智通财经APP获悉，药明巨诺-B(02126)午后涨超10%，截至发稿，涨8.42%，报5.41港元，成交额2633.6万港元。
消息面上，药明巨诺近日发布中期业绩，上半年收入1.06亿元人民币，同比增加22.5%；毛利6511.7万元，同比增加48.86%；研发开支9204.1万元。中金指出，上半年经营性利润减亏良好，主因降本控费和达成授权许可合作，预计全年减亏趋势有望持续。
该行表示，根据公司公告，24年下半年公司启动JWCAR201在血液瘤和自免的IIT研究，目前正在入组中。该产品公司具备全球权益，通过结合双靶向，公司认为该产品有望具备更广泛的疗效、更高的信号阈值。根据公司公告，血液瘤已经获得令人鼓舞的初步数据，计划在2025年12月美国血液学会年会公布IIT数据。此外，期待CD19 CAR-T的系统性红斑狼疮SLE数据更新。
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