据悉，2023年12月，和誉医药与德国默克公司就Pimicotinib达成独家许可协议。中金认为，pimicotinib有竞争力的TGCT和cGvHD数据有望成为默克行使海外选择权的重要参考，若行权则或在2025年为和誉带来可观的里程碑付款，增厚公司业绩。Hoyo-B (02256) rose more than 8% intra-day, as of the time of publication, rose 4.15%, closing at HK$4.27, with a turnover of 6.335 million Hong Kong dollars.
According to the Wisdom Financial APP, Hoyo-B (02256) rose more than 8% intraday, and as of the time of publication, rose 4.15%, closing at HK$4.27, with a turnover of 6.335 million Hong Kong dollars.
On the news side, Hoyo announced that its subsidiary Hoyo Medicine independently developed CSF-1R small molecule inhibitor Pimicotinib for the treatment of tenosynovial giant cell tumor (TGCT) patients. MANEUVER pivotal phase 3 study achieved positive top-line results and the latest phase 1 study results of Pimicotinib in the treatment of TGCT.
It is reported that in December 2023, Hoyo Medicine reached an exclusive licensing agreement with Merck KGaA of Germany for Pimicotinib. CICC believes that the competitive TGCT and cGvHD data of Pimicotinib are expected to be an important reference for Merck's exercise of overseas options. If exercised, it may bring substantial milestone payments to Hoyo in 2025, enhancing the company's performance.
