港股異動丨康方生物放量大跌19% 依沃西更新數據不及預期
康方生物(9926.HK)皇牌新藥依沃西單抗(商品名:依達方)最新更新的總生存期數據不及預期,股價盤初一度大跌超19%報80港元,創4月11日以來新低,成交額明顯放大,截至目前成交逾38億港元。康方生物進一步公佈了該新適應證在國內註冊性III期臨牀(HARMONi-2研究)的初步總生存期(OS)數據。在39%成熟度時進行的總生存期期中分析(本次分析α分配值僅爲0.0001)結果顯示,依沃西單抗對比K藥具有顯着的臨牀生存獲益,HR(風險比)=0.777。也就是相比K藥,依沃西單抗能降低22.3%的死亡風險。數據公佈後,該藥海外合作方美股上市公司Summit股價上週五大跌36%,原因就是由於前述初步總生存期數據不及市場預期。依沃西單抗是全球首款獲批上市的PD-1/VEGF雙抗,適應症佈局了肺癌驅動基因陰性和陽性兩大戰場。2024年5月,康方生物首先宣佈,該藥在HARMONi-2研究中勝過了默沙東的PD-1帕博利珠單抗(俗稱“K藥”),即顯示出取代K藥的潛力。後者則是開啓腫瘤免疫治療的里程碑式藥物。不過前述數據則意味着,在總生存期上,依沃西單抗相較K藥有臨牀獲益,但未表明與K藥已經產生了顯著性差異。

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