港股異動 | 信達生物-B(1801.HK)升5% 旗下新藥獲批開始第二期研究
格隆匯10月3日丨信達生物-B(1801.HK)今日股價明顯上漲,現漲4.97%,報26.4港元,暫成交1億港元,最新總市值305.9億港元。

信達生物公佈,已獲得國家藥品監督管理局批准用於CT103A的試驗性新藥申請,這是一種治療難治性多發性骨髓瘤患者的創新療法,即將開始第二期研究,預計將於2021年獲得批准通過。
9月底,國家衞生健康委等10部門聯合制定了《健康中國行動——癌症防治實施方案(2019—2022年)》。集中採購以及推進符合條件的抗癌藥物按程序納入醫保藥品目錄的政策將推動抗癌藥價格下降,提升行業集中度,利好龍頭企業。
公司PD-1半年業績首秀表現亮眼,中泰證券認為,PD-1單抗是腫瘤治療革命性藥物,是未來5年潛力最大的抗腫瘤藥,推薦君實生物、信達生物等。
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