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劲方医药-B涨超11% 公司研究数据亮相AACR年会 目前已形成RAS靶向疗法矩阵

Group 1 - The core viewpoint is that Jingfang Pharmaceutical-B (02595) has seen a significant stock increase of over 11%, currently trading at 43.78 HKD with a transaction volume of 78.47 million HKD, driven by positive developments in its drug pipeline presented at the AACR annual meeting [1] - The AACR annual meeting highlighted the advancements in RAS-targeted therapies and antibody-drug conjugates, with Jingfang's three products (GFH276, GFS202A, GFH375) being recognized in the poster session, showcasing their leading position in the domestic market for targeted therapies [1] - The company’s pipeline demonstrates innovation and diversity, targeting multiple broad indications, which reflects its strong research capabilities in the oncology sector [1] Group 2 - Guotou Securities notes that Jingfang Pharmaceutical is a globally positioned innovative drug development company focusing on unmet clinical needs in oncology and immune-related diseases [2] - The company has established an integrated matrix for RAS-targeted therapies and is actively expanding its pipeline to include other global new targeted drugs and novel therapeutic types [2] - The core product of interest is the KRAS G12D inhibitor GFH375, which has shown positive data in pancreatic cancer and NSCLC, indicating promising future clinical developments [2]