中资药企进军阿尔海默兹领域

2021-07-31

$天境生物(IMAB)$ 宣布，美国FDA已批准protollin的研究新药（IND）申请，protollin是一种治疗阿尔茨海默病的药物，能够启动1期临床试验。

Protollin是一种新型的免疫疗法，旨在刺激先天免疫系统激活对β-淀粉样蛋白斑块和随后导致记忆丧失的tau蛋白缠结形成的反应。

Brigham and Women's Hospital和Inspirevax授予I-Mab和Nhwa全球独家许可证，以开发、制造和商业化protollin。IMAB将开发和商业化Protollin在大中华地区之外，而$恩华药业(002262)$ 将开发和商业化的药物在中国大陆中国、香港、澳门和台湾。

该公司还强调，正在计划进行一期试验，以评估该药物治疗阿尔茨海默病的效果。

$百济神州(BGNE)$ $翰森制药(03692)$ $再鼎医药(ZLAB)$

下一个美股打新，会是大肉签吗？

药明康德、红杉资本等投资的天演药业和SaaS第一中概股容联云将在本月上市，2020年上市的中概股表现优异，这两家你看好吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

牛唐
2021-08-03
牛唐
$天境生物(IMAB)$ 有可能是高瓴参照$百济神州(BGNE)$ 打造的下一个创新药龙头，尤其是百济神州现在面临较大的销售难题，后续的上涨空间很难再靠资本故事了，必须靠销售业绩。$再鼎医药(ZLAB)$ $游戏驿站(GME)$ $AMC院线(AMC)$
牛唐
2021-08-03
牛唐
阿尔海默兹炒作的噱头打过实际，但资本市场还是会认可，毕竟有$百健(BIIB)$ 的市值放在那里做对比，只是阿尔海默兹治疗对于医保而言是灾难，大量侵占了其他药物的消费额度。
牛唐
2021-08-03
牛唐
天境生物在上市前，曾经还爆出创始人造假
牛唐
2021-08-01
牛唐
天境有望赶上百济的市值
斗战胜佛巴菲特
2021-07-31
斗战胜佛巴菲特
OK

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