次新異動 | 藥明巨諾盤中漲超10%,市值突破100億港元
uSMART盈立智投11月6日消息,次新股藥明巨諾股價連日強勢,繼昨日暴力拉昇20%後,今日早盤股價再度衝高,截至發稿,最高報27.6港元,漲幅10%,成交額1.7億港元,盤中市值突破100億港元。不計手續費,打新持有至今,一手賬面盈利最多1900港元。
同爲細胞免疫療法的永泰生物-B近日也不斷反彈,3日累計漲幅超過15%。
興證海外曾發佈研報稱,近年免疫療法在國內外接連取得突破,多款重磅產品先後上市,行業快速發展。細胞免疫療法作爲其中的一個分支,目前還處於發展初期,但部分產品已在癌症治療上取得了優異的治療效果,展現出極大的潛力。隨着未來幾年細胞免疫治療產品的不斷上市,行業將進入高速成長期。永泰生物深耕細胞免疫治療領域多年,在多個細分領域均有佈局,部分產品的研發進度亦國內領先,有望享受行業成長的紅利,建議積極關注。
興證報告指出,藥明巨諾由藥明康德和Juno合資成立,具備較強的研發實力,在細胞免疫療法尤其是CAR-T賽道上優勢突出,處於領先地位。免疫療法作爲腫瘤治療的革命性方法,有較強的市場發展潛力,前景廣闊。公司建立了由多款細胞免疫療法產品構成的研發管線,覆蓋血液腫瘤與實體瘤等多個適應症,佈局合理。Relma-cel作爲公司首推的明星產品,在臨牀數據方面已經顯示出一定優勢,且研發進展順利,進度國內領先。公司其他候選產品亦具備一定的市場潛力。
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