港股异动 | 医药股再度走高 国产创新药迎多重利好共振 机构称数据和BD催化有望成全年主线

智通财经
May 30

智通财经APP获悉,医药股再度走高,截至发稿,中国抗体-B(03681)涨18.85%,报1.45港元;宜明昂科-B(01541)涨17.54%,报13.4港元;昭衍新药(06127)涨14.96%,报14.6港元;歌礼制药-B(01672)涨12.25%,报7.97港元;和铂医药-B(02142)涨5.03%,报9.18港元。

消息面上,石药集团今日盘前公布,正与若干独立第三方就三项潜在授权合作进行磋商,涉及集团旗下若干产品及基于其技术平台开发药品的开发、生产及商业化。每项交易可能带来的首付款、开发里程碑付款及商业化里程碑付款总额最高可达约50亿美元。此前不久,三生制药宣布与辉瑞就PD-1/VEGF双抗药物SSGJ-707达成全球授权协议,获得12.5亿美元首付款。值得一提的是,今年以来,创新药出海迎来大爆发。数据显示,数据显示,2025年第一季度,中国创新药license-out交易已有41起,总金额达369.29亿美元,仅3个月已接近2023年全年水平。

此外,5月30日-6月3日,2025年美国临床肿瘤学会(ASCO)年会将在美国芝加哥举行。今年ASCO年会上,中国研究者共计70余项原创研究入选口头报告。太平洋证券表示,流动性和风险偏好提升,数据和BD催化有望成为全年主线。交银国际研报指出,ASCO大会召开在即,LBA重磅数据即将揭晓,创新药板块有望迎来关注热潮、并有望在未来推动更多出海交易达成,市场情绪与板块估值将进入正向修复通道。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10