3月28日盘中,港股创新药企诺诚健华(09969)股价大涨5.04%,延续了近期医药板块的强势表现。分析人士认为,这波涨势主要受到行业整体利好消息的推动。
近期,多家港股创新药企发布2024年财报,业绩普遍向好。信达生物(01801.HK)实现首次盈利,三生制药(01530.HK)净利润同比增长34.9%,中国生物制药(01177.HK)净利润同比增长33.5%。这些业绩亮眼的同行公司为整个创新药板块带来了积极影响,诺诚健华作为该板块的一员,也受益于这一趋势。
此外,即将于4月下旬举行的2025年美国癌症研究协会(AACR)年会也成为市场关注的焦点。多家创新药企将在会上公布最新的产品管线临床数据,这可能进一步刺激医药股的热度。分析师指出,相较于A股,港股创新药企目前估值较低,未来可能存在较大的上涨空间。随着创新药企进入商业化密集收获期,投资者对该板块的信心正在增强,这也解释了诺诚健华今日的股价表现。
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.