港股异动 | 昭衍新药(06127)盘中涨超7% 新药研发活跃实验猴资源紧俏 单价已到20万元高位

智通财经
Jul 13

智通财经APP获悉,昭衍新药(06127)盘中涨超7%,截至发稿,涨6.59%,报21.66港元,成交额1亿港元。

消息面上,据第一财经,新药研发活跃,实验猴资源再度变得紧俏起来。“现在不仅仅是猴子非常贵,更关键的是还供应不上。”作为一家生物药企研发负责人张明陷入到找猴的困难境地。另一家药企研发人员说,食蟹猴价格涨了不少,根据他们最新咨询到的报价,单价已到20万元。“各家CRO(医药研发外包)今年可以预约的实验猴档期差不多都满了。”

西部证券此前指出,由于实验猴繁殖扩产周期长达6-7年以及繁殖种群老化,我国实验猴资源内生供给刚性偏收缩,此外新冠疫情后国家对野生动物进出口加强管制,实验猴资源外部供给受限,未来实验猴价格在行业需求回暖的背景下有望持续上涨,从而通过生物资产公允价值变动为公司带来较大利润弹性。

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