智通财经APP获悉，加科思-B(01167)涨超5%，截至发稿，涨8.61%，报11.23港元，成交额1.17亿港元。
消息面上，《纽约时报》近日报道称，特朗普政府正在讨论一项行政命令，拟对美国制药企业收购中国研发的创新药物设限。草案若实施，可能切断美国药企获取中国实验性药物的渠道，并加剧供应链风险。申万宏源研报指出，该草案的落地概率极低，并再次强调了中国创新药板块的投资价值，表示“创新升级+盈利拐点+出海BD常态化”三重逻辑支撑后续行情。
根据加科思发布的中期业绩，集团期内取得4566.4万元人民币，去年同期为零收入;公司拥有人应占亏损5899.4万元，同比收窄65.1%。公告称，收入增长主要得益于艾力斯许可协议的里程碑付款。
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