7月29日，吉利德科学夜盘上涨3.46%，报138.97美元/股，成交额1.19万美元。
消息面上，公司将于8月4日盘后发布二季度财报，市场预计营收同比增长6.13%，机构整体观点偏多，FactSet统计均值目标价159.04美元。近期催化剂密集落地：7月24日欧洲药品管理局CHMP推荐Trodelvy联合Keytruda用于PD-L1阳性一线转移性三阴性乳腺癌，叠加此前FDA已批准Trodelvy一线适应症，产品放量预期持续强化。此外，HIV管线方面每周一次口服lenacapavir获FDA补充新药申请受理，管线推进节奏良好。需关注的是，公司预计二季度将计入约112亿美元一次性IPR&D收购费用，或对账面利润形成冲击，市场预期EPS为-7.09美元。生物科技板块近日整体走强，安进、艾伯维等同步上涨，板块联动效应明显。
（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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