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高盛:升德琪医药-B目标价至2.99港元 ATG-022竞争力加强
Zhi Tong Cai Jing· 2025-08-22 07:28
Core Viewpoint - Goldman Sachs reports encouraging updates on the Phase II data for DQ Biotech-B (06996) in the treatment of unresectable or metastatic gastric cancer (GC) [1] Group 1: Drug Development and Regulatory Approval - DQ Biotech's ATG-022 has received breakthrough therapy designation from the National Medical Products Administration for treating CLDN18.2 positive, HER2 negative unresectable or metastatic gastric cancer or gastroesophageal junction adenocarcinoma (GC/GEJ) patients [1] - The company presented Phase II dose expansion data from the CLINCH study for ATG-022 in treating advanced and metastatic solid tumors, indicating competitive efficacy and safety due to increased patient numbers and extended follow-up time [1] Group 2: Financial Outlook - Goldman Sachs raised the target price for DQ Biotech from HKD 2.61 to HKD 2.99, reflecting an enhanced competitive position for ATG-022 in gastric cancer treatment, leading to increased sales forecasts for the coming years [1] - The firm believes that the median progression-free survival (mPFS) will be a key focus for future updates, which may directly impact competitor comparisons and the visibility of potential accelerated approval pathways [1]
高盛:升德琪医药-B(06996)目标价至2.99港元 ATG-022竞争力加强
智通财经网· 2025-08-22 07:24
Core Viewpoint - Goldman Sachs has released a report indicating that the updated Phase II data for DQ Medical-B (06996) in the treatment of unresectable or metastatic gastric cancer (GC) is encouraging, particularly highlighting the breakthrough therapy designation granted to ATG-022 by the National Medical Products Administration for specific patient groups [1] Group 1: Company Developments - ATG-022 has received breakthrough therapy designation for treating CLDN18.2 positive, HER2 negative unresectable or metastatic gastric cancer or gastroesophageal junction adenocarcinoma patients [1] - Goldman Sachs raised the target price for DQ Medical from HKD 2.61 to HKD 2.99, reflecting an enhanced competitive position for ATG-022 in gastric cancer treatment, leading to increased sales forecasts for the coming years [1] Group 2: Clinical Trial Insights - The company discussed the Phase II dose expansion data from the CLINCH study for ATG-022 in treating advanced and metastatic solid tumors during a conference call [1] - The firm believes that the efficacy and safety remain competitive due to an increase in patient numbers and extended follow-up time, with the median progression-free survival (mPFS) being a key focus for future updates [1]
德琪医药-B(06996)股东将股票由渣打银行(香港)转入高盛(亚洲)证券 转仓市值4.82亿港元
Jin Rong Jie· 2025-08-20 01:07
智通财经获悉,香港联交所最新资料显示,8月19日,德琪医药-B(06996)股东将股票由渣打银行(香港) 转入高盛(亚洲)证券,转仓市值4.82亿港元,占比9.74%。 同日,德琪医药-B发布公告,公司董事会欣然宣布,公司内部研发的Claudin 18.2抗体药物偶联物 (ADC) ATG-022就治疗既往接受过至少两种治疗的CLDN18.2阳性、HER2阴性不可切除或转移性胃癌或 胃食管结合部腺癌(GC/GEJ)患者获中国国家药品监督管理局(NMPA)药品审评中心(CDE)授予突破性治 疗药物认定。 本文源自智通财经网 ...
德琪医药-B股东将股票由渣打银行(香港)转入高盛(亚洲)证券 转仓市值4.82亿港元
Zhi Tong Cai Jing· 2025-08-20 00:23
同日,德琪医药-B发布公告,公司董事会欣然宣布,公司内部研发的Claudin18.2抗体药物偶联物 (ADC)ATG-022就治疗既往接受过至少两种治疗的CLDN18.2阳性、HER2阴性不可切除或转移性胃癌或 胃食管结合部腺癌(GC/GEJ)患者获中国国家药品监督管理局(NMPA)药品审评中心(CDE)授予突破性治 疗药物认定。 香港联交所最新资料显示,8月19日,德琪医药-B(06996)股东将股票由渣打银行(香港)转入高盛(亚洲)证 券,转仓市值4.82亿港元,占比9.74%。 ...
德琪医药-B(06996)股东将股票由渣打银行(香港)转入高盛(亚洲)证券 转仓市值4.82亿港元
智通财经网· 2025-08-20 00:23
同日,德琪医药-B发布公告,公司董事会欣然宣布,公司内部研发的Claudin 18.2抗体药物偶联物 (ADC) ATG-022就治疗既往接受过至少两种治疗的CLDN18.2阳性、HER2阴性不可切除或转移性胃癌或 胃食管结合部腺癌(GC/GEJ)患者获中国国家药品监督管理局(NMPA)药品审评中心(CDE)授予突破性治 疗药物认定。 智通财经APP获悉,香港联交所最新资料显示,8月19日,德琪医药-B(06996)股东将股票由渣打银行(香 港)转入高盛(亚洲)证券,转仓市值4.82亿港元,占比9.74%。 ...
德琪医药-B:ATG-022就治疗胃癌/胃食管结合部腺癌获授予突破性治疗药物认定
Zhi Tong Cai Jing· 2025-08-19 04:31
Core Viewpoint - The company announced that its internally developed Claudin18.2 antibody-drug conjugate (ADC) ATG-022 has received breakthrough therapy designation from the China National Medical Products Administration (NMPA) for the treatment of patients with CLDN18.2 positive, HER2 negative unresectable or metastatic gastric cancer or gastroesophageal junction adenocarcinoma who have previously received at least two treatments [1] Group 1 - The breakthrough therapy designation is a significant regulatory milestone for the company, indicating the potential of ATG-022 in addressing unmet medical needs in gastric cancer treatment [1] - The targeted patient population includes those with specific biomarkers (CLDN18.2 positive and HER2 negative), which may enhance the drug's efficacy and marketability [1] - The designation may expedite the development and review process for ATG-022, potentially leading to earlier market access [1]
德琪医药-B(06996):ATG-022就治疗胃癌/胃食管结合部腺癌获授予突破性治疗药物认定
智通财经网· 2025-08-19 04:25
Core Viewpoint - The company, DQ Medical-B (06996), announced that its internally developed Claudin 18.2 antibody-drug conjugate (ADC) ATG-022 has received breakthrough therapy designation from the China National Medical Products Administration (NMPA) for the treatment of CLDN18.2 positive, HER2 negative unresectable or metastatic gastric cancer or gastroesophageal junction adenocarcinoma (GC/GEJ) patients who have previously received at least two treatments [1]. Group 1 - The breakthrough therapy designation is a significant regulatory milestone for the company, indicating the potential of ATG-022 in addressing unmet medical needs in a challenging patient population [1]. - The targeted patient group includes those with CLDN18.2 positive and HER2 negative conditions, highlighting the specificity of the treatment [1]. - The designation may facilitate expedited development and review processes for ATG-022, potentially leading to faster market access [1].
德琪医药-B(06996.HK):ATG-022就治疗胃癌╱胃食管结合部腺癌获授予突破性治疗药物认定
Ge Long Hui· 2025-08-19 04:12
Core Viewpoint - The company, DQ Medical-B (06996.HK), announced that its internally developed Claudin 18.2 antibody-drug conjugate (ADC) ATG-022 has received breakthrough therapy designation from the China National Medical Products Administration (NMPA) for the treatment of patients with CLDN18.2 positive, HER2 negative unresectable or metastatic gastric cancer or gastroesophageal junction adenocarcinoma who have previously received at least two treatments [1] Group 1 - The breakthrough therapy designation indicates a significant advancement in the treatment options available for patients with specific types of gastric cancer [1] - ATG-022 targets a specific biomarker (Claudin 18.2), which may enhance treatment efficacy for the identified patient population [1] - The designation by NMPA may expedite the development and review process for ATG-022, potentially leading to earlier market access [1]
德琪医药(06996) - 自愿公告ATG-022就治疗胃癌╱胃食管结合部腺癌获授予突破性治疗药物认...
2025-08-19 04:01
(於開曼群島註冊成立的有限公司) (股份代號:6996) 自願公告 ATG-022就治療胃癌╱ 胃食管結合部腺癌獲授予突破性治療藥物認定 本公告由德琪醫藥有限公司(「本公司」,連同其附屬公司統稱為「本集團」)自願 作出,以向本公司股東及有意投資者提供有關本集團的最新業務發展資料。本公 司董事會(「董事會」)欣然宣佈,本公司內部研發的Claudin 18.2抗體藥物偶聯物 (ADC) ATG-022就治療既往接受過至少兩種治療的CLDN18.2陽性、HER2陰性不 可切除或轉移性胃癌或胃食管結合部腺癌(GC/GEJ)患者獲中國國家藥品監督管理 局(NMPA)藥品審評中心(CDE)授予突破性治療藥物認定。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Antengene Corporation Limited 德琪醫藥有限公司 香港,2025年8月19日 於本公告日期,董事會包括執行董事梅建明博士及龍振國先生;及獨立非執行董 事錢晶女士、唐晟先生及Ra ...
德琪医药-B(06996)股东将股票存入渣打银行(香港) 存仓市值4.16亿港元
智通财经网· 2025-08-19 00:43
7月28日,德琪医药发布公告,中国国家药品监督管理局(NMPA) 已批准希维奥 (塞利尼索)(与硼替佐米 和地塞米松(XVd)联用)用于治疗既往接受过至少一种治疗的多发性骨髓瘤(MM)成年患者,这是希维奥 的一种新适应症。 香港联交所最新资料显示,8月18日,德琪医药-B(06996)股东将股票存入渣打银行(香港),存仓市值 4.16亿港元,占比9.23%。 ...