智通财经APP获悉，博安生物(06955)涨超14%，截至发稿，涨10.46%，报14.36港元，成交额2.9亿港元。
华安证券指出，上半年博安生物费用合理控制，地舒单抗新产品上市导致毛利率短期有所降低，研发费用率短期动态减少，销售费用率合理浮动，公司目前现金充裕，支持创新药管线快速推进。此外，博安生物依靠多年大分子平台的分子发现-临床开发-生产质控全链条开发经验，已搭建四大技术平台——全人抗体转基因小鼠平台、双特异性TCE技术平台、ADC技术平台、AI应用平台，布局新一代IO+ADC疗法。
其中，公司的BA-huMab全人抗体转基因小鼠平台，包含30个人抗体κ 轻链可变区基因、及110个人抗体重链可变区基因(IgM及IgG1)，可实现快速引发免疫反应，并在免疫后产生高抗体滴度，已在大量抗体项目上获得验证。ADC平台上，公司从差异化毒素及适应症的CLDN18.2 ADC、到差异化靶点的CD228 ADC 再到下一代双抗ADC，以及双毒素ADC，持续平台升级。华安证券看好公司生物制药平台全链条能力，FIC创新管线的大市场潜力。
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