生物医药板块局部活跃 金斯瑞生物科技(01548)涨4.67%、百济神州(06160)涨2.92%

金吾财讯
Oct 05

金吾财讯 | 生物医药板块局部表现活跃,截至发稿,金斯瑞生物科技(01548)涨4.67%,百济神州(06160)涨2.92%,药明生物(02269)涨1.65%,药明康德(02359)涨1.14%。消息面上,山西证券表示,AI模型公司以及众多MNC对AI高度重视已充分说明AI制药是未来AI应用的重要方向之一。短期看,通过AI模型设计的大量药物分子有望转化成上游服务企业的新增订单;中长期看,AI制药未来有望大幅提高药物研发效率和研发质量。国信证券认为,中国CDMO企业在人才红利、合规产能、知识产权保护方面具有综合优势。中国企业在化学CDMO领域的核心行业地位5年内具备较强的不可替代性,在生物药CDMO领域的能力也在持续增强。中国银河证券提到,2026年欧洲肿瘤内科学会年会将于10月23至27日在西班牙马德里举行,本届大会预计共29项中国新药研究入选LBA,约占大会全部LBA的三分之一,其中5项进入主席研讨会,其余24项以优选口头或快速口头形式报告,入选数量和占比继2025年后再创历史新高。创新药前瞻亮点重点关注三条主线:1)国产ADC进入Ⅲ期临床集中兑现期;2)IO2.0由肺癌向多瘤种扩张;3)精准治疗进一步向耐药和难治肿瘤推进。

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