市值超4800亿元的药企股价涨逾4%: 这款“癌王”突破疗法要来中国了

第一财经08-11 12:48

8月11日上午，百济神州（ONC.US、06160.HK、688235.SH）A股以及港股股价涨幅超过4%，其中A股市值达到4820亿元。　　盘面上，公司前一晚与Revolution Medicines宣布达成临床开发及区域商业化合作。　　临床合作将探索百济神州部分肿瘤候选药物与Revolution Medicines四款处于临床阶段、用于RAS驱动型癌症的RAS(ON)抑制剂的创新联合治疗方案。...

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Medicines四款临床阶段候选药物在部分亚洲市场的独家开发及商业化权益。　　这笔合作的看点之一，百济神州获得独家开发及商业化权益的四款候选药物之一，daraxonrasib赫然在列。　　在今年上半年举办的美国临床肿瘤学会（ASCO）年会主会场上，daraxonrasib曾获得长达42秒的欢呼声、口哨声和喝彩声，原因在于，这款药在晚期胰腺癌的三期临床试验中，将患者的中位生存期从6.7个月延长到了13.2个月，几乎翻了一倍，被称为胰腺癌治疗领域数十年来最重大的历史性进展。　　一时间，daraxonrasib在全球肿瘤界刷屏。胰腺癌被认为是预后最差的实体肿瘤之一，也有人称其为“癌王”。中国国家癌症中心数据显示，其5年生存率长期徘徊在7%至9%左右；即便在美国，根据美国癌症协会2026年最新统计，胰腺癌总体5年相对生存率也仅约13%，而对于已经发生远处转移的患者，这一数字仅为3%。　　过去几十年里，从化疗到靶向治疗，从免疫治疗到各种联合方案，无数曾被寄予厚望的新药最终折戟沉沙。对于晚期胰腺癌患者来说，能够将中位生存期延长几个月，已经足以成为改变临床实践的重要进展。　　当地时间7月22日，Revolution Medicines宣布，美国FDA已受理其daraxonrasib的新药上市申请，用于治疗先前接受过治疗的转移性胰腺导管腺癌。如果获批，这款药将成为胰腺癌领域第一个真正意义上的RAS靶向治疗药物。　　这次百济神州与Revolution Medicines的合作，将拿下daraxonrasib在部分亚洲市场的独家开发及商业化权益，相关授权市场包括中国、印度尼西亚、菲律宾、马来西亚、新西兰、泰国和越南，总覆盖人口约20亿。　　百济神州联合创始人、董事长兼首席执行官欧雷强表示，本次区域授权协议也将充分发挥公司的全球临床开发‘快车道’能力以及已建立的商业化布局优势，为难治性肿瘤患者带来更多治疗选择。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"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; 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