Workflow
加科思董事长及一致行动人斥资近一亿港元增持股份,彰显长期发展信心
IPO早知道·2025-09-26 02:13

Core Viewpoint - 加科思药业 demonstrates significant R&D progress and strong confidence in its long-term development, as evidenced by recent stock purchases by its chairman and CEO totaling approximately 96.34 million HKD [1][3]. Group 1: R&D Progress - 加科思 focuses on two main R&D lines: KRAS and iADC, with core products showing positive results, confirming the company's competitiveness and growth potential in the global innovative drug market [1][3]. - The KRAS G12C inhibitor, Goratuzumab, received approval from the National Medical Products Administration for use in second-line monotherapy for KRAS G12C mutation non-small cell lung cancer, marking the company's first commercialization in China [1][2]. - The pan-KRAS inhibitor JAB-23E73 has shown promising results in Phase I clinical trials, with multiple confirmed partial response cases and good safety profiles, with Phase I data expected in the first half of 2026 [2]. Group 2: Future Development Plans - 加科思 is advancing the second-generation KRAS inhibitor, targeting EGFR-KRAS G12D, with an IND application expected in the second half of 2026 [2]. - In the iADC field, 加科思 is developing an innovative iADC drug, JAB-BX467, which aims to convert cold tumors into hot tumors, providing new treatment options for solid tumors that are difficult to cover with PD-1 monotherapy, with an IND submission anticipated in the second half of 2026 [2]. Group 3: Market Position and Confidence - Approximately one-quarter of cancer patients have KRAS-related mutations, and STING is considered a promising new generation therapy in the tumor immunotherapy field, indicating 加科思's strong position in these cutting-edge areas [3]. - The current stock price does not reflect the pipeline value and long-term growth potential, as demonstrated by the chairman and his associates investing nearly 100 million HKD in company shares, highlighting alignment of interests between management and shareholders [3].