智通财经APP获悉，科伦博泰生物-B(06990)午后涨近13%，截至发稿，涨12.56%，报288.6港元，成交额1.19亿港元。
里昂发布研报称，科伦博泰生物24年收入同比升25.5%至19.33亿元人民币，净亏损同比收窄53.5%至2.67亿元人民币，均胜于预期。公司初步建立其销售团队，目标维持今年芦康沙妥珠单抗(sac-TMT)药物销售达8亿至10亿元人民币。该行指，进一步标签扩充(label expansion)芦康沙妥珠单抗及靶向人类表皮生长因子受体2(HER2)的抗体药物偶联物(ADC)获批准等均是今年值得关注的重点。
开源证券则指出，科伦博泰生物药品销售收入主要是由芦康沙妥珠单抗自2024年11月22日在中国获批上市后贡献。截至2025年3月，芦康沙妥珠单抗已在中国获批两项适应症且一项已获得受理，MSD作为合作方已在海外开展十二项全球多中心注册III期临床，公司已成功实现从研发型向商业化公司的转型，迈向管线收获期。
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