智通财经APP获悉,君实生物(01877)涨超3%,截至发稿,涨3.65%,报13.08港元,成交额694.77万港元。
消息面上,君实生物宣布,公司自主研发的抗PD-1单抗产品特瑞普利单抗(商品名:拓益®)新增4项适应症成功被纳入《国家基本医疗保险、工伤保险和生育保险药品目录(2024年)》。新版国家医保目录将于2025年1月1日起正式实施。至此,拓益®在国内获批的10个适应症已全部纳入国家医保目录,是目录中唯一用于黑色素瘤、非小细胞肺癌围手术期、肾癌和三阴性乳腺癌治疗的抗PD-1单抗。
光大证券指出,公司核心产品特瑞普利单抗24年前三季度实现销售收入10.68 亿元,同比增长约60%,单Q3销售收入约3.97亿元,同比增长约79%。该行表示,随着特瑞普利单抗医保目录内适应症的增加,更多适应症的陆续数据读出和获批,以及持续不断的全球市场商业化拓展,特瑞普利单抗的商业化竞争力将获得持续提升。
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