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中国药企点燃全球双抗市场,三生制药、康方生物涨超7%!T+0交易的恒生生物科技ETF(513280)涨超2%!
Sou Hu Cai Jing· 2025-05-21 03:48
今日(5.21)A股和H股创新药/生物科技板块延续涨势,可T+0交易的恒生生物科技ETF(513280)涨超2%,生物药ETF (159839)涨超1%。 消息面上,国产双抗再迎"天价"大单。三生国健、三生制药双双公告,与辉瑞就PD-1/VEGF双特异性抗体SSGJ-707订立协 议,辉瑞将获得该产品在全球(不包括中国内地)的权益。本次交易价格为12.5亿美元的首付款及最多48亿美元的潜在里程碑 付款,并收取两位数百分比的特许权使用费。此外,辉瑞还将认购三生制药价值1亿美元的普通股股份。创造了国内药企 License Out金额最高纪录! | ટસે | ા રસ્સ્રે | 300 = | 综合屏 F9 前复权 超级叠加 画线 工具 © 2 > | 恒年生物科技ETF ① | | 513280 | | --- | --- | --- | --- | --- | --- | --- | | 初科技ETF] | | 2025/05/21 收 0.922 幅 2.22%(0.020) 开 0.904 高 0.923 | 低0.897 均 | 0.922 | | +0.020 +2.22% | | | | 0.8 ...
中信建投证券:看好优质创新药公司,关注脑机接口等前沿技术
news flash· 2025-05-15 01:45
Core Viewpoint - The report from CITIC Securities expresses optimism about high-quality innovative pharmaceutical companies and emphasizes the importance of cutting-edge technologies such as brain-computer interfaces [1] Group 1: Industry Outlook - Global liquidity is expected to continue improving, which may benefit the pharmaceutical sector [1] - National policies are encouraging industrial innovation, creating a favorable environment for the growth of innovative drug companies [1] Group 2: Focus Areas - There is a strong recommendation to actively monitor advancements in frontier technologies, particularly in innovative drugs and pharmaceuticals, including bispecific and multi-specific antibodies [1] - The report highlights the significance of devices such as AI and brain-computer interfaces in the context of technological innovation [1]