智通财经APP获悉，科伦博泰生物-B(06990)涨超6%，截至发稿，涨5.5%，报318.2港元，成交额8556.28万港元。
国信证券发布研报称，科伦博泰生物-B的核心产品sac-TMT/SKB264(TROP2 ADC)的第一和第二个适应症(TNBC 3L 和EGFRmNSCLC 3L)分别在24年底和25年初获批上市，成为首个获批肺癌适应症的TROP2 ADC。EGFRm NSCLC 2L适应症的上市申请已经获得受理，预计将在今年获批上市，EGFRm NSCLC 1L、驱动基因阴性NSCLC 1L、TNBC1L等适应症正在进行3期临床。合作伙伴默沙东已经开启了12项sac-TMT的全球多中心3期临床，涵盖了肺癌、乳腺癌、妇科肿瘤等多适应症。
该行续指， 公司2024年营收为19.33亿元(+25.5%)，营收主要来自合作收入，研发费用为12.06亿元(+17.0%)，全年亏损2.67亿元(上年同期亏损5.74亿元)。截至24年底，公司在手现金及金融资产约30.8亿元(+21.5%)。随着sac-TMT、塔戈利单抗和西妥昔单抗N01相继获批上市，公司正式进入商业化阶段。
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