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恆指倒跌 藥明生物(02269.HK)續挫近8%
阿思達克 03-08 10:17
恆指繼上周五由曾續挫2.5%,收窄僅續吐0.5%後,今早跟隨美股及亞太區股市高開264點或0.9%報29,362,最高見29,386無以為繼,最低見29,016,現造29,038,倒跌59點,成交額670億元。

藍籌股以藥明生物(02269.HK)表現最差,瑞信上周四指藥明生物或因Vir研發新冠中和抗體臨床三期失敗導致股價波動,該股三連跌,今早續挫7.8%,報82.5元,為去年12月中旬以來最低,成交1,218萬股。

瑞信上周四給予藥明生物「跑贏大市」評級,目標價130元,預期公司會在業績會議上闡述良好的盈利情況、在手工作進展、發展新的mRNA研發與製造平台,與潛在CMO項目最新情況。不過,報告指,最近Vir研發新冠中和抗體(VIR-7831)臨床三期失敗,而公司與Vir有研究協議,消息或為藥明生物股價帶來波動,但該行料對公司實際收入影響有限;同樣近期Amicus研發AT-GAA失敗(潛在為藥明生物的第三期項目),涉及晚發型龐貝氏症之藥物,同樣應不會對公司收入潛力有顯著影響。該行又指,VIR-7831目前仍有其他試驗進行,而VIR-7832可作後備,但兩者均需要公司實驗工作。

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