智通财经APP获悉，维升药业-B(02561)尾盘涨超5%，截至发稿，涨5.13%，报20.08港元，成交额70.14万港元。
消息面上，此前维升药业核心产品长效生长激素隆培生长激素(商品名维臻高®)正式获批上市，适用于3岁及以上儿童、青少年生长激素缺乏症的治疗，也意味着维升药业开始进入商业化兑现周期。根据弗若斯特沙利文数据，预计中国生长激素市场规模在2030年达到286亿元，长期增长动能充沛。在这一增量市场中，维臻高®作为国内首款同时具备“长效+天然结构”优势的BIC产品，有望在高端市场开辟差异化竞争空间。
智通财经APP在《维升药业-B（02561）盘中涨近30%背后：市场聚焦核心产品放量，维臻高®商业化再提速》中指出，2026年维升药业正以进口方式进行商业化，计划2028年实现技术转移及本地化生产。目前，公司正在与选定的CDMO合作伙伴药明生物合作推进本地化生产，进一步夯实公司的制造能力和供应链竞争优势。随着维臻高®的商业化销售逐步放量并贡献业绩收入，公司将实现向“产品兑现”的稳步过渡，其估值中枢亦将随之获得更为坚实的基本面支撑。
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