智通财经APP获悉，金斯瑞生物科技(01548)一度跌超7%，截至发稿，跌6.34%，报10.94港元，成交额2.35亿港元。
消息面上，金斯瑞此前公布，传奇生物的财务业绩不再合并入公司财务报表，公司将其视为对联营公司的投资。交银国际指，会计处理变化在利润端带来正面一次性影响。解除合并传奇后，金斯瑞的经营层面利润将更准确地反映非细胞治疗业务情况。随着 2025-26 年非细胞业务收入增速复苏至 20%左右，扭亏为盈路径将进一步清晰。预计2024 年起金斯瑞将全面进入盈利区间。
值得注意的是，金斯瑞生物竞品公司科济药业近日宣布其亮眼的临床数据，其中CT0590疗法的安全性可控，并在部分患者中实现了深度和持久的缓解。受此影响，科济药业连续两日走高，累计涨幅超80%。据悉，今年上半年，金斯瑞生物仍亏损2.16亿美元，其中“细胞疗法板块”经调整经营亏损1.19亿美元。
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