10日飆漲110%,遊資、量化激烈博弈,廣生堂突發公告
今日,廣生堂大漲16.55%,最新報74.87元/股,總市值爲119.2億元。
政策持續支持創新藥、乙肝治療藥重大進展雙重利好下,廣生堂的股價近10個交易日飆漲110%。
拉長時間來看,去年7月股價觸底反彈以來,廣生堂的股價已經累計漲超422%,從最低的14.16元/股漲至最高的77.09元/股。

股價狂飆後,遊資、量化紛紛入局,廣生堂今日上榜龍虎榜。
其中,涪陵廣場路單日淨買入1.5億元,深股通超1億資金做T,章盟主淨買入3057.32萬元。
湖里大道淨賣出3380.74萬元,量化基金淨賣出2177.68萬元,1機構淨賣出758.76萬元。

乙肝藥重大進展
近期,廣生堂的乙肝治療藥物引起資本市場廣泛關注。
此前7月10日,廣生堂公告,乙肝治療一類創新藥GST-HG1311被國家藥品監督管理局藥品審評中心納入突破性治療品種名單,原因爲“經加快上市申請專家論證會議定,本品爲新機制治療藥物,現有數據提示具有明顯臨牀優勢”,。
據廣生堂介紹,GST-HG131是一種口服小分子HBsAg抑制劑,能夠顯著抑制乙肝HBsAg的表達,從而發揮抗病毒作用。
全球範圍內尚無同類產品上市,廣生堂擁有GST-HG131化合物的全球自主知識產權。
不過,今日盤後,廣生堂發佈股票交易嚴重異常波動公告。

在最新公告中,廣生堂表示,上述藥物被納入突破性治療品種名單,並不代表能獲批上市,短期內也不會對公司業績產生重大影響。
此外,廣生堂的另一款乙肝治療藥物GST-HG141去年12月被納入突破性治療品種名單,目前III期臨牀試驗已啓動。
業績連續虧損
乙肝藥巨大的潛力卻難解廣生堂當下業績持續虧損的困境。
2021年-2024年,廣生堂分別實現歸母淨利潤-3488.66萬元、-1.27億元、-3.48億元、-1.56億元,同比-335.33%、-265.19%、-173.61%、55.16%。
今年一季度,廣生堂繼續虧損2848.89萬元,同比下滑94.56%。

此外,股價大漲之後,廣生堂目前的估值並不便宜。
截至7月15日,廣生堂的最新市淨率爲30.85,其所屬的“醫藥製造業(C27)”最新市淨率爲2.92,兩者之間存在較大差異。
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