港股概念追踪 | 首个国产新冠中和抗体药物商业放行新冠治疗仍是全年确定性机会(附概念股)-To The Moon - Tiger Brokers Online Investing Community

港股概念追踪 | 首个国产新冠中和抗体药物商业放行新冠治疗仍是全年确定性机会(附概念股)

智通财经2022-07-07

智通财经APP获悉，7月7日，腾盛博药-B(02137)及其旗下控股公司腾盛华创宣布，其长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法在中国商业化上市。7月7日，首批抗体药物实现商业放行，标志着这一联合疗法正式开启商业化的重要里程碑。受此消息影响，今日港股腾盛博药-B(02137)最高涨30.24%。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Tigger7777
·2022-07-08
：-）
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2249526256?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2022-07-07 11:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2249526256","market":"hk","top_or_hot":-1,"title":"港股概念追踪 | 首个国产新冠中和抗体药物商业放行 新冠治疗仍是全年确定性机会(附概念股)","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，7月7日，腾盛博药-B(02137)及其旗下控股公司腾盛华创宣布，其长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法在中国商业化上市。7月7日，首批抗体药物实现商业放行，标志着这一联合疗法正式开启商业化的重要里程碑。受此消息影响，今日港股腾盛博药-B(02137)最高涨30.24%。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/751165.html\">Source Link</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股概念追踪 | 首个国产新冠中和抗体药物商业放行 新冠治疗仍是全年确定性机会(附概念股)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股概念追踪 | 首个国产新冠中和抗体药物商业放行 新冠治疗仍是全年确定性机会(附概念股)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/751165.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，7月7日，腾盛博药-B(02137)及其旗下控股公司腾盛华创宣布，其长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法在中国商业化上市。7月7日，首批抗体药物实现商业放行，标志着这一联合疗法正式开启商业化的重要里程碑。受此消息影响，今日港股腾盛博药-B(02137)最高涨30.24%。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/751165.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01099","symbol_name":"国药控股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/751165.html","article_id":"2249526256","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2249526256","pubTimestamp":1657164316,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"7月7日，首批抗体药物实现商业放行，标志着这一联合疗法正式开启商业化的重要里程碑。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的预期，短期来看，新冠治疗仍然是贯彻全年的确定性机会。这是首个国产新冠中和抗体联合疗法药物获批。首期规划中可生产抗新冠口服药物原料药年产100吨，供应至少2000万人份抗新冠口服药物。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01099":"国药控股","BK4551":"寇图资本持仓","01877":"君实生物","BK1161":"生物科技","BK1191":"制药","06978":"永泰生物-B","BNTX":"BioNTech SE","01672":"歌礼制药-B","BK4548":"巴美列捷福持仓","BK1141":"生命科学工具和服务","BK1576":"医药外包概念","03347":"泰格医药","02096":"先声药业","BK1515":"抗疫概念","BK1500":"做空集合股","BK1574":"生物医药B类股","BK4139":"生物科技","02137":"腾盛博药-B","BK1583":"高瓴概念","BK1197":"保健护理产品经销商","BK4535":"淡马锡持仓","BK4568":"美国抗疫概念","BK1587":"次新股"},"translate_title":"Hong Kong stock concept tracking the first domestic COVID-19 neutralizing antibody drug commercial release COVID-19 treatment is still a definite opportunity for the whole year (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"837092":1,"837212":1,"837242":1,"837344":1,"01099":1,"IND":1,"01672":0.9,"03347":0.9,"01877":0.9,"02096":0.9,"06978":0.9,"02137":0.9,"BNTX":0.84},"content_text":"智通财经APP获悉，7月7日，腾盛博药-B(02137)及其旗下控股公司腾盛华创宣布，其长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法在中国商业化上市。7月7日，首批抗体药物实现商业放行，标志着这一联合疗法正式开启商业化的重要里程碑。受此消息影响，今日港股腾盛博药-B(02137)最高涨30.24%。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的预期，短期来看，新冠治疗仍然是贯彻全年的确定性机会。安巴韦单抗和罗米司韦单抗是腾盛博药与深圳市第三人民医院和清华大学合作从新型冠状病毒肺炎(COVID-19)康复期患者中获得的非竞争性新型严重急性呼吸系统综合症病毒2(SARS-CoV-2)单克隆中和抗体，特别应用了生物工程技术以降低抗体介导依赖性增强作用的风险，并延长血浆半衰期以获得更长久的治疗效果。2021年12月，安巴韦单抗和罗米司韦单抗联合疗法获国家药品监督管理局(NMPA)上市批准，用于治疗轻型和普通型且伴有进展为重型(包括住院或死亡)高风险因素的成人和青少年(12-17岁，体重≥40kg)新型冠状病毒感染(COVID-19)患者，其中青少年(12-17岁，体重≥40kg)适应证人群为附条件批准。这是首个国产新冠中和抗体联合疗法药物获批。根据美国国立卫生研究院(NIH)/美国国家过敏和传染病研究所(NIAID)支持的包括837例入组门诊患者的ACTIV-2研究三期临床试验最终结果显示，与安慰剂相比，长效安巴韦单抗和罗米司韦单抗联合疗法使临床进展高风险的新冠门诊患者住院和死亡风险降低80%，具有统计学显著性。今年3月，腾盛博药曾宣布，腾盛华创与国药控股(01099)达成战略合作，双方将共同推进公司长效新冠单克隆中和抗体安巴韦单抗/罗米司韦单抗联合疗法在中国的商业化进程，包括药品储备、渠道分销、区域准入、及其它创新业务合作。中航证券认为，近期新冠口服药研发进展和相关产业链供应的陆续披露，为新冠治疗产业链带来确定性较强的预期，支撑其成为今年以来的行业热点。医药行业估值处于历史底部位置，市场需求旺盛、高景气的医疗板块迎来长期布局的良机。短期来看，新冠治疗仍然是贯彻全年的确定性机会，建议关注君实生物-U等。长期来看，随着药品、耗材带量采购工作持续推进，安全边际高、创新能力强、产品管线丰富和竞争格局较好的企业有望在长周期持续受益，建议继续围绕创新药及创新药产业链、高端医疗器械、医疗消费终端和具备稀缺性和消费属性的医疗消费布局，同时挖掘估值相对较低的二线蓝筹。相关概念股：腾盛博药-B(02137)：公司及其旗下控股公司腾盛华创宣布，其长效新冠中和抗体安巴韦单抗和罗米司韦单抗联合疗法在中国商业化上市。君实生物(01877)：公司是一家创新驱动型生物制药公司，致力于创新药物的发现和开发，以及在全球范围内的临床研发及商业化。公司VV116对比辉瑞Paxlovid早期治疗轻中度COVID-19的三期临床试验达到主要研究终点，尚需在与监管部门沟通并获得同意后，递交VV116的新药上市申请。先声药业(02096)：公司持续强化药物商业化优势，拥有约4000人的销售团队，覆盖2700家三级医院和约17000家其他医院。6月8日，公司抗新冠药物生产基地建设项目正式开工，项目计划总投资16亿元，年产值预计超过20亿元。首期规划中可生产抗新冠口服药物原料药年产100吨，供应至少2000万人份抗新冠口服药物。歌礼制药-B(01672)：公司今日发布公告，已向美国食品药品监督管理局(FDA)递交COVID-19(新冠)口服候选药物聚合酶(RdRp)抑制剂ASC10的新药临床试验(IND)申请。ASC10是一款针对新型冠状病毒RdRp的新冠口服小分子候选药物。ASC10是抗病毒核苷类似物ASC10-A的口服双前药，ASC10-A对新型冠状病毒RdRp有强效抑制作用。在临床前研究中，ASC10-A表现出了对包括奥密克戎在内的多种新型冠状病毒变异株优异的体外抗病毒活性。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9073912384,"gmtCreate":1657262687348,"gmtModify":1676535982061,"author":{"id":"4093875996002050","authorId":"4093875996002050","name":"Tigger7777","avatar":"https://static.tigerbbs.com/a6bb18581a642d1483940251f14c228c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4093875996002050","idStr":"4093875996002050"},"htmlText":"：-）","listText":"：-）","text":"：-）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073912384","repostId":2249526256,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}