异动解读 | 和誉-B盘中大涨5.31%,半年业绩超预期,新药研发进展顺利

异动解读
Aug 06, 2025

周三盘中,和誉-B(02256)股价大涨5.31%,引发市场关注。这一涨幅主要源于公司发布的亮眼半年报以及新药研发的积极进展。

根据公司公告,和誉-B 2025年上半年业绩表现优异,收入达6.12亿元,同比增长21.5%;归母净利润3.28亿元,同比增长58.8%,超出市场预期。业绩增长主要得益于默克公司行使匹米替尼全球商业化权益的选择权,为公司带来8,500万美元的行权费。此外,公司在控制成本方面表现良好,管理费用同比减少13%,有效提升了盈利能力。

在产品研发方面,和誉-B也传来利好消息。公司核心产品匹米替尼已在中国提交新药申请(NDA)并获受理,预计明年有望在中美两国获批上市。另一核心产品依帕戈替尼也已完成中国注册临床首例患者给药。同时,公司多个早期管线产品如ABSK043、ABSK061和ABSK131等也在积极推进中,显示出公司强劲的研发实力和潜力。值得一提的是,公司还在进行股票回购计划,最新数据显示回购了84,000股,这也可能对股价起到一定支撑作用。

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