醫藥股全面爆發！君實生物漲超14%，這隻港股新股暴漲2倍
12月29日訊，港股醫藥股午後持續走高，截至發稿，醫學影像供應商GUANZE MEDICAL首日漲超240%，君實生物現漲超15%，凱萊英、諾誠健華-B漲超6%，康龍化成漲超5%。
臨牀數據顯示君實生物旗下VV116治療新冠效果不輸Paxlovid
針對中國COVID-19患者開展的最新III期臨牀研究成果顯示，相比PAXLOVID，公司旗下新冠藥物VV116組的臨牀恢復時間更短，安全性方面的顧慮更少。
北京時間12月29日，全球權威期刊《新英格蘭醫學雜誌》在線發表了君實生物旗下的口服核苷類抗新型冠狀病毒藥物VV116對比PAXLOVID用於伴有進展爲重度包括死亡高風險因素的輕至中度新型冠狀病毒感染（COVID-19）患者早期治療的III期臨牀研究（NCT05341609）成果。這是NEJM發表的首箇中國自主研發的新冠創新藥臨牀試驗。結果顯示，研究主要終點達到設計的非劣效終點，相比PAXLOVID，VV116組的臨牀恢復時間更短，安全性方面的顧慮更少。
諾誠健華-B旗下CD19單抗Tafasitamab在港獲批
12月28日，諾誠健華宣佈，Tafasitamab聯合來那度胺已獲中國香港衛生署批準，用於治療不適合自體幹細胞移植條件的復發/難治性瀰漫性大B細胞淋巴瘤（DLBCL）成人患者。這也是公司繼奧布替尼後第二款商業化產品。Tafasitamab是一款靶向CD19的Fc結構域優化的人源化單克隆抗體，已獲FDA以及EMA有條件批準與來那度胺聯合治療不適合自體幹細胞移植條件的復發/難治性DLBCL患者。2021年8月，諾誠健華和Incyte就Tafasitamab在大中華區的血液瘤和實體瘤開發和獨家商業化簽訂了合作和許可協議。
機構：2023年醫藥板塊整體預計比2022年更加積極樂觀
國信證券認爲，2023年醫藥板塊整體預計比2022年更加積極樂觀，投資主線仍堅持內外雙循環戰略，外循環佈局創新藥械，內循環佈局自主可控。國產高端醫療設備、高值耗材有望打破進口壟斷，IVD新技術、新產品層出不窮，國產新型疫苗有望加快上市，滿足本土醫療需求升級。上遊生命科學服務領域迎來國產化的黃金年代，生物製藥耗材、製藥裝備領域的國產化正快速進行，未來短期看自主可控、長期看橫向擴張。
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