H.C. Wainwright下调Summit评级，默沙东ADC数据引发竞争担忧

环球市场播报05-23

由于竞争对手默沙东与科伦博泰合作的抗体偶联药物sac-TMT在肺癌治疗中取得积极III期数据，H.C． Wainwright于5月22日将Summit Therapeutics的股票评级从买入下调至中性，并取消了此前23美元的目标价。　　此次下调的核心原因在于，H.C． Wainwright对sac-TMT数据给Summit核心药物ivonescimab带来的竞争压力表示担忧。根据ASCO ...

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Wainwright下调Summit评级，默沙东ADC数据引发竞争担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-23 03:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-23/doc-inhyvhtz7330931.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于竞争对手默沙东与科伦博泰合作的抗体偶联药物sac-TMT在肺癌治疗中取得积极III期数据，H.C． Wainwright于5月22日将Summit Therapeutics的股票评级从买入下调至中性，并取消了此前23美元的目标价。\n　　此次下调的核心原因在于，H.C． Wainwright对sac-TMT数据给Summit核心药物ivonescimab带来的竞争压力表示担忧。根据ASCO ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-23/doc-inhyvhtz7330931.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4139","symbol_name":"生物科技","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-23/doc-inhyvhtz7330931.shtml","article_id":"2637341190","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637341190","pubTimestamp":1779479160,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"由于竞争对手默沙东与科伦博泰合作的抗体偶联药物sac-TMT在肺癌治疗中取得积极III期数据，H.C． Wainwright于5月22日将Summit Therapeutics的股票评级从买入下调至中性，并取消了此前23美元的目标价。　　此次下调的核心原因在于，H.C． Wainwright对sac-TMT数据给Summit核心药物ivonescimab带来的竞争压力表示担忧。Summit目前没有任何已上市药物，过去十二个月EBITDA亏损达12.2亿美元，持续处于亏损状态。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"BK4139":"生物科技","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","SMMT":"Summit Therapeutics PLC"},"translate_title":"H.C. Wainwright downgrades Summit as Merck's ADC data raises competition concerns","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMMT":1.93},"content_text":"由于竞争对手默沙东与科伦博泰合作的抗体偶联药物sac-TMT在肺癌治疗中取得积极III期数据，H.C． Wainwright于5月22日将Summit Therapeutics的股票评级从买入下调至中性，并取消了此前23美元的目标价。\n　　此次下调的核心原因在于，H.C． Wainwright对sac-TMT数据给Summit核心药物ivonescimab带来的竞争压力表示担忧。根据ASCO 2026年会公布的摘要，sac-TMT联合Keytruda一线治疗PD-L1阳性非小细胞肺癌时，将疾病进展或死亡风险显著降低了65%，客观缓解率超过70%，而Keytruda单药组仅为42%。\n　　H.C． Wainwright指出，sac-TMT数据集展现的有利早期生存趋势提高了竞争门槛，而Summit迟迟未能提供更成熟的HARMONi-2总生存期更新数据，使公司股价面临增量风险。该机构认为，Summit近期的催化剂可能不足以重振该股表现。\n　　值得注意的是，Summit自身的Harmoni-3试验近期同样遭遇挫折。4月底公布的中期分析显示，ivonescimab联合化疗在鳞状非小细胞肺癌患者中未能达到无进展生存期的统计学显著性，导致公司股价单日暴跌逾25%。Stifel分析师Dara Azar指出，sac-TMT的数据对ivonescimab的竞争定位不构成直接威胁，但H.C． Wainwright显然持更谨慎的态度。\n　　此外，伯恩斯坦同日也启动了对Summit的覆盖，给予跑输大盘评级和7.70美元目标价，理由是公司高度集中于单一产品ivonescimab，而多项关键III期临床试验可能无法达到统计学显著性。Summit目前没有任何已上市药物，过去十二个月EBITDA亏损达12.2亿美元，持续处于亏损状态。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637341190","isCrawlerRequest":true}