Core Viewpoint - Sanofi Pharmaceutical (01530) has seen its stock price increase by 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 Sanofi Pharmaceutical and Pfizer for the PD-1*VEGF dual antibody SSGJ-707 became effective 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 significant growth potential in oncology treatments [1] Group 2: Sales Forecast - The peak sales for SSGJ-707 in China is projected to reach between 6.3 billion to 8.4 billion CNY, while global peak sales are estimated 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 target over 500,000 first-line patients in Europe and the US [2]
港股异动 三生制药(01530)涨超3% SSGJ-707出海绑定辉瑞 海外估值提升潜力巨大