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業內人士:醫藥股市場底層邏輯不變 繼續看好具有自主研發和高度商業化價值的企業
格隆匯 08-20 16:10
格隆匯8月20日丨今日,恆瑞醫藥股價跌停,帶動港股通18A醫藥股普遍走低。有投資人指出,雖然市場震盪,但醫藥股市場邏輯不變,反而是未來具有自主研發和快速商業化能力的企業能厚積薄發,引領市場。另外,近日有消息稱PD-1自費患者年費用降已降價至近2萬元。在未來,只有真正具備研發實力的、並且具有差異化市場定位的公司,才能站穩腳跟並長遠發展。 隔夜美股再生元逆市上揚,漲幅3%,市值再次回到700億美金。主要由於再生元上週抗體藥物出貨量環比增長9倍,且目前美國過去兩週因患新冠而住院人數增加了約70%。美國各地的新冠患者數量激增已導致住院和死亡人數飆升,對抗體的需求持續上升。 在國內市場,騰盛博藥(2137.HK)“雞尾酒”組合BRII-196和BRII-198是目前國內研發進展最快的新冠中和抗體藥,近期完成美國ACTIV-2試驗臨牀三期受試者入組。該試驗是美國國立衞生研究院(NIH)支持的大規模試驗,是目前在美國的唯一一箇中國公司在進展中的大規模三期試驗。若產品後續數據積極,將有可能被授予EUA(緊急使用權)。公司將於下週五(8月27日)舉行上半年中期業績電話會,期待管理層講解關於未來在中國和全球的政府採購和商業化進展。
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