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中国抗体-B(03681)两日涨超80%,市场“战略性押注”下一个重磅BD?
智通财经网· 2025-06-05 01:31
年初至今,新药放量+Biotech逐步减亏盈利+重磅BD频出催化创新药大行情。自三生制药拿下辉瑞60亿美元BD后,再度印证了中国创新药领域在全球的竞 争力,近期整个市场都在"疯狂"挖掘下一个重磅BD。 事实上,在众多免疫系统疾病中,特应性皮炎是一种常见的高发的疾病,尤其是在儿童人群中高发,其所带来的皮肤瘙痒以及皮肤破损,严重影响患者的生 活质量。然而目前现有治疗方案无法完全达到兼顾快速止痒、皮损改善和安全性的效果。 流行病学研究显示,全球AD患者数至少2.3亿人,我国AD患者群体庞大,超过7000万人,其中中重度AD占比约达28%。对比之下,美国预计AD成人患者数 在1650万,中重度AD占比约占40%。庞大的患者群体意味着AD市场存在着巨大潜力,也推动药企加速开发差异化疗法。 6月3日,中国抗体的股价迅速拉升,盘中股价涨幅一度达到45.75%,最终收盘价2港元,收涨30.72%;6月4日,中国抗体股价继续大涨,盘中最高价触及 2.99港元,创下自2022年2月以来股价新高,后收涨42.5%,两个交易日股价涨幅高达86.27%,这也是市场预期中国抗体创新加速,押注公司未来重磅BD交 易的真实反应。 例如,安进 ...
中美本维莫德乳膏对比:中国产品疗效与价格双优
Zhong Guo Jing Ji Wang· 2025-05-20 09:10
Core Viewpoint - The approval of Benovolimod cream (Zelime) in China marks a significant advancement in the treatment of atopic dermatitis for patients aged 2 and above, being the first non-steroidal topical innovative drug globally for this indication, with a notable price and accessibility advantage over the US counterpart, VTAMA [1][4][9] Group 1: Development Background - Benovolimod was discovered in the 1990s by Dr. Chen Genghui during research in Canada, leading to the establishment of a patent shared between Canada and China [4] - Dr. Chen returned to China to establish Tianji Pharmaceutical, while the overseas development rights were acquired by GSK and later sold to Dermavant in the US [4] Group 2: Clinical Trials - Phase III clinical trial results show similar efficacy and safety profiles for both Zelime and VTAMA, with Zelime demonstrating superior efficacy in children aged 7-11 [6] - EASI75 response rates were 54.4% for Zelime and 55.8% for VTAMA, while IGA response rates were 46.2% for Zelime and 45.4% for VTAMA [6] Group 3: Price Comparison - The price of Zelime in China is 980 RMB per tube, while VTAMA costs approximately 1400 USD (around 9800 RMB), making VTAMA about ten times more expensive than Zelime [7] - Even when adjusted for weight, VTAMA remains 2.5 times more expensive than Zelime, significantly reducing the economic burden on Chinese patients [7] Group 4: Patient Feedback - Both Zelime and VTAMA received positive feedback from patients, with Chinese users highlighting its effectiveness in controlling itching and reducing flare-ups, especially for children [8] - American patients reported effective relief from eczema symptoms with VTAMA, despite its high price, as evidenced by sales reaching 20 million USD in the first quarter of 2025 [8] Group 5: Overall Summary - Overall, Zelime offers a more cost-effective and efficient treatment option for atopic dermatitis patients in China compared to VTAMA, benefiting from local development, superior pediatric efficacy, and broader patient acceptance [9]
SM17概念验证临床数据超预期,中国抗体-B(03681)AD赛道全球化成长潜力凸显
智通财经网· 2025-04-08 00:28
— 超过90%的患者达到NRS -4应答 — 超过70%的患者达到EASI 75应答 — 超过40%的患者达到IGA 0 / 1应答 近日,港股上市公司中国抗体(03681)宣布了一个令人振奋的消息,其自主研发的全球首创新药SM17(注 射用人源化抗IL-25受体单克隆抗体)治疗中重度特应性皮炎(AD)的1b期概念验证临床(POC)试验结果于4 月7日公布。根据该临床数据显示,SM17在快速止痒、皮损治疗和安全性等方面,相比已上市产品的数 据,均体现出差异化优势。 经高剂量SM17治疗的特应性皮炎患者表现如下: — 未发生严重不良事件SAE,未发生3级或以上的药物相关不良事件 据了解,作为一款靶向IL-25受体的全球首创(First-in-Class)单抗药物,SM17的临床进展不仅标志着中国 抗体在免疫疾病领域的突破,更可能为全球特应性皮炎庞大患者群体带来全新的治疗选择,展现出了巨 大的市场潜力和商业价值。 SM17:创新机制与临床潜力共振 智通财经APP了解到,生物创新药的研发与投资领域,通常以临床价值为导向。SM17作为一款全球首 创的人源化IgG4-κ单克隆抗体,其价值便在于能通过创新的作用机制,切实 ...