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港股异动 | 乐普生物-B(02157)涨超19% 治疗鼻咽癌ADC新药获FDA授予快速通道资格

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乐普生物-B(02157)涨超19%,截至发稿,涨16.26%,报3.79港元,成交额839.11万港元。

消息面上,近日,乐普生物自主研发的EGFR靶向ADC产品MRG003用于治疗晚期鼻咽癌(NPC)获得美国食品和药物监督管理局(FDA)授予快速通道资格(FTD)。根据规定,获得FTD资格的候选药物意味着其有机会通过各种形式加快审评进程。据悉,MRG003于此前已获FDA孤儿药资格(ODD)认定,并获CDE突破性治疗药物(BTD)认定,用于治疗NPC。

太平洋证券研报指出,2023年前三季度,上市ADC药物营收超75亿美元,即将追平2022年全年销售额。该行预测全年销售额将突破百亿,成为ADC领域又一重要的里程碑。目前整个ADC行业处在高速增长阶段,随着ADC获批的数量大幅增加,适应症不断扩大,预计在未来几年ADC整个市场依旧会维持高速增长的状态。该行推荐乐普生物等。

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