智通财经APP获悉，亚盛医药-B(06855)涨超4%，截至发稿，涨4.12%，报35.35港元，成交额1475.96万港元。
东吴证券发布研报称，亚盛医药致力于血液瘤小分子药物开发，管线专注细胞凋亡和激酶抑制剂。其中，耐立克已在国内获批上市，海外权益授权武田，开启重磅全球合作。另一款核心产品APG-2575已在国内递交上市申请，海外III期临床推进中。1月24日挂牌纳斯达克，赴美上市开启国际化新篇章。
该行续指，耐立克是国产首个获批的三代BCR-ABL抑制剂，其针对TKI耐药的CML适应症通过简易续约纳入2024年国家医保目录，2025年销售收入有望加速，实现翻倍增长。此外，耐立克已获FDA批准在美国开展III期注册临床，预计25年完成患者入组，26年在美国递交上市申请。此外，该行认为，随着奥雷巴替尼销售放量和武田选择权付款到账，预计公司收入将快速增长，维持24年10.02亿元收入预测，将25-26年营业收入从4.74/9.19亿元上调至5.19/32.15亿元。
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