智通财经APP获悉，信达生物(01801)尾盘涨超5%，截至发稿，涨5.49%，报53.8港元，成交额6.29亿港元。
消息面上，信达生物宣布，胰高血糖素(GCG)/胰高血糖素样肽-1(GLP-1)双受体激动剂玛仕度肽在中国超重或肥胖合并代谢相关脂肪性肝病(MAFLD)的受试者中的一项III期临床研究(GLORY-3)完成首例受试者给药。此外，信达生物将在ASCO会议报道IBI363（PD-1/IL-2α-bias）在黑色素瘤、结直肠癌、非小细胞肺癌的临床数据，以及IBI343(CLDN18.2 ADC)在胰腺癌的临床数据。
招银国际指出，5月12日，特朗普签署行政命令“为美国患者提供最惠国处方药定价”，旨在大幅降低美国处方药价格。政策缺乏实施细节，给予了药企30天的谈判期限，存在一定的游说空间，该行预计对美国创新药价格的短期影响有限，但长期看，在美国政府债务高企的环境下，降低医疗开支将不可避免。
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