研報掘金丨國泰君安:諾誠健華ICP-488國內進度領先,慢病管線加速推進
國泰君安研報指出,諾誠健華(9969.HK)Tyk2(ICP-488)治療中重度斑塊狀銀屑病二期臨牀數據優異。ICP-488國內進度領先,展示出不輸同類競品潛力,血液瘤管線進展順利,慢病管線加速推進。公司創新管線推進順利,拓展自免和實體瘤治療。①Tafasitamab中國r/rDLBCL 的BLA已受理,預計25年獲批。②預計ICP332(TYK2-JH1)在2024Q4開啟AD的III期以及開啟白癜風II/III期;美國首例患者已給藥。③ICP-723 (NTRK)的晚期實體瘤註冊臨牀試驗加速推進,預計2025Q1遞交NDA。⑤ICP-189聯合伏美替尼仍在進展中,預計2024年底取得 PoC。
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