异动解读 | 荣昌生物盘中大涨5.12%,核心产品获欧盟孤儿药认证及专利期限补偿

异动解读
25 Jun

港股市场今日盘中,荣昌生物(09995)股价大涨5.12%,引发市场关注。此轮上涨主要受到公司核心产品利好消息的推动。

据悉,荣昌生物的核心产品泰它西普近期获得两项重大利好:一是获得欧盟委员会(EC)授予的孤儿药资格认定(Orphan Drug Designation, ODD),用于治疗重症肌无力,成为全球首款同时拥有欧盟和美国孤儿药资格认定的重症肌无力双靶生物制剂;二是获得国家知识产权局授予的专利权期限补偿,补偿天数为1827天,使得该药的专利权期满终止日从2027年6月15日延长到2032年6月15日,为公司核心产品提供额外5年的市场保护。

分析人士认为,这两项利好将显著提升荣昌生物药品在中国市场的独占销售窗口期,有利于公司中长期业绩增长,提升核心竞争力。市场还预期泰它西普有望完成重磅BD(商业开发),进一步带动港股创新药板块情绪回暖。

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