You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
創新藥板塊終於反彈,港股創新藥ETF升超2%
格隆匯 05-31 11:26

今日,港股全線反彈,截止發稿,恒指、國指和恒生科技指數均升超1%,其中創新藥板塊表現亮眼,康方生物、聯康生物科技集團、天潤雲分別升28%、10%和8%。

ETF方面,港股創新藥主題ETF、恒生互聯網主題ETF霸屏升幅榜,匯添富基金港股通創新藥ETF、廣發基金港股通創新藥ETF、銀華基金港股創新藥ETF分別升2.6%、2.43%和2.36%。

消息面上,5月31日,康方生物宣佈,全球首創雙特異性抗體新藥依沃西單抗注射液(商品名:依達方®,PD-1/VEGF雙抗)單藥對比帕博利珠單抗一線治療PD-L1表達陽性(PD-L1 TPS≥1%)的局部晚期或轉移性非小細胞肺癌(NSCLC)的註冊性III期臨牀研究(HARMONi-2或AK112-303),由獨立數據監察委員會(IDMC)進行的預先設定的期中分析顯示強陽性結果:達到無進展生存期(PFS)的主要研究終點。

康方生物表示,依沃西有望改變肺癌領域的全球治療格局。受此影響,康方生物港股盤中一度升超50%,現升超28%。

5月24日,康方生物出現暴跌行情,有消息稱康方生物AK112,EGFR-TKi經治非小細胞肺癌中國III期臨牀數據不及預期。

對此,康方生物相關人士迴應,ASCO披露的AK112無進展生存期對應的HR達0.46,這是評估臨牀研究結果的核心數據,數據結果優異,不存在低於預期的説法,目前AK112-301的數據憑藉優異結果,已經被2024 ASCO大會接受為口頭報吿,按主辦方規劃將在6月1日向全球發表。

同日,康方生物公佈,國家藥品監督管理局(NMPA)已批准該公司自主研發的全球首創雙特異性抗體新藥依達方(依沃西注射液,PD-1/VEGF)的新藥上市申請,適應症為聯合化療用於治療經表皮生長因子受體(EGFR)酪氨酸激黴抑制劑(TKI)治療後進展的EGFR突變的局部晚期或轉移性非鱗狀非小細胞肺癌(nsq-NSCLC)。

從ETF上週的資金流向來看,資金有態度不一,廣發基金創新藥ETF淨流出0.33億元,但銀華基金創新藥ETF卻淨流入0.87億元,上週合計淨流入0.57億元到創新藥主題ETF

國信證券統計的數據顯示,整體來看,2023年創新藥板塊收入1467.2億元(+16.7%),歸母淨利潤-66.8億元(-75.9%);2024年Q1收入156.0億元(+30.8%)歸母淨利潤-13.9億元(-39.5%)。新上市/新進入醫保的創新藥產品銷售快速放量,疊加部分公司對外授權的收入推動板塊整體的營收大幅增長;同時各項費用率均有較大幅度的下降,創新藥公司的盈利能力明顯改善。

值得一提的是,2024年的ASCO年會將在5月底到6月初舉行,相關數據摘要將在5月下旬掛網發佈,國信證券強調,臨牀數據的讀出對於創新藥公司是重要的催化劑和里程碑事件,數據讀出對於驗證分子的成藥性、測算分子的市場空間以及出海潛力也越發關鍵。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account