$SMMT 20250815 25.0 PUT$ 我非常看好

我非常看好Summit Therapeutics(SMMT.US)的長期潛力。從核心邏輯看，其與康方生物合作的ivonescimab在肺癌關鍵3期試驗中實現無進展生存期（PFS）的統計學顯著改善，打破了EGFR突變耐藥患者領域抗PD-1單抗長期未突破的困境，數據紮實且具備臨牀突破性；中美雙市場聯動佈局更是亮點——中國已獲批奠定商業化基礎，美國向FDA提交上市申請的進展將打開全球最大創新藥市場空間，想象空間明確。從基本面看，藥物安全性特徵與對照組相近，未現新風險信號，商業化落地確定性較高；加之全球非小細胞肺癌患者基數龐大，尤其耐藥人羣存在強烈未滿足需求，產品若順利上市有望快速放量。

SMMT PUT

08-09 02:25

US20250815 25.0

Side	Price \| Filled	Realized P&L
Sell Open	1.15 3Lot(s)	-- Closed

Summit Therapeutics PLC

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Comments

DeltaDrift
08-11
DeltaDrift
确实，有商业布局能赚够钱
jazzyloo
08-11
jazzyloo
Exciting potential

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