异动解读 | 亚盛医药盘中大跌5.25%,生物医药板块整体承压

异动解读
Aug 25

8月25日周一盘中,亚盛医药(AAPG)股价出现大幅下跌,跌幅达5.25%,引发市场关注。此次下跌主要受到生物医药板块整体走弱的影响。

据市场消息,港股生物医药股于周一普遍震荡回调。其中,欧康维视生物跌幅超过15%,百奥赛图和中国抗体跌幅均超过8.5%,亚盛医药跌幅超过6%。这一行业性下跌趋势可能是导致亚盛医药股价下跌的主要原因。

值得注意的是,尽管股价下跌,但亚盛医药近期获得了积极的分析师评价。中金公司维持亚盛医药"跑赢行业"评级,并将目标价上调19.3%至105港元。中金指出,考虑到公司GLORA-4研究进展及新适应症空间可见度提升,上调了目标价。这一目标价较当前股价仍有15.8%的上行空间。此外,中金还强调了亚盛医药上半年的业绩符合预期,以及其主要产品耐立克在新适应症获批后的高速增长。然而,这些积极因素似乎未能在当日抵消整体市场的下行压力。

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