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赜灵生物递表港交所 联席保荐人为Jefferies和中金公司
赜灵生物向港交所主板递交上市申请,联席保荐人为Jefferies和中金公司(601995)。 核心产品马来酸氟诺替尼(FM)用于治疗骨髓纤维化(一种骨髓增生性肿瘤),已进入3期注册性临床试验 阶段。这是一种新型Janus激酶2、FMS样酪氨酸激酶3及细胞周期蛋白依赖性激酶6的三靶点抑制剂。注 射用甲磺酸普依司他(PM)用于治疗复发/难治弥漫性大B细胞淋巴瘤,已进入3期注册性临床试验阶段。 这是一种新一代选择性HDAC I/IIb类抑制剂,分子设计强调选择性与安全性。 全球肿瘤治疗药物市场规模预计将从2024年的2621亿美元增长至2035年的7249亿美元。中国肿瘤治疗药 物市场规模预计将从2024年的372亿美元增长至2035年的1437亿美元。全球骨髓纤维化药物市场规模预 计将从2024年的30亿美元增长至2035年的111亿美元,中国市场同期复合年增长率预计高达14.6%。 公司为一家临床后期阶段生物技术公司,致力于整合结构生物学、人工智能及临床相关疾病模型,开发 高度差异化的小分子疗法。重点关注血液系统疾病、肿瘤、中枢神经系统及免疫/炎症疾病领域未被满 足的重大医疗需求。拥有八项专有资产,涵盖临床及临 ...
三生制药涨超3% SSGJ-707出海绑定辉瑞 海外估值提升潜力巨大
Zhi Tong Cai Jing· 2025-07-31 02:31
Core Viewpoint - Sangfor Pharmaceuticals (01530) has seen a significant stock increase of over 160% in the past two months, with a current price of 32.8 HKD and a trading volume of 404 million HKD [1] Group 1: Market Potential - The global licensing agreement between Sangfor Pharmaceuticals and Pfizer for the PD-1*VEGF dual antibody SSGJ-707 is set to take effect in July 2025, with a potential market size of 200 billion USD [1] - The PD(L)1 monoclonal antibody market is expected to reach 100 billion USD by 2029, indicating substantial growth in cancer treatment standards [1] Group 2: Sales Forecast - The peak sales potential for SSGJ-707 in China is estimated to reach between 6.3 billion to 8.4 billion CNY, while the global peak sales potential is projected to be between 11.3 billion to 13.4 billion USD [2] - Pfizer's oncology business focuses on breast cancer, hematological malignancies, thymic tumors, and bladder cancer, with plans to combine SSGJ-707 with existing drugs to cover over 500,000 frontline patients in Europe and the US [2]