港股異動 | 金斯瑞生物漲5% 納米級分選磁珠上市 增強CGT行業龍頭地位
格隆匯10月12日丨金斯瑞生物(1548.HK)漲5.5%,報30.7港元,總市值645億港元。10月11日,金斯瑞生物科技CytoSinct 納米級T細胞分選磁珠上市。公司採用可降解生物的基質材料,製備出直徑100nm的納米級T細胞分選磁珠,有望助力國內細胞治療行業發展。中信建投發研報稱,公司攻克高難度T細胞分選磁珠,目錄產品再添動力。在CAR-T細胞治療的成本拆分中,分選磁珠的成本佔比達10-15%左右,價值含量較高。從細胞純度、回收率、細胞活率等指標看,該行認為公司產品優勢突出,有望快速實現對進口產品的替代。此外,公司產品配套齊全,滿足客户不同需求。伴隨CGT行業高速發展,公司多項業務受益,該行預計未來幾年業績有望實現高速增長。

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