7月2日，康诺亚-B盘中上涨9.4%，报77.4港元，成交额2.03亿港元，所在生物科技板块整体走强。
消息面上，多重利好持续共振：国家医保局此前公示557个药品通过基本医保目录初审、54个药品通过商保创新药目录初审，"医保+商保"双目录谈判进入实质性阶段，市场对高临床价值创新药放量预期升温。同时，艾伯维拟以约109亿美元收购Apogee公司（核心产品为长效IL-13单抗APG777），持续验证跨国药企对长效特应性皮炎资产的战略认可。康诺亚旗下CM512同属长效AD赛道，半衰期约70天，有望支持3至6个月给药间隔。此外，公司已收到吉利德收购Ouro Medicines的2.57亿美元首付款及阿斯利康4500万美元里程碑付款，现金流显著增厚，全球价值兑现路径进一步明晰。
（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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