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]
高盛：升德琪医药-B(06996)目标价至2.99港元 ATG-022竞争力加强