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百济神州

176.200

-2.800-1.56%

成交量：419.50万

成交额：7.39亿

市值：2,713.48亿

市盈率：-47.65

高：180.200

开：178.900

低：174.000

收：179.000

数据加载中...

总览公司新闻公告

8家药企去年人均薪酬超过50万，包括百济神州、迪哲医药等

百济神州的“创新超级乘法”

Ofweek维科网

BGB-43395：在既往三线治疗的乳腺癌及实体瘤患者具初步疗效和良好安全性

百济神州的新时代

医药生物：商保目录首次纳入调整方案医疗保障法征求意见发布

百济神州研发日：未来 18 个月，预计将迎来 20 项里程碑进展

Insight数据库

百济神州的医保猜想：领先外企一个身位，还有必要谈吗？

叮当健康旗下药房上架百济神州注射用泽尼达妥单抗(百赫安)

每日卖空追踪 | 百济神州 06月27日卖空量成交69.44万股，卖空比例为5.06%

《大行》野村：百济神州(06160.HK)临床前研究数量今年增至85个正进行96项临床实验

阿斯达克财经

国产创新药破晓时刻！华安医药军团以科技思维定义投资新范式

港股生物医药股延续回调，百济神州跌超8%

老虎资讯综合

【券商聚焦】华泰证券：国产新药望突破肺癌耐药，促疗法升级

6 月，恒瑞、百济神州、复星医药等新药又有新进展，多个关键 III 期临床启动

Insight数据库

解读全球制药企业50强榜单：中国创新药企距离“Big Pharma”还有多远

每日经济新闻

百济神州在研发日展示开创性肿瘤治疗管线

6月26日百济神州-UAH溢价达71.86%，位居AH股溢价率第56位

每日卖空追踪 | 百济神州 06月26日卖空量成交31.6万股，卖空比例为7.72%

医药估值重估逻辑

资本市场那些事儿

百济神州百悦泽®片剂获欧洲药品管理局人用药品委员会积极意见

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的高度选择性抑制剂，靶向控制细胞分裂的检查点蛋白以阻止癌细胞生长。BGB-43395具有潜在同类最佳血液学安全性特征，在既往接受过多线治疗的CDK4/6 经治患者中临床治疗有效。BGB-43395 剂量优化后安全性良好，血液毒性发生率低。BGB-43395 与氟维司群联用在实体瘤患者中观察到初步抗肿瘤活性。BGB-43395+氟维司群剂量递增给药后，37 例可评价实体瘤患者的ORR 为15%，其中19 例可评价乳腺癌患者的ORR 为11%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630115118a72524a3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:37","pubTimestamp":1751186273,"startTime":"0","endTime":"0","summary":"继首季度盈利之后，近日举办的投资者研发日活动让百济神州又一次站在聚光灯下。泽布替尼只是开始，百济神州血液瘤的上市产品格局即将焕新，新王牌索托克拉已在华申报上市，并预计在今年下半年推进全球申报。基于此，百济神州将在今年Q3开放乳腺癌和妇科恶性肿瘤的肿瘤特异性扩展队列，以进一步确认BG-C9074在B7-H4高表达肿瘤患者中的疗效和安全性。在肺癌领域，百济神州正在打造行业领先的产品组合。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250629164711a723c846&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250629164711a723c846&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0307460666.USD","LU1969619763.USD","BK1161","BK1583","LU2328871848.SGD","BK1588","06160","LU0588546209.SGD","ONC","688235","BK1500"],"gpt_icon":0},{"id":"2547471086","title":"医药生物：商保目录首次纳入调整方案 医疗保障法征求意见发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2547471086","media":"中泰证券","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2547471086?lang=zh_cn&edition=fundamental","pubTime":"2025-06-29 00:00","pubTimestamp":1751126400,"startTime":"0","endTime":"0","summary":"6 月24 日，国家医保局印发《2025 年基本医保目录及商保创新药目录调整申报操作指南》，首次将商业健康保险创新药目录纳入调整方案。医疗保障法征求意见发布，护航医药行业长远健康发展。6 月24 日，医疗保障法草案提请十四届全国人大常委会第十六次会议首次审议，草案正式通过后，将成为我国医疗保障领域首部综合性法律。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250629185120a723ece1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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项里程碑进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2546772031","media":"Insight数据库","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546772031?lang=zh_cn&edition=fundamental","pubTime":"2025-06-28 08:04","pubTimestamp":1751069069,"startTime":"0","endTime":"0","summary":"6 月 26 日，百济神州举行了投资者研发日活动。未来 18 个月内，预计将迎来 20 项里程碑进展。百济神州现拥有 1200+名科研人员，覆盖多样化的治疗模式。截至 5 月 28 日，百济正在进行临床开发的产品有 30 个，进行中的临床试验有 96 项。百济神州是唯一一家在 3 个 CLL 基础作用机制中均拥有潜在 BIC 产品的公司。预期里程碑事件展望未来 18 个月，百济神州将有望迎来多个关键后期催化剂和关键早期催化剂事件。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250628081518a721bdba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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20:46","pubTimestamp":1751028396,"startTime":"0","endTime":"0","summary":"5月29日，百济神州HER2靶点的重磅新药泽尼达妥单抗正式获批上市，用于治疗既往接受过全身治疗的HER2高表达不可切除局部晚期或转移性胆道癌患者。泽尼达妥单抗成为全球首个且目前唯一获批用于靶向治疗HER2高表达胆道癌的产品，领先一个身位。据百济神州官方最新消息，首批泽尼达妥单抗已经在全国百余个城市的医院和药房落地。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627210128a4c14cea&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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月24日,于叮当健康旗下药房正式售出首单。注射用泽尼达妥单抗于2025年5月29日,获附条件批准,用于既往接受过治疗的患者。据了解,叮当健康于2025年持续推进新特药‘生命方舟计划’,在旗下药房全面加强新特药品类布局,已先后上架阿尔茨海默病药品记能达、1类新药注射用瑞康曲妥珠单抗(艾维达)等新特药产品,为提升患者用药可及性带来便利。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627165221952ddb11&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1751013035,"startTime":"0","endTime":"0","summary":"百济神州北京时间06月27日，跌9.18%，卖空量成交69.44万股%，较上一交易日减少11.32%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627174641a720969e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:25。)AASTOCKS新闻","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240724105052054_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240724105052054_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1449718/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1583","06160","BK1161","BK0239","BK1588","688235","LU2328871848.SGD","LU1969619763.USD","LU0588546209.SGD","BK1500","LU0307460666.USD"],"gpt_icon":0},{"id":"2546761985","title":"国产创新药破晓时刻！华安医药军团以科技思维定义投资新范式","url":"https://stock-news.laohu8.com/highlight/detail?id=2546761985","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546761985?lang=zh_cn&edition=fundamental","pubTime":"2025-06-27 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华泰证券表示，2025年ASCO年会已在6月初落幕，国产创新药参与度进一步提升。据该机构的不完全统计，本次ASCO会议中约67项国产创新药研究入选口头汇报，较2024年增长约35%，占全部临床结果口头汇报内容的20%左右；其中，有9项国产创新药临床研究入选LBA，较2024年ASCO的4项显著增长。IBI363、MRG003、赛沃替尼、贝莫苏拜单抗、维迪西妥单抗等多款国产新药在LBA等口头汇报中更新了靓丽数据，有望革新现有治疗方案或填补治疗空缺。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961244","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1328615791.USD","BK1100","02268","06160","BK1583","LU0640798160.USD","01099","02228","BK1515","BK0276","SG9999014674.SGD","LU1580142542.USD","LU2148510915.USD","LU2488822045.USD","LU0348784397.USD","LU2328871848.SGD","IE00B5MMRT66.SGD","BK1617","LU1969619763.USD","BK0028","LU1064130708.USD","601688","01789","BK1593","LU0307460666.USD","BK1564","BK1588","BK1191","06886","BK1500","02196","IE00BPRC5H50.USD","BK1574","03933","IE00B543WZ88.USD","BK1147","BK1585","BK0188","LU0588546209.SGD","09688","BK0012","LU0348783233.USD","LU1979443071.USD","09926","SG9999004311.SGD","BK1141","02367","01530","LU1720050803.USD","LU0417516571.SGD"],"gpt_icon":0},{"id":"2546575067","title":"6 月，恒瑞、百济神州、复星医药等新药又有新进展，多个关键 III 期临床启动","url":"https://stock-news.laohu8.com/highlight/detail?id=2546575067","media":"Insight数据库","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2546575067?lang=zh_cn&edition=fundamental","pubTime":"2025-06-27 07:45","pubTimestamp":1750981540,"startTime":"0","endTime":"0","summary":"III 期临床启动，意味着新药研发已经开始向上市申请发起冲刺。据公开资料，这是该药首次启动 III 期临床。国产方面，三生国健的 SSGJ-611 本次启动 COPD III 期临床。此外，康诺亚/石药集团的司普奇拜单抗已启动 II/III 期，康乃德/先声药业的乐德奇拜单抗正在开展 II 期临床。Insight 数据库显示，在低级别胶质瘤赛道上，国内暂未有相关药物获批上市，芦沃美替尼研发进度位列第一梯队，已开展 III 期关键临床。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250627075121a4bfe6d7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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