全球最权威创新药大会之一将召开，多家A股公司将亮相

华尔街见闻2023-05-17

一、事件：美国临床肿瘤学会（ASCO）大会2023年美国临床肿瘤学会（ASCO）大会即将于6月2-6日在美国芝加哥召开。美国临床肿瘤学会年会（ASCO）是世界上规模最大、学术水平最高、最具权威性的临床肿瘤会议，汇集诸多世界一流肿瘤学专家，带来当前国际最前沿的临床肿瘤学进展和相关疗法的探讨。据悉，此次将有超200个口头报告研究、2000多个壁报展示、46场临床科学研讨会等学术前沿成果在会上呈现。安信...

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2023上披露多个最新临床数据，涉及小分子、单抗、双抗、ADC和CAR-T等多种疗法。同时其指出，参考近年来ASCO会议前后创新药行业行情走势，预计本次ASCO年会上相关创新药企业密集披露的临床数据将驱动创新药行业整体行情向上。华福证券认为，创新药商业化加速，2021创新药整体营业收入增速超100%，2022年增速放缓与疫情管控院内放量受影响相关。年销售破亿单品数目快速增加。看好创新药获批的增加、重磅品种多适应症的获批、相关品种纳入医保目录和海外获批的加速。二、历史龙头表现在2022ASCO大会上，荣昌生物的ADC（抗体偶联药物）药物，维迪西妥单抗，在HER2相关尿路上皮癌（UC）患者临床研究，发布3项临床数据，RC48-C005、RC48-C009以及RC48-C011。这三个研究表明维迪西妥单抗不仅能够给HER2过表达的UC患者带来治疗获益，同时也为HER2低表达及阴性UC患者带来希望，其疗效初探显示已优于原治疗标准（SOC），而这一发现和相应的研究结果打破了既往认知。其股价在6月初开始启动，月内最高涨幅一度超过50%。三：相关概念股下表为即将在ASCO 2023上披露多个最新临床数据名单：风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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