You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》里昂:醫藥研發與生產合同外包(CXO)股份調整已過度 料藥明生物及泰格醫藥可受惠新措施
里昂發表的報告指,認為市場對內地藥品審評中心對臨床實驗設計及執行的新指引反應過度,而生產合同外包(CXO)股份昨日(6日)跌2%至10%,該行認為藥物開發標準提升將利好領先且較成熟,並可開發高質素創新藥的CXO,主要因為大型藥企或生物科技公司或會傾向外判複雜的藥物研發過程,而例子則包括藥明生物(02269.HK)及泰格醫藥(03347.HK)。

該行指出7月2日內地藥品審評中心發布《以臨床價值為導向的抗腫瘤藥物臨床研發指導原則》(徵求意見稿),建議抗腫瘤藥物的研發應聚焦於臨床需要及價值,而指引旨在為病人提供更好的治療選擇,而非選擇可靠性存不確定性的治療,冀改善臨床實驗的成功率。

該行指出新指引對研發要求有所提升,估計CXO企業將面對價值較低測試訂單減少,而專注於「Me-better」或一線藥的大型藥企或生物科技公司估計所受影響將較輕,因為這些企業主要開發較好的治療選擇,不過相關開發程序通常亦較困難。該行預計藥物開發標準提升將利好領先且較成熟的CXO,估計對於領先CXO來說外判訂單將增加,因為大型藥企或生物科技公司傾向將複雜的研發過程外判,而小型、能力較低的CXO估計將面對客戶訂單減少。(el/k) ~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account