郭家耀: 港股續追落後料試27,800 中國抗體(03681.HK)惹憧憬
正榮金融業務部副總裁郭家耀稱,美股周一(4日)繼續破頂,中美貿易談判續有進展,市場風險胃納上升,三大指數再創歷史新高。美元走勢向好,美國十年期債息回升至1.78厘水平,油價走勢亦向上。港股預託證券大致向好,預料大市早段跟隨外圍高開。內地股市繼續上升,市場氣氛更為樂觀,滬綜指高開高走,收市上升0.6%,滬深兩市成交額亦略為增加至4,694億元人民幣。
港股表現向好,主要受中美達成首階段貿易協議消息帶動,恆指衝破250天線水平,成交亦大為增加,資金持續流入中資股。市場追落後情況持續,大市有機會進一步上試27,800點阻力,下方支持在27,000點水平。
另中國抗體製藥(03681.HK)集團為一家專門研究、發展、製造及商業化免疫性疾病療法的香港生物製藥公司,主要研製的產品為以單克隆抗體為基礎的生物藥。目前集團共有六種在研藥物,主要專注在免疫性疾病上。集團自主研發的SM03為集團的旗艦產品,當中用於治療類風濕關節炎的SM03現於中國已處於III期臨床試驗階段,料可成為集團首個可商品化的藥物。
此外,集團亦已完成SM03就治療非霍奇金氏淋巴瘤及系統性紅斑狼瘡的I期臨床試驗,並擬在明年中國開展針對系統性紅斑狼瘡的II期臨床試驗。公司引入雲南白藥為基石投資者,認購5,000萬美元。中國抗體擁有完備的全產業鏈平台,涵蓋研發、臨床試驗、生產等創新藥物開發全過程。公司未來將與雲南白藥更廣泛的深度合作,從靶點識別、分子篩選、臨床研究、生產到商業化的完整產業流程,將能夠自主建立創新藥平台。治療類風濕關節炎的SM03有望較快推出市場,預料有助業績快速獲得體現。
(筆者為證監會持牌人,沒持有上述股份)~
阿思達克財經新聞
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