港股异动 | FSGS赛道热度再起,礼邦医药-B(09637)大涨超15% 机构指其有望进入港股通

智通财经
Aug 05

智通财经APP获悉,8月5日,礼邦医药-B(09637)大幅走高,盘中涨超15%。截至发稿,涨13.07%,报33.22港元,成交额2921.2万港元。

消息面上,美股肾病领域公司Travere Therapeutics发布2026年第二季度业绩,盘后涨约14%。其核心产品FILSPARI二季度美国净产品销售额1.411亿美元,同比增长96%;FSGS上市初期表现及IgA肾病业务持续增长,共带来2012份新患者启动表。今年4月,FILSPARI获FDA批准成为首个FSGS治疗药物,这一长期缺药的肾病适应症正被资本市场重新定价。

FSGS的热度也让市场重新审视礼邦医药在同一适应症上的布局。该公司自主研发的AP303是一款双PPAR激动剂,定位为有望延缓或阻止CKD进展的同类首创疾病修饰疗法,公司持有全球权利,覆盖FSGS、DKD与IgAN高蛋白尿患者(basket II期)及ADPKD(已获FDA孤儿药资格)。AP303已完成I期临床,预计下半年推进至II期,当前正站在临床价值兑现的起点。

值得一提的是,中金近期发布研报称,恒指公司8月21日宣布审议结果,此次适逢恒生综合指数的半年度审议。该行测算,49只股票有望纳入港股通,其中包括礼邦医药。据悉,获纳入港股通有利于扩大公司投资者基础,潜在提高H股交易流动性。

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