9月9日，百济神州盘中下跌3.01%，报206.4港元，成交额2.58亿港元。
消息面上，公司此前与美国政府就替雷利珠单抗（百泽安）自愿达成Medicaid定价协议，以约定价格向符合条件患者供药，预计覆盖约8%的美国已获批适应症患者群体。尽管国金证券等多家券商指出，泽布替尼、索托克拉等核心血液瘤产品价格体系未受影响，短期财务冲击有限并维持买入评级，但公司在半年报中亦提示"美国最惠国定价模式可能影响产品收入"的风险。叠加近20个交易日南向资金累计净减持超1395万股，市场对美国药价政策不确定性的担忧仍在消化。同业方面，生物科技板块整体偏弱，信达生物跌1.2%，康方生物跌1.14%，云顶新耀跌4.36%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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