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22省市“惠民保”参保胆道癌患者将享受靶向治疗商保报销
Jiang Nan Shi Bao· 2026-01-09 07:50
随着新版基本医保目录和首版商保创新药目录自2026年1月1日起在全国范围内正式实施,百济神州(纳 斯达克代码:ONC;香港联交所代码:06160;上交所代码:688235)旗下纳入商保创新药目录的双特异 性HER2抑制剂百赫安(注射用泽尼达妥单抗)将借助创新药多层次支付保障体系,以突破性治疗价值服 务更多患者临床治疗急需。 泽尼达妥单抗是中国首个且目前唯一[1]获批用于靶向治疗HER2高表达胆道癌的双特异性抗体,此次成 功纳入首次颁布实施的商保创新药目录,彰显了泽尼达妥单抗的独特临床价值,令更多HER2高表达 (IHC3+)不可切除局部晚期或转移性胆道癌(BTC)患者能够及时获得创新靶向治疗,改善预后和提高生 活质量。 广泛布局彰显潜力,推动消化道肿瘤精准治疗升级 在胆道癌适应症之外,泽尼达妥单抗以其独特的靶向设计,正在多种消化道肿瘤领域进行治疗开发,包 括胃癌,即HER2阳性转移性胃食管部腺癌(GEA)、HER2阳性结直肠癌(mCRC),以及肠癌、乳腺癌 等。 同时,该药物目前已在北京、天津、重庆、河北、黑龙江、山西、陕西、安徽、海南等全域,以及湖 北、广东、山东、江苏、浙江、四川、新疆、河南等省市部分地区 ...
Is the Options Market Predicting a Spike in BeOne Medicines Stock?
ZACKS· 2026-01-07 16:26
Investors in BeOne Medicines Ltd. (ONC) need to pay close attention to the stock based on moves in the options market lately. That is because the Feb 20, 2026 $200 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could als ...
美股异动丨百济神州盘前涨约3% 新型BCL2抑制剂百悦达在中国获得上市许可
Ge Long Hui· 2026-01-07 09:37
| ONC 百济神州 | | | | --- | --- | --- | | 320 350 ↑ +0.050 +0.02% | | 收盘价 01/06 16:00 美东 | | 329,500↑ 9,150 +2,86% | | 盘前价 01/07 04:09 美东 | | 三 24 S m 9 同 ♥ 自选 | | ● 快捷交易 | | 最高价 328.860 | 开盘价 323.650 | 成交量 29.31万 | | 最低价 318.890 | 昨收价 320.300 | 成交额 9428.24万 | | 平均价 321.695 | | 市盈率TIM 616.06 总市值 379.66亿 (m) | | 振 幅 3.11% | 市盈率(静) 亏损 | 总股本 1.19亿 | | 换手率 0.39% | 市净率 9.194 | 流通值 242.32亿 | | 52周最高 385.220 | 委 比 -50.94% | 流通股 7564.19万 | | 52周景低 174.740 | 量 比 1.14 | 色 主 1路 | | 历史最高 426.560 | 股息TTM -- | 换股比率 13.00 | ...
百济神州-Sonro 快速获批中国市场:关注差异化的市场反馈;买入
2026-01-07 03:05
BeOne Medicines (ONC/688235.SS): Quick China approval for sonro; eyes on market feedback for differentiation; Buy Sonro approved in China for late-line CLL/MCL: On Jan 5th, China NMPA approved sonrotoclax (BCL2 inhibitor) in R/R CLL/SLL and R/R MCL (post CD20/BTKi treatment), marking the first approval of sonrotoclax across markets (the FDA accepted NDA in R/R MCL in Nov. 2025 with priority review). The China approval took only eight months to complete the NDA review, which we view as quick compared to typi ...
ZIIHERA Plus TEVIMBRA and Chemotherapy: A Potential New Standard for First-Line HER2+ Advanced GEA
Businesswire· 2026-01-06 18:30
SAN CARLOS, Calif.--(BUSINESS WIRE)---- $ONC #BeOne--BeOne Medicines Ltd. (Nasdaq: ONC; HKEX: 06160; SSE: 688235), a global oncology company, today announced full results from the Phase 3 HERIZON-GEA-01 trial evaluating ZIIHERA® (zanidatamab), a HER2-targeted bispecific antibody, in combination with chemotherapy, with and without PD-1 inhibitor TEVIMBRA® (tislelizumab), as a first-line treatment for HER2-positive (HER2+) locally advanced or metastatic gastroesophageal adenocarcinoma (GEA). These data, inclu ...
百济神州-Sonro 在中国快速获批;关注市场反馈以实现差异化;给予 “买入” 评级
2026-01-06 02:23
6 January 2026 | 8:05AM HKT Equity Research BeOne Medicines (ONC/688235.SS): Quick China approval for sonro; eyes on market feedback for differentiation; Buy Sonro approved in China for late-line CLL/MCL: On Jan 5th, China NMPA approved sonrotoclax (BCL2 inhibitor) in R/R CLL/SLL and R/R MCL (post CD20/BTKi treatment), marking the first approval of sonrotoclax across markets (the FDA accepted NDA in R/R MCL in Nov. 2025 with priority review). The China approval took only eight months to complete the NDA rev ...
Strong Momentum Lifted BeOne Medicines AG (ONC) in Q3
Yahoo Finance· 2025-12-31 13:51
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. A copy of the letter can be downloaded here. Global equity markets delivered solid results in the third quarter, driven by the resolution of significant trade conflicts and a shift in U.S. monetary policy toward a more dovish stance. Baird Chautauqua International Growth Fund underperformed the ...
BeOne Medicines to Present at the 44th Annual J.P. Morgan Healthcare Conference
Businesswire· 2025-12-23 11:01
Core Viewpoint - BeOne Medicines Ltd. will participate in the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, at 7:30 am PST, highlighting its commitment to oncology and innovative treatments [1]. Company Overview - BeOne Medicines is a global oncology company based in Switzerland, focused on discovering and developing innovative cancer treatments that are more accessible to patients worldwide [3]. - The company has a diverse pipeline that includes therapies for hematology and solid tumors, and it is enhancing development through internal capabilities and collaborations [3]. - BeOne Medicines employs nearly 12,000 colleagues across six continents, emphasizing its commitment to improving access to medicines for a larger patient population [3].
中国医疗-2026 年前瞻观点-助力中国企业出海的创新仍是核心主题-Our thoughts on year ahead 2026_ Innovation, that helps Chinese firms go overseas, remains the key theme
2025-12-20 09:54
China healthcare Global Markets Research EQUITY: HEALTH CARE & PHARMACEUTICALS Our thoughts on year ahead 2026 Innovation, that helps Chinese firms go overseas, remains the key theme What is our take on recent sector softness? It is more sentimental than fundamental Over the past three months (early Sept to early Dec), the healthcare sector has lagged the broader market in terms of share price performance. We note that the CSI 300 Health Care index has declined 12% vs CSI 300 up 3%, while the MSCI China Hea ...
63岁吴晓滨离任百济神州总裁,48岁汪来接任
经济观察报· 2025-12-19 02:01
此前数年,吴晓滨一直是百济神州的 核心人物 ,2025年6月 以前,其同时担任总裁、首席运营官兼中国区总经理。目前, 吴晓滨仍担任首席运营官和中国区总经理。 作者:张铃 封图:图虫创意 汪来自2021年4月起担任百济神州全球研发负责人。在此之前,他自 2011 年加入百济神州,担 任过多个研发领导职务,职责逐渐扩大。加入百济神州之前,汪来分别在复旦大学获得理学学士学 位,在德克萨斯大学圣安东尼奥健康科学中心获得博士学位,并于2008年至2011年在位于美国德 克萨斯州达拉斯的生物技术公司Joyant Pharmaceuticals担任研究主管。 据复旦大学校友总会2021年发布的一篇对汪来的专访,汪来从小是个"神童",14岁就考入复旦, 成为少年大学生,24岁美国博士毕业。博士毕业后,汪来前往美国德州西南医学中心王晓东团队 做博士后。 王晓东是百济神州的创始人之一。2010年,王晓东与汪来讨论,想在中国创建一家生物制药公 司,王晓东非常看好以创新药为方向的中国医药企业的未来。他找到汪来,希望他回国,一起参与 创办百济神州。经过慎重思考,34岁时,汪来决定回国,而且是带着全家一起回国,后来,他成 为百济神州最重 ...