宜明昂科-B（01541）今日盘中大跌5.17%，引发市场关注。这一跌幅或与公司昨日晚间公布的2024年度业绩报告有关。
根据宜明昂科发布的年度业绩公告，截至2024年12月31日，公司实现收入7414.9万元人民币，较2023年大幅增加7370万元。这一增长主要来自与AxionBio, Inc.达成的授权及合作协议所产生的首付款及近期付款。然而，公司仍录得3.16亿元人民币的亏损，虽较去年同期的3.79亿元有所收窄，但亏损规模依然较大。
值得注意的是，宜明昂科的研发开支由2023年的2.92亿元增加至2024年的3.23亿元，增幅达10.6%。这反映了公司在新药研发方面持续加大投入。公司核心产品IMM01的临床试验进展显著，与阿扎胞苷联合治疗的II期临床试验显示出良好的疗效和耐受性。尽管如此，持续的高额研发投入和未能实现盈利可能是导致投资者信心不足，股价下跌的主要原因。
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