郭家耀: 港股续追落後料试27,800 中国抗体(03681.HK)惹憧憬
正荣金融业务部副总裁郭家耀称,美股周一(4日)继续破顶,中美贸易谈判续有进展,市场风险胃纳上升,三大指数再创历史新高。美元走势向好,美国十年期债息回升至1.78厘水平,油价走势亦向上。港股预托证券大致向好,预料大市早段跟随外围高开。内地股市继续上升,市场气氛更为乐观,沪综指高开高走,收市上升0.6%,沪深两市成交额亦略为增加至4,694亿元人民币。
港股表现向好,主要受中美达成首阶段贸易协议消息带动,恒指冲破250天线水平,成交亦大为增加,资金持续流入中资股。市场追落後情况持续,大市有机会进一步上试27,800点阻力,下方支持在27,000点水平。
另中国抗体制药(03681.HK)集团为一家专门研究、发展、制造及商业化免疫性疾病疗法的香港生物制药公司,主要研制的产品为以单克隆抗体为基础的生物药。目前集团共有六种在研药物,主要专注在免疫性疾病上。集团自主研发的SM03为集团的旗舰产品,当中用於治疗类风湿关节炎的SM03现於中国已处於III期临床试验阶段,料可成为集团首个可商品化的药物。
此外,集团亦已完成SM03就治疗非霍奇金氏淋巴瘤及系统性红斑狼疮的I期临床试验,并拟在明年中国开展针对系统性红斑狼疮的II期临床试验。公司引入云南白药为基石投资者,认购5,000万美元。中国抗体拥有完备的全产业链平台,涵盖研发、临床试验、生产等创新药物开发全过程。公司未来将与云南白药更广泛的深度合作,从靶点识别、分子筛选、临床研究、生产到商业化的完整产业流程,将能够自主建立创新药平台。治疗类风湿关节炎的SM03有望较快推出市场,预料有助业绩快速获得体现。
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