港股異動丨信達生物(1801.HK)漲5.68% 創新藥銷售放量 南下資金持續加倉
格隆匯12月17日丨創新藥公司信達生物(1801.HK)高開高走,現漲幅擴至5.68%,報67.9港元,總市值951億港元。據格隆匯APP數據顯示,南下資金持續加倉信達生物,最新持倉比例已經達到9.39%。麥格理髮表研報指,第五輪醫保談判正式於北京舉行,藥企及生物技術公司仍可能會在研發方面投入更多的資金來開發新產品,以減輕政策影響,首選信達生物(1801.HK),予“跑贏大市”評級及目標價76.01港元。去年,僅有信達生物一家的PD-1抗體藥物成功進入2019年醫保目錄,據公司發佈的公告顯示,於2020年第三季度,其信迪利單抗注射液(達伯舒®)有關銷售收入超過人民幣6億元。


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