Investing.comQwen · 实盘不做把握 2/10不做原因:无增量信息
北京时间·🕒 发布 19:04:35·⟳ 抓取 19:06:04 +1m29s·⚡ 决策 09-01 19:18:52 +12m48s·56.0 天前
BlossomHill宣布将于9月15日WCLC大会展示BH-30643(EGFR C797S)Phase 1/2数据
本次事件仅为'将于2周后在学术会议展示数据'的预告,不含任何新临床数据、疗效数字或监管进展。BLSM为2026年8月初刚IPO的微型市值临床阶段公司,行情系统无法取价(极可能流动性极差)。我方已在此前更强的催化(8月18日FDA Fast Track认定)时判不做。本次事件相比Fast Track认定无增量信息,不构成可交易催化。
📄 原文Investing.com↗ 原文
BlossomHill to present BH-30643 lung cancer data at WCLC
Fed hike bets, oil rally and Japan yields - what’s moving markets SAN DIEGO - BlossomHill Therapeutics Inc. (NASDAQ:BLS…
不做 BlossomHill Therapeutics(BLSM.US)
仅为2周后会议展示预告,无新临床数据;公司8月初刚IPO、微型市值、行情系统无法取价(流动性极差);我方已在此前更强催化(FDA Fast Track)时判不做,本次无增量事实、无可执行性
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研究档案
结论摘要
BlossomHill(BLSM.US)宣布BH-30643 Phase 1/2数据将于9月15日WCLC展示。这是会议摘要/展示预告,不含新数据。公司8月初刚IPO、微型市值、行情系统无法取价。此前8月18日FDA Fast Track认定(更强催化)我方已判不做。本次无增量事实、无可执行性、无跨市场映射价值,判AVOID。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 low ↗
先例如何影响了这次决策
对本次决策的影响:无先例可参考;但事件本身为会议展示预告(非数据发布),历史上此类事件对微型市值临床阶段公司股价影响极小
方向:无可用先例
涨幅量级:无
形态:无
工具执行结果 · 成功 2 · 降级 1 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 2,446 ms
{"result": "search_processed_events:agent query=`blossomhill bh-30643 wclc lung cancer | blossomhill therapeutics data presentation | blsm egfr c797s solara trial`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 61.7/72 小时、2088 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研判。"} - stock_quote 降级 stock_tools HTTP · 22,486 ms
取价失败: Futu returned no quote - search_case_library 成功 stock_tools HTTP · 15,090 ms
{"result": "search_case_library「BLSM.US」—— 与这些标的相关的自家决策案例(本页 3 条,该标的全历史相关记录共 3 条;ENTER 只按该标的自己的腿统计):\n◆ BLSM.US:相关历史决策 3 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过\n【对所查标的真 ENTER 过的:0 条 —— 相关案例里没有该标的自己的 ENTER 腿】\n【最近 3 条其它决策(多为「不做」,用来看这票最近在被什么消息刷屏)】\n• 2026-08-18 UTC 不做 · 事件:FDA授予BlossomHill的BH-3
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Fed hike bets, oil rally and Japan yields - what’s moving markets
SAN DIEGO - BlossomHill Therapeutics Inc. (NASDAQ:BLSM) announced Monday that updated data from its Phase 1/2 SOLARA trial will be presented on September 15, 2026 at the World Conference on Lung Cancer in Seoul, South Korea.
The mini-oral presentation will describe anti-tumor activity of BH-30643 in patients with secondary epidermal growth factor receptor resistance mutations, including EGFR C797S, according to a press release statement.
Dr. Hidehito Horinouchi from National Cancer Center Hospital in Tokyo will present the data on September 15 at 11:00 AM KST in a session titled "Closing The Gaps In Driver Altered NSCLC: Moving Beyond Current Boundaries."
BH-30643 received Fast Track designation from the FDA for treatment of C797S-positive resistance in EGFR-mutant non-small cell lung cancer. No oral targeted therapies are currently approved for this patient population.
The company stated that C797S represents a mechanism of resistance in EGFR-mutant lung cancer after progression on third-generation EGFR inhibitors such as osimertinib.
BH-30643 is an investigational, oral, non-covalent, macrocyclic, brain active, mutant-selective EGFR inhibitor. The drug candidate is being evaluated in the SOLARA trial, a global Phase 1/2 study spanning more than 40 sites in 10 countries.
The trial is assessing safety, tolerability, pharmacokinetics, pharmacodynamics and preliminary anti-tumor activity of BH-30643 in patients with EGFR-mutant non-small cell lung cancer. Ongoing dose expansion cohorts are enrolling in both TKI-pretreated and TKI-naive settings, including a C797S resistance cohort.
BlossomHill Therapeutics is a clinical-stage biopharmaceutical company headquartered in San Diego. The company is also developing BH-30236 for relapsed or refractory acute myeloid leukemia and higher-risk myelodysplastic syndrome, and has a preclinical program, BH-501284, targeting KRAS-mutant tumors.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
SAN DIEGO - BlossomHill Therapeutics Inc. (NASDAQ:BLSM) announced Monday that updated data from its Phase 1/2 SOLARA trial will be presented on September 15, 2026 at the World Conference on Lung Cancer in Seoul, South Korea.
The mini-oral presentation will describe anti-tumor activity of BH-30643 in patients with secondary epidermal growth factor receptor resistance mutations, including EGFR C797S, according to a press release statement.
Dr. Hidehito Horinouchi from National Cancer Center Hospital in Tokyo will present the data on September 15 at 11:00 AM KST in a session titled "Closing The Gaps In Driver Altered NSCLC: Moving Beyond Current Boundaries."
BH-30643 received Fast Track designation from the FDA for treatment of C797S-positive resistance in EGFR-mutant non-small cell lung cancer. No oral targeted therapies are currently approved for this patient population.
The company stated that C797S represents a mechanism of resistance in EGFR-mutant lung cancer after progression on third-generation EGFR inhibitors such as osimertinib.
BH-30643 is an investigational, oral, non-covalent, macrocyclic, brain active, mutant-selective EGFR inhibitor. The drug candidate is being evaluated in the SOLARA trial, a global Phase 1/2 study spanning more than 40 sites in 10 countries.
The trial is assessing safety, tolerability, pharmacokinetics, pharmacodynamics and preliminary anti-tumor activity of BH-30643 in patients with EGFR-mutant non-small cell lung cancer. Ongoing dose expansion cohorts are enrolling in both TKI-pretreated and TKI-naive settings, including a C797S resistance cohort.
BlossomHill Therapeutics is a clinical-stage biopharmaceutical company headquartered in San Diego. The company is also developing BH-30236 for relapsed or refractory acute myeloid leukemia and higher-risk myelodysplastic syndrome, and has a preclinical program, BH-501284, targeting KRAS-mutant tumors.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
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