港股异动 | 德琪医药-B(06996)尾盘涨超5% 公司拟加大AI药物研发投入 希维奥新适应症此前纳入医保

智通财经网
25 Feb

智通财经APP获悉,德琪医药-B(06996)尾盘涨超5%,月内累计涨幅已达180%。截至发稿,涨4.69%,报2.23港元,成交额1425.96万港元。

消息面上,2月19日,德琪医药宣布,公司计划加大投入,整合资源成立专门的AI部门。这一举措包括本地部署DeepSeek以加速具有空间位阻遮蔽效应的T细胞衔接器(TCE)平台后续管线研发。通过整合过去4年已有资源,并本地化部署DeepSeek,公司将利用特定算法和AI资料采集,对跨资料库多组学资讯进行整合分析。这种方法可以对候选蛋白进行有效的排序遴选,锁定适于TCE的全新肿瘤抗原以加速公司TCE平台后续管线的研发。

德邦证券指出,2024上半年希维奥销售额人民币6080万元,2024年7月,继首次被批准用于治疗复发或难治性多发性骨髓瘤(R/RMM)之后,在中国获批第二项适应症,用于治疗R/RDLBCL。希维奥在中国累积获批的两项适应症均已被纳入国家医保目录,医保覆盖人群进一步扩大。值得一提的是,希维奥在半年之内,实现了新适应症从获批、上市到纳入医保的“三级跳”。

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