科济药业-B(02171)CAR-T美国产能就绪，实体瘤值得期待

国金证券2023-08-25

点评CAR-T疗法管线布局全面，实体瘤突破值得期待。(1)BCMACAR-T(zevor-cel)：治疗多发性骨髓瘤的ORR达90%，三级以上细胞因子释放综合征、神经毒性在5%左右；与海外同类产品相比，疗效与安全性数据皆优。(2)Claudin18.2CAR-T(CT041)：在末线胃癌患者中显示出60%左右的ORR，显著高于PD-1单药在此类患者中10%左右的ORR；且产品安全性可控。(3)此外...

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