德适-B（02526）盘中涨超23%，截至发稿，股价上涨21.27%，现报402.60港元，成交额1949.60万港元。
8月19日，Moderna与默沙东宣布，双方合作开发的mRNA个性化癌症疫苗首个III期临床试验取得初步阳性结果，成为全球首个在III期试验中验证疗效的mRNA癌症疗法，Moderna隔夜股价飙涨176.97%，纳斯达克生物科技指数大涨6.4%创六年最大涨幅。这一消息直接点燃港股生物科技板块情绪，创新药、疫苗等方向全线活跃；与此同时，近期AI4S概念持续发酵，市场对AI赋能医药研发的关注度提升，医药AI及大模型标的同步走强。
德适近期发布的2026年中期业绩显示，公司上半年实现营业总收入1.087亿元，同比增长21.0%；毛利8050.4万元，同比增长14.0%，综合毛利率保持在74.1%的较高水平。值得一提的是，德适上半年模型服务收入达9454.1万元，同比大增101.1%，占总收入比重由上年同期的52%提升至87%，为驱动本期收入增长的核心引擎。
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