研报掘金丨长江证券：首予艾力斯“买入”评级，持续拓宽护城河

格隆汇2025-07-01

长江证券研报指出，艾力斯伏美替尼方兴未艾，持续拓宽护城河。公司是一家聚焦肿瘤治疗的创新药企，依托核心产品伏美替尼的快速放量，已成功进入盈利周期。伏美替尼一线/二线治疗EGFR突变阳性NSCLC疗效与安全性双优，具备BIC潜力。目前，公司正与美国ArriVent合作，联合推进EGFR ex20ins 和EGFR PACC 突变NSCLC的全球临床研究，获批上市后有望以三倍用药剂量持续贡献增量，打开...

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