异动解读｜康诺亚-B盘中下跌5.59%，CMG901胃癌III期临床达主要终点后利好兑现承压

行情直击07-28

7月28日，康诺亚-B盘中下跌5.59%，报77.7港元，成交额4.76亿港元。

消息面上，公司当日公告其与阿斯利康合作开发的靶向CLDN18.2抗体偶联药物CMG901全球III期临床试验CLARITY-Gastric01取得积极顶线结果。试验显示，CMG901在二线及后线CLDN18.2阳性晚期胃癌患者中，较研究者选择的治疗方案实现了具有统计学显著性的总生存期改善，安全特征与既往研究一致，未发现新安全信号。公司预计该药峰值年销售额达30亿至50亿美元。尽管临床数据积极，股价呈现典型的利好兑现回落走势，市场或已提前定价该预期。此前公司已收到吉利德收购Ouro Medicines带来的2.57亿美元首付款，基本面持续改善。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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