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利好 | 有望被納入港股通,藥品進度迎利好,生物醫藥板塊普升

uSMART友信智投8月17日消息,生物醫藥B類股領升,康希諾生物大升超15%,康方生物升超4%,複宏漢霖、啟明醫療、亞盛醫藥紛紛升超2%。

消息面上,生物醫藥股今日迎來多重利好。

在藥品進度上,據國家智慧財產權局消息,由軍科院軍事醫學研究院陳薇院士團隊及康希諾生物聯合申報的新冠疫苗專利申請已被授予專利權,這是我國首個新冠疫苗專利。該專利於今年 3 月 18 日申請,8 月 11 日授權。

8 月14 日,複宏漢霖公告HLX02 注射用曲妥珠單抗(商品名:漢曲優)的上市註冊申請獲國家藥品監督管理局批准,用於治療:1)HER2 陽性的早期乳腺癌;2)HER2 陽性的轉移性乳腺癌;3)HER2 陽性的轉移性胃腺癌或胃食管交界處腺癌,即原研曲妥珠單抗在中國已獲批的所有適應症。公司HLX02 研發進度國內領先,獲批成為國內首個上市的曲妥珠單抗生物類似藥

中泰證券研報顯示,複巨集漢霖有2 年左右的進度優勢,有望依靠巨大的進度優勢搶佔50%以上的市場份額。2020 年起創新進入收穫期,收入和在研管線有望雙收穫,維持“買入”評級。

此外,多隻生物醫藥股被納入恒生綜合指數,意味著有極大可能被納入港股通。根據恒生指數公司,啟明醫療、康希諾生物、亞盛醫藥、康方生物、康寧傑瑞製藥、諾誠健華、沛嘉醫療紛紛被納入恒生綜合指數,將於9月7日正式生效。

 

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