肿瘤及自免领域药物研发
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宜明昂科-B再涨超6% 已向CDE提交IMM2510的III期临床试验申请
Zhi Tong Cai Jing· 2025-10-03 07:11
Core Viewpoint - The stock of Yiming Oncology-B (01541) has increased by over 6%, currently trading at 15.15 HKD with a transaction volume of 45.67 million HKD, following the announcement of new clinical trial applications for its drug IMM2510 [1] Group 1: Clinical Developments - Yiming Oncology has submitted an application to the National Medical Products Administration for a Phase III clinical trial of IMM2510, aimed at treating immune therapy-resistant non-small cell lung cancer (NSCLC) [1] - The company has also recently submitted two additional Phase III registration clinical trials for different types of lung cancer [1] Group 2: Research and Development Pipeline - According to a recent report from Guoyuan International, the company's research pipeline is continuously expanding, enhancing its risk resistance capabilities [1] - The clinical efficacy data for the CD47CD20 dual antibody (IMM0306) is reported to be excellent, with potential to become a significant drug in the autoimmune field [1] - Yiming Oncology is recognized as a global innovator in CD47 fusion proteins, with a rich pipeline and broad application prospects in oncology and autoimmune diseases [1]
宜明昂科-B午后涨超4% IMM0306递交III期临床实验申请 有望成为自免领域重磅药物
Zhi Tong Cai Jing· 2025-09-30 06:53
Core Viewpoint - The company has submitted an application for the III phase clinical trial of IMM0306 to the National Medical Products Administration, marking it as the world's first dual-targeting bispecific molecule for CD47 and CD20 to enter clinical stages [1] Group 1: Company Developments - The stock price of the company increased by over 4% in the afternoon, with a current price of 13.49 HKD and a trading volume of 37.32 million HKD [1] - The company holds global intellectual property and commercialization rights for IMM0306 [1] - The company previously announced I phase data for IMM2510 at the 2025 World Lung Cancer Conference, reporting an overall response rate (ORR) of 35.3% and a progression-free survival (PFS) of 9.4 months, indicating excellent clinical data and safety [1] Group 2: Market Position and Valuation - The company is recognized as a global innovator in CD47 fusion proteins, with a rich pipeline and broad application prospects in oncology and autoimmune fields [1] - The current market capitalization of the company is only 5.7 billion HKD, suggesting it is significantly undervalued [1] - Analysts recommend actively monitoring the company due to its promising clinical efficacy data for the CD47CD20 bispecific antibody (IMM0306) and its enhanced risk resilience [1]