德适-B（02526）盘中涨超20%，高见507港元，再创上市新高。截至发稿，股价上涨19.61%，现报504.50港元，成交额3442.45万港元。
莫德纳联合默沙东研发的个性化mRNA癌症疫苗intismeran autogene，全球首个大型III期临床读出阳性结果。此次intismeran的开发是AI for Science（AI4S）落地新药研发典型案例。流程上从患者肿瘤DNA测序，再靠AI筛选新抗原、设计mRNA序列，最终做到一人一药的定制化疫苗，意味着AI不再只做研发环节辅助，已经贯穿从样本分析到候选药物产出的完整链条。
值得注意的是，随着模型能力与平台生态的持续沉淀，德适正式迈入“医疗影像AI研究与生产加速平台”的新阶段。作为港股稀缺的AI4S纯正标的，公司有望于8月下旬纳入恒生综合指数、9月7日前后正式纳入港股通交易名单，届时，公司股票的流动性与交易活跃度有望进一步提升。在AI4S产业浪潮及南下资金巨大配置需求共振之下，德适估值提升空间巨大。
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