港股異動 | 和鉑醫藥-B漲10% 牽手阿斯利康簽訂HBM7022全球授權協議
格隆匯4月22日丨和鉑醫藥-B(2142.HK)盤中漲10.02%,報4.5港元,總市值35億港元。消息面上,公司與阿斯利康簽訂HBM7022全球授權協議,將獲得2500萬美元的預付款和最高達3.25億美元的里程碑付款及淨銷售額的特許授權費,此次License-out超出市場預期。值得注意的是,License-out的產品是臨牀前產品而非之前的臨牀後產品。HBM7022是靶向Claudin18.2(CLDN18.2)和CD3的雙特異性抗體,通過結合腫瘤細胞及T細胞,活化T細胞並殺傷腫瘤細胞。HB7022之所以有如此差異化的優勢,能在安全性、藥代動力學特徵和可開發性均展現出了明顯優勢,核心的根本原因還是和鉑的HBICE®平台。HBICE®分子可以將免疫細胞和腫瘤細胞進行橋聯,從而募集腫瘤細胞附近的免疫細胞有針對性的對腫瘤細胞進行殺傷,另外,HBICE®平台擁有非常良好的靈活性,可以設計出具有不同結構和結合方式的分子。此外,據公司年報披露,公司目前有10種腫瘤與免疫性疾病的候選藥物,已披露的雙抗管線達到四條之多。與其他國內醫藥企業不同的是,和鉑醫藥的自主研發產品均來自於其技術平台並通過各種方式佈局自研產品的全球開發戰略。

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