Core Viewpoint - Sangfor Pharmaceuticals (01530) has seen a significant stock increase of over 160% in the past two months, with a current price of 32.8 HKD and a trading volume of 404 million HKD [1] Group 1: Market Potential - The global licensing agreement between Sangfor Pharmaceuticals and Pfizer for the PD-1*VEGF dual antibody SSGJ-707 is set to take effect in July 2025, with a potential market size of 200 billion USD [1] - The PD(L)1 monoclonal antibody market is expected to reach 100 billion USD by 2029, indicating substantial growth in cancer treatment standards [1] Group 2: Sales Forecast - The peak sales potential for SSGJ-707 in China is estimated to reach between 6.3 billion to 8.4 billion CNY, while the global peak sales potential is projected to be between 11.3 billion to 13.4 billion USD [2] - Pfizer's oncology business focuses on breast cancer, hematological malignancies, thymic tumors, and bladder cancer, with plans to combine SSGJ-707 with existing drugs to cover over 500,000 frontline patients in Europe and the US [2]
三生制药涨超3% SSGJ-707出海绑定辉瑞 海外估值提升潜力巨大