智通财经APP获悉，先声药业(02096)涨超4%，截至发稿，涨4.42%，报64.8港元，成交额2.14亿港元。
华泰证券发布研报称，公司多款重磅新品陆续进入商业化兑现期，其中达利雷生已在6月获NMPA批准治疗失眠，作为可改善日间功能、安全性优秀且无成瘾性的新型失眠药物，其有望填补长期治疗方案空缺。
该行指出，达利雷生是从Idorsia引进的DORA，已在美欧英日等地获批上市。与传统药物不同，DORA并非通过直接镇静大脑助眠，不导致药物依赖，亦无显著停药反跳性失眠。全球III期临床中，达利雷生使总睡眠时间较安慰剂显著延长57.7分钟，并显著改善日间症状IDSIQ评分。
据药智网，国内目前仅有莱博雷生、达利雷生2款DORA获批(莱博雷生5月底获批，时间相近)，另有1款国产DORA递交NDA，竞争格局良好。此外，达利雷生目前未列管第二类精神药品目录，有望拓展多元用药场景。
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