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港股異動丨石藥集團大漲近10%,肺癌藥獲FDA快速通道資格+大摩上調目標價
石藥集團(1093.HK)盤中一度漲近10%,報6.51港元,股價創2024年10月以來新高,截至目前成交12.7億港元。消息面上,集團公佈,石藥開發的一款首創表皮生長因子受體(EGFR)抗體偶聯藥物(ADC)CPO301,已獲FDA授予第三項快速通道資格,用於治療不伴有EGFR突變或其他驅動基因改變(AGA),且既往經含鉑化療和抗PD-(L)1抗體治療後,出現疾病進展的晚期或轉移性非鱗狀非小細胞肺癌(Nsq-NSCLC)成年患者。CPO301已獲FDA授予兩項快速通道資格包括第一項於2023年6月獲授予,用於治療經EGFR靶向治療後復發,或不適合EGFR靶向治療的EGFR突變轉移性非小細胞肺癌患者,第二項於2024年9月獲授予,用於治療EGFR過度表達而在接受含鉑化療和抗PD-(L)1治療或之後出現疾病進展的復發或轉移性鱗狀非小細胞肺癌(Sq-NSCLC)患者。另外,摩根士丹利對石藥集團給予“增持”評級,目標價由6.7港元上調至6.8港元,因其管道被低估。

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