港股异动 | 科笛-B(02487)午后涨超10% 重磅单品有望今年上市销售 公司盈利能力持续优化

智通财经网
Jun 30, 2025

科笛-B(02487)午后涨超10%,截至发稿,涨9.15%,报10.26港元,成交额1283.38万港元。

消息面上,科笛公布,集团用于表皮麻醉手术的CU-30101(局部外用利多卡因丁卡因乳膏剂)的中国III期临床试验结果获中华医学会第三十次皮肤性病学术年会(CSD年会)接受以电子壁报形式展示。在疗效方面,两侧面部VAS差值(CU-30101侧-Pliaglis侧)均在预设的等效区间范围内,显示CU-30101与Pliaglis镇痛疗效相当,达到主要终点。在安全性方面,CU-30101的整体安全性良好,无重度不良事件或严重不良事件发生。

西部证券指出,科笛近年在泛皮肤病药物研发及商业化领域取得显著突破。重磅单品外用非那雄胺和外用米诺环素泡沫剂等产品有望今年上市销售,产品具备较强的差异化优势和较好的竞争格局,线上线下渠道网络加速完善。公司当前仍处战略投入期,随产品结构升级、规模效应显现和经营效率提高,公司盈利能力持续优化。我们看好公司在泛皮肤药物领域的商业化能力,以及创新管线带来的长期增长潜力。

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