恒指倒跌 药明生物(02269.HK)续挫近8%
恒指继上周五由曾续挫2.5%,收窄仅续吐0.5%後,今早跟随美股及亚太区股市高开264点或0.9%报29,362,最高见29,386无以为继,最低见29,016,现造29,038,倒跌59点,成交额670亿元。
蓝筹股以药明生物(02269.HK)表现最差,瑞信上周四指药明生物或因Vir研发新冠中和抗体临床三期失败导致股价波动,该股三连跌,今早续挫7.8%,报82.5元,为去年12月中旬以来最低,成交1,218万股。
瑞信上周四给予药明生物「跑赢大市」评级,目标价130元,预期公司会在业绩会议上阐述良好的盈利情况、在手工作进展、发展新的mRNA研发与制造平台,与潜在CMO项目最新情况。不过,报告指,最近Vir研发新冠中和抗体(VIR-7831)临床三期失败,而公司与Vir有研究协议,消息或为药明生物股价带来波动,但该行料对公司实际收入影响有限;同样近期Amicus研发AT-GAA失败(潜在为药明生物的第三期项目),涉及晚发型庞贝氏症之药物,同样应不会对公司收入潜力有显着影响。该行又指,VIR-7831目前仍有其他试验进行,而VIR-7832可作後备,但两者均需要公司实验工作。
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