘中股价大涨5.43%,引发市场广泛关注。消息面上,公司旗舰产品SKB264(簪康沙妥珠单抗)近期在国内正式获批上市,标志着公司核心产品正式进入商业化阶段。
分析人士指出,作为国产进度第一、全球进度前三的TROP2 ADC药物,SKB264疗效突出,有效缓解多种恶性肿瘤患者症状,未来市场空间广阔。同时,合作方默沙东围绕SKB264已开展多项国内外III期临床试验,涵盖非小细胞肺癌、子宫内膜癌、乳腺癌等多个适应症,商业化前景可期。
除SKB264外,科伦博泰生物-B在研管线丰富,包括PD-L1单抗A167、HER2 ADC A166等多款产品已申报新药上市,有望于未来陆续获批上市。另有数款产品进入II期和I期临床试验。公司强大的产品管线和技术平台赢得了市场信心,有望进一步推动公司长期增长,这是带动公司股价上涨的主要原因。
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