基石药业-B(02616)早盘股价上涨5.15%,现报9.59港元,成交额1.16亿港元。
根据香港联交所8月20日披露的文件,8月18日,新加坡政府投资公司(GIC Private Limited)增持基石药业8,040万股普通股股份,每股均价7.9港元,价值约6.35亿港元。增持后,新加坡政府投资公司最新持仓比例由0.00%升至5.49%。
值得注意的是,基石药业发布中期业绩,该集团取得收入人民币4945.1万元,同比减少80.54%;研发开支1.05亿元,同比增加58.75%;期内亏损2.7亿元。公告称,为筹备国家医保药品目录谈判,公司对普拉替尼进行价格调整。若获纳入国家医保目录,预计普拉替尼于2026年及以后的销售增长收益将抵消对收入的短期负面影响。此外,公司在2025年上半年并无订立重大外部授权安排,但公司在2025年7月与Gentili订立一项重大外部授权协议,预期将于2025年下半年获得授权费收入。
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