港股异动 | 李氏大药厂(00950)午后涨超27% 索卡佐利单抗新适应症上市申请获批 机构称关注姑息治疗赛道
LEE'S PHARMLEE'S PHARM(HK:00950) 智通财经网·2025-09-15 07:08

Core Viewpoint - Lee's Pharmaceutical (00950) experienced a significant stock increase of over 27%, with a current rise of 20.9% to HKD 2.43, driven by positive mid-term performance results and product approvals [1] Financial Performance - The company reported a revenue of HKD 695 million, reflecting a year-on-year increase of 5.5% [1] - The net profit attributable to shareholders for the first half of 2025 was HKD 67.185 million, marking a 7.5% increase compared to the previous year [1] Product Development and Approvals - Lee's Pharmaceutical announced that its subsidiary, Zhaoke Pharmaceutical, received approval for the new indication application of the anti-PD-L1 monoclonal antibody, Socazolimab [1] - The company is developing an aerosol inhalation fentanyl product, AZ003, aimed at effectively managing cancer pain, with Phase II clinical results expected to be presented at ASCO 2024 [1] Market Insights - According to Zhongtai Securities, recent advancements in dual antibodies, ADCs, small molecule targeted therapies (TKIs), and cell therapies have progressively extended overall survival (OS) for cancer patients [1] - The focus on improving the quality of life (QoL) for cancer patients has become increasingly important, with fewer companies developing targeted therapies for issues like cancer cachexia and breakthrough cancer pain [1] - The report suggests that the oncology palliative care sector is gaining attention, and Lee's Pharmaceutical's developments in this area could lead to significant market opportunities [1]