科伦博泰生物-B(6990.HK):SKB264EGFRM肺癌顺利获批 25年有望加速放量

中信建投证券
14 Mar

核心观点公司核心产品SKB264 用于EGFR突变3L NSCLC适应症国内顺利获批,这是继24 年底TNBC 获批后国内上市的第二个适应症,也是全球首个用于肺癌适应症的Trop-2 ADC 新药。此外,24 年10 月31 日SKB264 用于EGFR-TKI 耐药2L NSCLC 适应症NDA 获受理,同样有望于25 年顺利获批。合作伙伴默沙东积极布局SKB264 全球临床试验,目前已布局12...

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