| AZN 阿斯利康 | | | | --- | --- | --- | | 94,510 + +0.880 +0.94% | | 收盘价 01/13 16:00 美东 | | 96.1701 1.660 +1.76% | | 盘前价 01/14 04:05 美东 | | 三 24 S m Q 目 ♥ 自选 | | ● 快捷交易 | | 最高价 94.535 | 开盘价 94.140 | 成交量 803.72万 | | 最低价 92.780 | 昨收价 93.630 | 成交额 7.54亿 | | 平均价 93.782 | 市空率 TM 31.40 | 总市值 2930.35亿(11) | | 振 幅 1.87% | 市盈率(静) 42.00 | 总股本 31.01亿 | | 换手率 0.26% | 市净率 6.385 | 流通值 2915.52亿 | | 52周最高 96.510 | 委 比 14.29% | 流通股 30.85亿 | | 52周最低 60.817 | 量 比 1.13 | 色 主 1股 | | 历史最高 96.510 | 股息TTM 1.565 | | | 历史最低 5.262 | 股息率 ...

赛沃替尼是一种强效、高选择性的口服MET TKI，由阿斯利康与和黄医药共同开发，并由阿斯利康商 业化。奥希替尼是一种不可逆的第三代EGFR TKI 。基于SACHI研究的数据，赛沃替尼和奥希替尼的联 合疗法已于2025年6月在中国获批。 和黄医药(00013)发布公告，公司今日宣布SACHI III期研究的结果于《柳叶刀 (The Lancet)》发表。 SACHI是一项赛沃替尼(savolitinib ，沃瑞沙 /ORPATHYS )和奥希替尼(osimertinib ，泰瑞沙 /TAGRISSO )的联合疗法用于治疗伴有MET扩增的接受一线表皮生长因子受体(EGFR)酪氨酸激酶抑制剂(TKI)治疗后 疾病进展的EGFR突变阳性局部晚期或转移性非小细胞肺癌患者的III期研究。 SACHI研究的联合主要研究者 、上海交通大学医学院附属胸科医院上海肺癌中心主任陆舜教授表 示："已于 《柳叶刀》发表的SACHI研究数据提供了强有力的证据，证实赛沃替尼和奥希替尼的联合疗 法可显着改善伴MET扩增的EGFR突变非小细胞肺癌患者的治疗结果。这些结果突显了该联合疗法在应 对MET扩增这一关键的耐药机制方面的能力，为这些充 ...

PresentationRichard VosserJPMorgan Chase & Co, Research Division Welcome to the second day at the JPMorgan Healthcare Conference. I'm Richard Vosser, European pharma analyst with JPMorgan. It's my great pleasure to introduce AstraZeneca for you today. From AstraZeneca, we have Aradhana Sarin. Sorry, Aradhana. I'll get there in the end. And who's the CFO of AstraZeneca. And we also have Dave Fredrickson, EVP of Oncology, who's going to be here for the Q&A. Just before I hand over to Aradhana, just a few hou ...

AstraZeneca has agreed to buy Boston-based Modella AI, the companies said on Tuesday, as the drug industry increases its use of artificial intelligence to accelerate the discovery of new drugs. ...

BOSTON--(BUSINESS WIRE)-- #AstraZeneca--Modella AI Announces Acquisition by AstraZeneca to Advance AI-Driven Oncology R&D at Global Scale. ...

Key Takeaways WMT will join the Nasdaq-100 on Jan. 20, replacing AZN as part of the index's routine rebalancing.WMT stock gained 4.7% over three sessions as investors reacted to the index news, while AZN shares declined.Walmart's Nasdaq listing shift ends a 50-year NYSE run and reflects its push into the tech segment.Walmart Inc. (WMT) , the world’s largest retailer, is set to hit a significant milestone by joining the Nasdaq-100 index on Jan. 20, 2026, highlighting its evolution from a traditional brick-an ...

请务必阅读正文之后的免责条款部分 ASH 2025：关注 MM、CLL 等研发进展 本报告导读： ASH2025 释放多组数据，我们看好 MM 上双抗及三抗的研发进展，看好 TCE 单药及 联用方案在 MM（包括 EMD 人群）上的研发潜力。 投资要点： 行 业 专 题 研 究 证 券 研 究 报 告 股 票 研 究 股票研究 /[Table_Date] 2026.01.12 [table_Authors] 2026-01-13 [Table_Summary] 事件。2025 年第 67 届美国血液学会(ASH)年会于 2025 年 12 月 6-9 日在美国奥兰多举行，会议由美国血液学会(ASH)主办。美国血液学 年会(ASH 年会)是全球血液学领域最大最全面的涵盖恶性与非恶性 血液病学的国际盛会。 多发性骨髓瘤：BCMA/CD3+dara 联用于 2LMM 疗效优异。Tec-Dara 联合治疗组和对照组 DPd/DVd 的中位 OS 均为达到 Tec-Dara 的 36 个 月的 OS 率达到 83.3%，对照标准治疗组为 65.0%，HR 值为 0.46。 Tec-Dara 联合治疗组将 DPd/DVd ...

每经AI快讯，1月12日，零售巨头沃尔玛股价盘前上涨2.6%，因该公司将于1月20日取代阿斯利康进入 纳斯达克100指数。 ...

沃尔玛将于1月20日取代阿斯利康纳入纳斯达克100指数，盘前股价上涨2.6%。 来源：滚动播报 ...

Investment Rating - The report maintains a positive outlook on the pharmaceutical industry, indicating a "Buy" rating based on recent market performance and emerging opportunities in innovative drug development [2][3]. Core Insights - The pharmaceutical sector saw a significant increase, with the Shenwan Pharmaceutical and Biological Index rising by 7.8%, outperforming the Shanghai Composite Index, which increased by 3.82% [2][3]. - The report highlights the ongoing commercialization of innovative drugs, including the oral GLP-1 medication Wegovy by Novo Nordisk, and the successful clinical trials of various RNAi therapies [11][13][18]. - The establishment of a comprehensive long-term care insurance system in China is expected to enhance the healthcare landscape, potentially benefiting the pharmaceutical sector [11][12]. Market Performance - The Shenwan Pharmaceutical and Biological Index ranked 6th among 31 Shenwan first-level sub-industries, with various sub-sectors showing positive growth, such as medical devices (+10.8%) and medical research outsourcing (+11.1%) [2][5]. - The overall valuation of the pharmaceutical sector stands at 30.6 times earnings, ranking 10th among 31 Shenwan first-level industries [5][10]. Recent Key Events - The report notes the successful approval and commercialization of several new drugs, including BeiGene's BCL-2 inhibitor and Sanofi's APOC3 siRNA drug, which address significant medical needs [20][22]. - Collaborations in drug development are highlighted, such as the $8.88 billion partnership between Insilico Medicine and Servier focusing on oncology [21]. - The report emphasizes the potential of the brain-computer interface industry, with companies like Mindray Medical and Lepu Medical making strides in this area [24]. Investment Opportunities - The report suggests focusing on domestic innovative drug companies and CROs, particularly those involved in the development of small nucleic acid drugs and brain-computer interface technologies [2][11]. - Specific companies to watch include Tigermed, WuXi AppTec, and Innovent Biologics, which are positioned to benefit from the recovery of the innovative drug sector [2][11].