科伦博泰生物(06990.HK)今日盘中大涨5.62%,引起市场关注。
一方面,公司旗下的抗体药物偶联物(ADC)芦康沙妥珠单抗(sac-TMT)获国家药品监督管理局批准于中国上市,用于治疗乳腺癌、胃癌、妇科肿瘤等晚期实体瘤。随着新药上市,有望推动公司业绩持续增长,令市场对其长期前景更加看好。
另一方面,国金证券发布研报称,展望2025年,创新药和仿创药的赛道性机会以及部分细分领域中个股的景气度反转,都将带来机遇。科伦博泰生物正是该行获重点推荐的标的之一。分析人士预计随着政策利好以及需求复苏,医药板块将迎来反转。
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