9月15日（周一），李氏大药厂午后涨超25%，截至发稿，涨25.37%，报2.52港元，成交额4860万港元。
消息面上，李氏大药厂此前发布中期业绩，该集团取得收益6.95亿港元，同比增加5.5%；主要由集团产品组合稳健的销售表现所带动。2025年上半年的公司拥有人应占纯利为6718.5万港元，同比增加7.5%。值得注意的是，李氏大药厂7月底公告称，旗下子公司兆科肿瘤申报的抗PD-L1单克隆抗体索卡佐利单抗新适应症上市申请已获得批准。
此外，中泰证券发布研报称，近年来双抗、ADC、小分子靶向药（TKI）、细胞治疗等创新疗法推进肿瘤患者OS逐步延长，荷瘤患者的生存质量（QoL）是临床实践中关注的重要问题，过去较少药企做针对性的药物开发。肿瘤恶病质和爆发性癌痛的“姑息治疗学科”关注的重要问题。该行指出，李氏大药厂研发的芬太尼气溶胶吸入剂AZ003，可有效控制癌痛爆发痛，其2期临床结果于2024年ASCO发表。该行认为该赛道未来将出现多个大单品，值得投资者重视。
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