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港A兩地CRO概念股集體走強 美迪西創歷史新高
格隆匯8月24日丨港A兩地CRO概念股集體走強:康龍化成A股漲超8%,H股漲超6%;美迪西一度漲近10%創歷史新高;藥明康德A股漲超6%,H股漲超5%;昭衍新藥A股漲超6%,H股漲超4%;泰格醫藥A股漲超5%,H股漲超3%;藥石科技漲超5%,成都先導漲超3%。機構稱,DEL兼具高通量和高效率的優勢,有望成為苗頭化合物篩選的普遍方法。除高通量和高效率優勢外,DEL是基於親和力的高通量篩選,因此是PROTAC(蛋白降解劑)開發的理想篩選方法,預計今年底前將有至少15款PROTAC藥物進入臨牀階段,目前PROTAC處於快速成長期,基於DEL的PROTAC藥物篩選是PROTAC發展的一種趨勢,目前公開報道的DEL-PROTAC平台有成都先導、X-Chem和美迪西等。國內佈局領先企業有:成都先導(以DEL業務為核心打造藥物發現一體化平台)、藥明康德(DEL作為CRO/CDMO流量入口)、藥石科技(分子砌塊龍頭助力DEL發展)、美迪西(以DEL-PROTAC佈局PROTAC藥物發現和臨牀前CRO一站式業務)。


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