宝济药业-B午前涨逾10% 较招股价26.38港元已涨超440%

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Feb 10
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  宝济药业-B(02659)盘中涨超10%,高见143港元,较招股价26.38港元已涨超440%。截至发稿,股价上涨9.80%,现报142.30港元,成交额5100.59万港元。

  公开资料显示,宝济药业拥有中国首款报产的重组人透明质酸酶的KJ017,用于大容量皮下给药; 全球首款在低预存抗体和给药次数方面具备“同类最佳”潜力的IgG降解酶KJ103,用于抗体介导的自身免疫性疾病; 以及一款已获得合作验证的长效促卵泡激素药物SJ02,用于辅助生殖。这三大核心产品已在中国进入商业化、新药上市申请注册或后期临床阶段,预示着宝济药业即将从纯研发阶段向商业化阶段过渡。

  值得注意的是,西牛证券发布研报称,宝济药业己经订下明确的商业化模式及时间表。该行相信集团的产品将于2026年开始为集团带为显着的收入贡献,当中KJ017及SJ02两种产品将会为收入的主要来源。同时,应用于肾脏移植脱敏的KJ103有望于2027年起为集团带来收入贡献,应用GBS及抗GBM病的KJ103产品则将于更后的时间点开始为集团带来收入。

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