港股异动 | 先声药业(02096)涨超9% 今年迎创新管线多重突破 机构看好公司自研与BD双轮驱动

智通财经
Jul 17, 2025

智通财经APP获悉,先声药业(02096)涨超9%,截至发稿,涨9.17%,报11.9港元,成交额3.6亿港元。

消息面上,今年以来,先声药业迎来创新管线的多重突破,包括新一代抗失眠药科唯可(盐酸达利雷生片)获国家药监局批准上市、年内分别就两项产品SIM0500、SIM0505 与艾伯维、NextCure 达成战略合作等。瑞银认为,市场尚未充分反映先声药业的研发实力及创新药销售潜力。其创新成果正加速兑现——2024年获批两款新药,今年迄今再添两款,2026至2027年可能还有4款获批。该行指,公司今年关键催化剂包括:1) SIM0500及其他早期候选药物的数据读取;2)ADC或T细胞衔接器(TCE)技术平台可能达成的额外授权协议。广发证券表示,公司创新转型成功,自研与合作新药进展顺利。维持“买入”评级。

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