港股異動丨開拓藥業-B(9939.HK)升超7% 股價創近1個月新高
格隆匯7月13日丨開拓藥業-B(9939.HK)高開高走,盤中高見4.11港元創6月21日以來近1個月新高;現升7.16%報4.04港元,最新市值18億港元。東方財富證券最新發研報指,前列腺癌藥物國內市場空間年複合增長率高於全球市場增速。隨着聯合用藥方案的推廣,PARP抑制劑有望憑藉有效的臨牀研究打開市場。建議關注在前列腺癌領域臨牀進展較快且具備全球臨牀研發能力的企業,如開拓藥業等。此外,中信證券指出,在2023上半年國內疫情管控措施放開後診療和服務逐步復甦,剛性需求恢復的大背景下,疊加醫保結餘創歷史新高以及整個生物醫藥產業鼓勵創新和國產自主可控的強政策,預計醫藥行業各板塊大部分將迎來強勢復甦和估值修復。西南證券亦指,展望下半年,醫藥仍有結構性機會;隨着國產新藥出海經驗的日積月累、研發質量的逐步提升,未來自主出海的成功率將越來越高。

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