异动解读 | 新药获突破性认定叠加机构上调盈测,中国生物制药盘中大涨5.09%

异动解读
Jul 15

中国生物制药今日盘中大涨5.09%,引起了市场的广泛关注。

消息面上,公司旗下北京泰德制药自主研发的1类新药TRD205,针对慢性术后神经病理性疼痛的II期临床试验取得积极数据,并获国家药品监督管理局药品审评中心纳入突破性治疗药物名单。该药物有望填补该适应症临床治疗空白,且因其仅作用于外周,可能避免中枢神经系统类药物的常见不良反应。

与此同时,国际投行摩根士丹利重申对中国生物制药的“增持”评级,目标价维持7.8港元。在计入公司与阿斯利康及葛兰素史克等达成的商业授权收入后,摩根士丹利上调了公司未来几年的每股基本盈利预测。此外,公司近期业务发展成果密集兑现,包括TQC3721海外授权阿斯利康总额最高达19亿美元,以及TQB3454的上市申请获受理,标志着其创新研发管线正进入集中收获期。

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