港股異動丨藥明生物(2269.HK)大跌超8% 新冠口服特效藥或對其收入預期產生負面影響
格隆匯11月8日丨藥明生物(2269.HK)低開低走,現大跌超8%,報93.45港元創逾七個月新低,成交額34億港元暫列所有港股中第二位,最新總市值3967億港元。11月5日,輝瑞公佈新冠口服藥物降低患者89%死亡風險,效果有望優於默沙東口服新冠特效藥。新冠特效藥短期內會間接衝擊到藥明生物收入預期,該公司涉及新冠的項目20個,其中新冠疫苗生產合同超1億美元,2021年設計約30億元收入,2022年約20億元。資金面,上週南下資金連續5日淨賣出藥明生物,共計近20億港元。
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