荣昌生物(09995.HK)今日盘中大涨5.05%,引发市场关注。消息面上,该股价上涨主要受到以下几方面利好因素的驱动:
首先,荣昌生物研发的治疗IgA肾病创新药物RC-18(泰它西普)正处于关键的临床III期阶段。该产品已于2022年11月在美国启动III期临床试验,国内III期研究也正在准备中。公司表示,将与监管部门保持沟通,争取尽早申报该新适应症。RC-18若能如期上市,将进一步丰富公司的产品线,带来新的利润增长点。
其次,公司旗舰产品RC18(belimumab)在免疫风湿病适应症方面取得重大进展。今年7月,该产品在类风湿关节炎适应症获批上市,有望实现快速放量增长。此外,RC18在系统性红斑狼疮适应症今年开始执行新的医保价格,也将为产品销量注入新的动力。
第三,从公司最新财报数据来看,荣昌生物三季度实现营收4.67亿元,同比大涨34.6%,经营业绩持续向好。受益于规模效应和成本管控,公司单季亏损额也持续收窄至2.91亿元。市场预计荣昌生物有望在明年实现扭亏为盈,长期增长前景受到资金青睐。
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