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藥明生物(02269.HK)上調今年藥物開發業目標兼與BioNTech達成協議 股價曾升19%
藥明生物(02269.HK)連升第二天兼重越10天及20天線,該股今日(11日)高開15%報32.2元,早段曾升19.3%高見33.4元。現報31.05元,升10.89%,成交2,297.65萬股,涉資7.35億元。 公司公布,將於今日出席第42屆年度摩根大通醫療健康大會,會上將進行包含公司業務營運的若干資訊的簡報。簡報披露,公司的業務及財務狀況依然強勁,於去年新增132個項目,項目總數達到698個(其中包括9個III期及商業化「贏得分子」項目,以及24個CMO項目)。該等項目驗證客戶對公司的CMO能力及規模的信任及認可,CMO項目數的增加將進一步提升公司近期收益。透過「跟隨分子」策略以及提升建立多個技術平台以賦能多種技術的能力,公司有信心在今年繼續實現穩健增長,並對未來充滿信心。 公司透露新增項目數在去年第一季受生物技術融資放緩影響最大,自第二季以來已開始復甦。下半年強勁恢復,去年非新冠新增項目數達到歷史新高。北美貢獻約55%的新增項目,中國區新增項目數佔比大幅反彈至25%。藥物開發業務增長強勁,今年新增項目數目標由80提升至110個。至於愛爾蘭基地產能爬坡好於預期,估計將於今年實現盈虧平衡,比原計劃提前一年;今年起將有大量商業化生產需求,明年產能接近滿產。 此外,公司商業化項目未來將貢獻更多收入,7個項目每年有望貢獻超過2億美元的商業化生產收入;10個項目每年有望貢獻1億至2億美元的商業化生產收入;8個項目每年有望貢獻5,000萬至1億美元的商業化生產收入。以上項目的CMO收入預計超過20億美元。 公司另宣布,旗下生物新藥研發服務部(CRDMO中的R—研究服務)與BioNTech(BNTX.US)達成一項研究服務協議,以為BioNTech開發針對兩個未披露靶點抗體,用於研發新一代候選藥物。藥明生物將獲得2,000萬美元首付款,並有資格獲得研究、開發、註冊和商業化里程碑付款以及分級銷售提成。 藥明康德(02359.HK)連升第三天兼重越10天及20天線,今早股價高開5.5%報78.1元,升幅曾擴至9.3%高見80.95元遇壓,現報76.3元,續升3%,成交已達1,728萬股。藥明合聯(02268.HK)重越10天及20天線,最高見32.25元,現報31.85元,續升6.7%。(jl-sz/u)~
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