高盛：再鼎医药-在多发性骨髓瘤领域竞争格局不断演变，替立妥昔单抗数据积极；重申对依加伐单抗竞争力的信心；建议买入

14 April 2025 | 7:01AM HKT Zai Lab (ZLAB): Evolving competitive landscape in gMG with positive telitacicept data; reiterate confidence in efgar competitiveness; Buy At the AAN2025 conference, Remegen (Not Covered) announced positive Phase 3 results of telitacicept (RC18, APRIL/BAFF dual inhibitor) in generalised Myasthenia Gravis (gMG), which triggered market debates on the evolving competitive landscape in gMG treatment in China. We note the read-across to Zai Lab's efgartigimod, reiterating the competitiv ...