RTTNews BiotechCodex · 实盘可交易 · 做多市场:港股▼ 亏 -1.55% · 已结算把握 5/10
北京时间·🕒 发布 07-10 20:51:19时区推断·⟳ 抓取 07-11 21:19:53回填·⚡ 决策 07-13 01:32:07·106.7 天前
翰森制药B7-H3 ADC risvutatug rezetecan在中国小细胞肺癌三期试验达到总生存主要终点
ARTEMIS-008在晚期或复发小细胞肺癌达到总生存主要终点，属于B7-H3 ADC首个三期OS阳性读数，对翰森制药的创新药管线价值是实质性正催化。
📄 原文RTTNews Biotech↗ 原文
Hansoh Pharma: Phase III Trial For Ris-Rez Meets Primary Endpoint In China
Business Latest Headlines Top Stories Breaking News Earnings Biotech Investors Stock Alerts IPOs M&A Canadian UK Wallst…
▼ 亏 -1.55%入场 07-13 开盘 @32.49 → 离场 07-14 开盘 @32.18
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
💡 交易逻辑B7-H3 ADC三期OS阳性，港股尚未开盘反应
怎么买 限价买入 不高于 33.54、2 个交易日内有效
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -7% · 时间止损 5日
不做 GSK（GSK.US）
GSK虽获海外权益，但约1057亿美元市值下该单一管线三期读数短线弹性不足，7月10日美股也只小幅反应。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 03692.HK 翰森制药
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 03692.HK 翰森制药
| 收益状态 | -1.55% 已平仓 |
|---|---|
| 进场成交 | 2026-07-13 · 开盘 · @32.4927 |
| 离场成交 | 2026-07-14 · 开盘 · @32.1759 |
| 毛收益 | -0.97% |
| 成本 | +0.58% |
| 净收益 | -1.55% |
| 计入收益 | -1.55% |
| 计入 | 同日重复,不计入曲线 |
| 建仓日 | 2026-07-13 · 进场不早于新闻时刻 + 2 分钟 |
| 契约提示 | LIMIT_AND_CHASE |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 17:46
研究档案
消息传播链
- RTTNews报道翰森宣布ARTEMIS-008达到OS主要终点，并披露GSK盘前上涨约1.01%。市场反应:GSK.US 2026-07-10收涨0.59%，反应温和。
- 摩根大通将该读数定义为B7-H3 ADC类别首个三期OS胜利，说明机构已开始覆盖，但发生在港股下一交易日前。市场反应:03692.HK 7月10日收31.94港元，事件发生在港股收盘后。
关键理由
- ARTEMIS-008在晚期或复发小细胞肺癌达到总生存主要终点，属于B7-H3 ADC首个三期OS阳性读数，对翰森制药的创新药管线价值是实质性正催化。
- 翰森制药保留中国内地、港澳台权益，GSK获得海外权益；海外商业化更多体现为里程碑和潜在分成，国内权益则由翰森承接，弹性高于GSK。
- 量级上，翰森制药市值约1937亿港元，Ris-Rez仍未商业化、短期收入贡献为0，但三期OS阳性显著提高上市概率和BD资产估值；GSK约1057亿美元市值下该单一管线不足以构成市值级重定价。
主要风险
- 具体OS获益幅度、HR、p值和安全性细节未披露，若医学会议全文数据不够强，容易回吐。
- 翰森制药近20日已涨9.76%、7月初有连续大涨，存在创新药板块和BD预期提前交易的中等price-in风险。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-12 · 影响 none
未命中足以否定本次管线催化的近期公司级利空，结果主要为同一Ris-Rez研报和无关行业/个股研报。
检索:翰森制药 03692 近期 利空 业绩 下调 监管 风险 2026 原文 ↗ - 做多前查反向 · 来源 kb_search · 日期 2026-07-12 · 影响 supports
命中摩根大通正面覆盖，同时未发现直接竞争、监管或安全性反证；主要风险是完整数据和商业化量级尚未披露。
检索:翰森制药 HS-20093 Risvutatug Rezetecan 风险 竞争 B7-H3 ADC GSK 2026 原文 ↗
工具调用 · 历史记录,结果未知(4 种)
- stock_quote · 结果未知
- kb_search · 结果未知
- price_snapshot · 结果未知
- validate_order · 结果未知
原文全文
展开原文 · 7,444 字
Hansoh Pharma: Phase III Trial For Ris-Rez Meets Primary Endpoint In China
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Published:
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GSK plc (
GSK
,
GSK.L
) licensor Hansoh Pharmaceutical Group announced that ARTEMIS-008, its phase III trial evaluating risvutatug rezetecan or Ris-Rez in patients with advanced or relapsed small-cell lung cancer, met its primary endpoint of overall survival. Consistent benefit was also observed across key secondary endpoints.
Hesham Abdullah, Senior Vice President, Global Head Oncology, R&D, GSK said: "These results are an important milestone as the first positive phase III overall survival data for a B7-H3-targeted ADC in any tumour type. Together, with other data generated to date, they further support the potential of B7-H3 as a promising target across lung cancer and other solid tumours."
GSK acquired exclusive worldwide rights, excluding China's mainland, Hong Kong, Macau, and Taiwan, from Hansoh Pharma to progress clinical development and commercialisation of Ris-Rez.
In pre-market trading on NYSE, GSK shares are up 1.01 percent to $53.01.
For More Such Health News, visit rttnews.com.
For comments and feedback contact: editorial@rttnews.com
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By
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Published:
7/10/2026 8:51 AM ET
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Add Now
GSK plc (
GSK
,
GSK.L
) licensor Hansoh Pharmaceutical Group announced that ARTEMIS-008, its phase III trial evaluating risvutatug rezetecan or Ris-Rez in patients with advanced or relapsed small-cell lung cancer, met its primary endpoint of overall survival. Consistent benefit was also observed across key secondary endpoints.
Hesham Abdullah, Senior Vice President, Global Head Oncology, R&D, GSK said: "These results are an important milestone as the first positive phase III overall survival data for a B7-H3-targeted ADC in any tumour type. Together, with other data generated to date, they further support the potential of B7-H3 as a promising target across lung cancer and other solid tumours."
GSK acquired exclusive worldwide rights, excluding China's mainland, Hong Kong, Macau, and Taiwan, from Hansoh Pharma to progress clinical development and commercialisation of Ris-Rez.
In pre-market trading on NYSE, GSK shares are up 1.01 percent to $53.01.
For More Such Health News, visit rttnews.com.
For comments and feedback contact: editorial@rttnews.com
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