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永泰生物-B

4.100

+0.1503.80%

成交量：14.70萬

成交額：59.02萬

市值：21.10億

市盈率：-10.62

高：4.100

開：3.940

低：3.900

收：3.950

資料載入中...

總覽公司新聞公告

阿斯利康(AZN.US)乳腺癌1類創新藥在中國獲批

【國家藥監局批准卡匹色替片上市】近日，國家藥品監督管理局批准AstraZeneca UK Limited申報的1類創新藥卡匹色替片（商品名：荃科得（TRUQAP）），該藥適用於聯合氟維司羣用於轉移性階段至少接受過一種內分泌治療後疾病進展，或在輔助治療期間或完成輔助治療後12個月內復發的激素受體（HR）陽性、人表皮生長因子受體2（HER2）陰性且伴有一種或多種PIK3CA/AKT1/PTEN改變的局部晚期或轉移性乳腺癌成人患者。該藥品上市為患者提供了新的治療選擇。

武漢人福創新藥物研發中心有限公司藥品申請臨牀試驗默示許可獲受理

迪哲醫藥18億定增落地，多家機構搶籌入局

华尔街见闻

恒生醫療指數ETF飄紅，一脈陽光漲超12%，機構：持續看好A股、港股創新藥企出海進程

21世纪经济报道

復宏漢霖（02696）CEO朱儁：挖掘出創新藥“未被滿足的需求”，經濟效益將自顯

國金證券：以BD出海關税風險小看好創新藥國際化進程

中證創新藥產業指數下跌0.73%，前十大權重包含復星醫藥等

港股異動 | 同源康醫藥-B(02410)尾盤漲超6% TY-9591入選ASCO本土創新藥企實現技術突破

智通财经网

【華泰證券：AI醫療產業趨勢正在加速】華泰證券研報表示，4月10日，美國FDA宣佈將通過一系列方法減少、改進或取代在單克隆抗體療法及其他藥物的研發中動物試驗要求，包括基於AI的毒性計算模型、在實驗室環境中進行的細胞系和類器官毒性測試。2025年計劃啓動試點項目，允許部分藥企在FDA監督下完全跳過動物實驗，全面政策更新預計2026年完成。FDA此項政策將進一步推動AI在新藥研發中的覆蓋，從化學合成環節加速走向臨牀前及臨牀試驗等生物環節，推動創新藥企業加大AI藥物發現平臺投入。再次強調2025年“AI+醫療”將迎來跨越式發展，應重視相關投資機會。

百誠醫藥：公司已獲得1個1類創新藥 10個2類創新藥的臨牀試驗批准

【研報掘金丨中銀證券：恆瑞醫藥全年業績快速增長，維持“買入”評級】中銀證券研報指出，恆瑞醫藥(600276.SH)24年歸屬上市公司股東的淨利潤為63.37億元，同比增長47.28%，公司保持穩健增長，看好公司的龍頭地位以及創新平台的管線價值，維持“買入”評級。公司全年業績快速增長，主要一方面，集採對公司仿製藥的影響已經逐步消除，公司創新藥開始快速放量；另一方面，公司海外BD也逐步進入收穫期，2024年，公司收到Merck Healthcare 1.6億歐元對外許可首付款以及 KaileraTherapeutics 1.0億美元對外許可首付款等許可合作對價，進一步給公司帶來業績彈性。分季度來看，Q4單季度實現營業收入77.95億元，同比增長34.26%，歸母淨利潤為17.17億元，同比增長107.20%；扣非歸母淨利潤15.62億元，同比增長99.94%，四季度保持快速增長。

機構看好港股創新藥成長空間，港股創新藥ETF上演V型反彈

恒生醫療指數ETF溢價交易，方舟健客漲超23%，機構：創新藥仍將是醫藥板塊成長主線

21世纪经济报道

國金證券：創新藥將是醫藥板塊成長主線一季報後帶來左側板塊個股投資機會

【映恩生物高開超90% 昨日暗盤迎來大漲】截至發稿，映恩生物(09606.HK)漲91.33%。消息方面，該公司在昨日的暗盤大漲87.1%。根據公開資料，映恩生物是一家專注於新一代抗體偶聯藥物研發的創新生物製藥企業，致力於爲癌症和自身免疫性疾病等患者研發新一代ADC創新藥物。

新股首日 | 映恩生物-B(09606)首掛上市早盤高開91.33% 公司為ADC創新藥物研發商

大漲超5%，創新藥相關ETF能上車嗎？

一品紅：AR882目前尚未實現上市銷售未產生銷售收入

【一品紅：AR882目前尚未實現上市銷售未產生銷售收入】一品紅(300723.SZ)發佈異動，公司合作在研創新藥AR882尚需在國內外開展Ⅲ期臨牀研究並經藥品審評部門審批通過後，方可上市銷售，能否通過監管部門的最終批准、獲批上市及上市時間具有不確定性。AR882目前尚未實現上市銷售，未產生銷售收入，對公司近期業績不會產生重大影響。敬請廣大投資者理性投資，注意風險。

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10:20","pubTimestamp":1744856411,"startTime":"0","endTime":"0","summary":"4月17日，港股早盘开盘后快速拉升，截至发稿，恒生指数、恒生科技指数均涨超1%。热门ETF中，恒生医疗指数ETF早盘震荡走强，截至发稿涨0.88%。恒生医疗指数ETF标的指数为恒生医疗保健指数，该指数旨在反映恒生综合指数里主要经营医疗保健业务成分股公司的表现。国金证券研报称，美国潜在关税威胁对我国创新药影响小。总体来说，在药品各细分领域中，我们预期关税波动对创新药赛道影响较小，持续看好A股、港股创新药企出海进程。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250417102602a45bdb9c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:18","pubTimestamp":1744856295,"startTime":"0","endTime":"0","summary":"对于双面优势，在4月15日举办的以“聚·创”为主题的复宏汉霖2025年全球研发日上，其执行董事兼首席执行官朱俊明确表示，管线价值的多维扩展核心在于挖掘“未被满足的需求”，一旦这些需求被发现，经济效益将自然而然地显现。得益于因地制宜的国际化打发，截至目前，复宏汉霖实现与全球100多个市场建立了授权合作网络，其中包括上述的4款产品，它们已经覆盖了50多个国家。天风、招银证券在最新研报中给予复宏汉霖“买入”评级。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1279913.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1574","159992","06978","02696","BK1161"],"gpt_icon":0},{"id":"2528910781","title":"國金證券：以BD出海關税風險小 看好創新藥國際化進程","url":"https://stock-news.laohu8.com/highlight/detail?id=2528910781","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2528910781?lang=zh_tw&edition=fundamental","pubTime":"2025-04-17 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20:39","pubTimestamp":1744807147,"startTime":"0","endTime":"0","summary":"金融界4月16日消息，A股三大指数收盘涨跌不一，中证创新药产业指数 下跌0.73%，报1625.57点，成交额159.95亿元。数据统计显示，中证创新药产业指数近一个月下跌1.21%，近三个月上涨7.49%，年至今上涨3.17%。据了解，中证创新药产业指数从主营业务涉及创新药研发的上市公司证券中，选取不超过50只最具代表性上市公司证券作为指数样本，以反映创新药产业上市公司证券的整体表现。从中证创新药产业指数持仓样本的行业来看，医药卫生占比100.00%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/04/16203949599985.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1161","BK0196","BK0012","02196","BK1574","BK1515","159992","BK0188","BK0060","06978","BK0028","BK1191","BK0183","BK0239","BK0175","600196","BK0187","BK0096","BK1593"],"gpt_icon":0},{"id":"2527325671","title":"港股異動 | 同源康醫藥-B(02410)尾盤漲超6% TY-9591入選ASCO本土創新藥企實現技術突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2527325671","media":"智通财经网","labels":["productRelease","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527325671?lang=zh_tw&edition=fundamental","pubTime":"2025-04-16 15:20","pubTimestamp":1744788000,"startTime":"0","endTime":"0","summary":"同源康医药-B尾盘涨超6%，截至发稿，涨5.54%，报57.6港元，成交额4703.9万港元。消息面上，2025年美国临床肿瘤学会年会将于2025年5月30日至6月3日于美国芝加哥举行。同源康医药核心产品TY-9591的最新研究成果也入选2025年美国临床肿瘤学会大会报告。这是TY-9591首次亮相ASCO大会，并荣获口头报告。由于出色的关键II期临床试验结果，TY-9591有望成为全球第一个获批脑转移适应症的三代EGFR抑制剂。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-04-16/doc-inetiwey0209077.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease,movement","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1515","06978","159992","09939","BK1574","TY","BK1161","02410","159938"],"gpt_icon":0},{"id":"2527771164","title":"【華泰證券：AI醫療產業趨勢正在加速】華泰證券研報表示，4月10日，美國FDA宣佈將通過一系列方法減少、改進或取代在單克隆抗體療法及其他藥物的研發中動物試驗要求，包括基於AI的毒性計算模型、在實驗室環境中進行的細胞系和類器官毒性測試。2025年計劃啓動試點項目，允許部分藥企在FDA監督下完全跳過動物實驗，全面政策更新預計2026年完成。FDA此項政策將進一步推動AI在新藥研發中的覆蓋，從化學合成環節加速走向臨牀前及臨牀試驗等生物環節，推動創新藥企業加大AI藥物發現平臺投入。再次強調2025年“AI+醫療”將迎來跨越式發展，應重視相關投資機會。","url":"https://stock-news.laohu8.com/highlight/detail?id=2527771164","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527771164?lang=zh_tw&edition=fundamental","pubTime":"2025-04-16 07:54","pubTimestamp":1744761297,"startTime":"0","endTime":"0","summary":"华泰证券研报表示，4月10日，美国FDA宣布将通过一系列方法减少、改进或取代在单克隆抗体疗法及其他药物的研发中动物试验要求，包括基于AI的毒性计算模型、在实验室环境中进行的细胞系和类器官毒性测试。2025年计划启动试点项目，允许部分药企在FDA监督下完全跳过动物实验，全面政策更新预计2026年完成。FDA此项政策将进一步推动AI在新药研发中的覆盖，从化学合成环节加速走向临床前及临床试验等生物环节，推动创新药企业加大AI药物发现平台投入。再次强调2025年“AI+医疗”将迎来跨越式发展，应重视相关投资机会。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/16075449566099.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1564","LU1934453819.USD","LU1064131003.USD","BK1141","BK0276","LU1328615791.USD","LU1979443071.USD","LU1781817850.SGD","BK1583","06886","159891","BK1576","159992","LU2148510915.USD","06978","BK0028","03347","BK1147","601688","BK1161","LU1064130708.USD","LU1580142542.USD","BK0183","BK0012","BK0188","BK1574"],"gpt_icon":0},{"id":"2527134564","title":"百誠醫藥：公司已獲得1個1類創新藥 10個2類創新藥的臨牀試驗批准","url":"https://stock-news.laohu8.com/highlight/detail?id=2527134564","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527134564?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 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1.0億美元對外許可首付款等許可合作對價，進一步給公司帶來業績彈性。分季度來看，Q4單季度實現營業收入77.95億元，同比增長34.26%，歸母淨利潤為17.17億元，同比增長107.20%；扣非歸母淨利潤15.62億元，同比增長99.94%，四季度保持快速增長。","url":"https://stock-news.laohu8.com/highlight/detail?id=2527434369","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527434369?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 13:52","pubTimestamp":1744696347,"startTime":"0","endTime":"0","summary":"中银证券研报指出，恒瑞医药24年归属上市公司股东的净利润为63.37亿元，同比增长47.28%，公司保持稳健增长，看好公司的龙头地位以及创新平台的管线价值，维持“买入”评级。分季度来看，Q4单季度实现营业收入77.95亿元，同比增长34.26%，归母净利润为17.17亿元，同比增长107.20%；扣非归母净利润15.62亿元，同比增长99.94%，四季度保持快速增长。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/04/15135249542494.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["159992","601696","06978","600276"],"gpt_icon":0},{"id":"2527481289","title":"機構看好港股創新藥成長空間，港股創新藥ETF上演V型反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=2527481289","media":"银柿财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527481289?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 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09:35","pubTimestamp":1744680911,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研报称，认为医药板块同时具备良好的抗风险能力和成长进攻能力，创新药板块实际地缘政治和关税风险很低，仍将是医药板块成长主线，继续看好港股和A股创新药公司成长空间。一季报后景气度反转和业绩改善也将带来连锁药房、器械、CXO、仿制药、中药、医疗服务等左侧板块的个股投资机会，建议加大投资。药品板块随着中国科技实力的全球认知提升，中国药企创新实力及其成长空间也开始被资本市场重新关注。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1278639.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0012","BK0028","BK1515","BK1574","BK0276","BK1161","BK0201","159992","06978","09939","600109","159938","BK0188","BK0183"],"gpt_icon":0},{"id":"2527628177","title":"【映恩生物高開超90% 昨日暗盤迎來大漲】截至發稿，映恩生物(09606.HK)漲91.33%。消息方面，該公司在昨日的暗盤大漲87.1%。根據公開資料，映恩生物是一家專注於新一代抗體偶聯藥物研發的創新生物製藥企業，致力於爲癌症和自身免疫性疾病等患者研發新一代ADC創新藥物。","url":"https://stock-news.laohu8.com/highlight/detail?id=2527628177","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2527628177?lang=zh_tw&edition=fundamental","pubTime":"2025-04-15 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