PD-1/VEGF的蝴蝶效应:Summit跌36%,BioNTech跌15%,Instil Bio跌35%

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康方生物PD-1/VEGF双抗新适应症获批,用于NSCLC一线治疗,资本市场大幅波动。尽管OS期中分析未达到统计学显著,但结果积极,行业对PD-1/VEGF关注度持续提高,预计后市将稳定上行。

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