异动解读｜劲方医药-B盘中下跌5.12%，竞品RAS抑制剂NDA获FDA受理引发竞争担忧

行情直击07-28

7月28日，劲方医药-B盘中下跌5.12%，报31.48港元，成交额751.94万港元。

消息面上，竞争对手Revolution Medicines的口服RAS抑制剂daraxonrasib的NDA已获FDA受理，基于其关键III期研究数据。劲方医药核心产品GFH375同为KRAS G12D抑制剂，竞品率先推进上市审评对公司管线的同类最佳定位构成压力。此外，机构股东Wellington Management近期持续小幅减持，叠加生物科技板块整体走弱，康诺亚-B跌5.83%、维立志博-B跌4.05%，板块情绪偏弱加剧个股抛压。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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