异动解读 | 燃石医学盘中大涨5.13%,学术成果和日本市场拓展提振投资者信心

异动解读
Oct 28

周二盘中,燃石医学(BNR)股价大涨5.13%,延续近期强劲上涨势头。自10月21日以来,公司股价已连续五个交易日上涨,累计涨幅超过60%,显示出投资者对公司前景的看好。

此轮涨势主要受两方面利好因素推动:首先,燃石医学近期在多个国际学术会议上发布了重要研究成果,聚焦DNA/RNA联合检测和低丰度循环肿瘤DNA(ctDNA)检测技术。公司与阿斯利康合作开发的ctDNA检测产品OncoCompass® Plus Prime表现出高度准确性和可靠性,为双方在癌症诊断领域的深入合作奠定了基础。其次,公司的OncoGuide OncoScreen Plus CDx系统已获得日本厚生劳动省的制造和销售批准,作为阿斯利康AKT抑制剂Truqap的伴随诊断产品,有望在明年上半年进入日本医保体系,为公司开拓日本市场带来新机遇。

从财务角度来看,燃石医学正稳步向盈利迈进。公司2025年第二季度净亏损大幅收窄至970万元,同比减少91%。分析人士认为,若保持当前净亏损收窄趋势,公司有望在不久的将来实现扭亏为盈。然而,值得注意的是,近期股价上涨伴随着相对较低的成交量,反映出主力资金可能存在高度控盘的情况,投资者参与时需保持谨慎。

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