9月8日，百济神州盘中下跌3.07%，报208.6港元，成交额1.59亿港元。
消息面上，公司此前宣布与美国政府自愿达成协议，通过Medicaid项目以约定价格向符合条件患者提供替雷利珠单抗（百泽安），预计覆盖约8%的美国已获批适应症患者群体。替雷利珠单抗上半年全球销售额29.84亿元，仅占公司同期营收约13.7%，核心产品泽布替尼及索托克拉均不在本次定价条款之内，价格体系未受影响。多家券商指出短期财务冲击有限并维持买入评级，但市场对美国药价政策不确定性的担忧情绪仍在消化中。同业方面，生物科技板块整体偏弱，信达生物跌1.53%，云顶新耀跌1.15%，康方生物跌0.26%。
（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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