异动解读｜科济药业-B盘中下跌5.13%，管线战略转向引发市场分歧叠加板块整体回调

行情直击07-07

7月7日，科济药业-B盘中下跌5.13%，报15.18港元/股，成交额1753.96万港元。

消息面上，公司创始人李宗海近日公开表示，在造出全球首个实体瘤CAR-T产品后，决定不再布局自体型新管线，研发重心将全面转向通用型CAR-T疗法。这一战略转向引发市场对公司近中期自体CAR-T商业化天花板的担忧。此前公司获批产品恺力美定价99万元/针，预计今年接受订单仅约200单，短期放量空间有限。

板块层面，当日生物科技板块整体承压，荣昌生物跌4.1%、百济神州跌2.41%、康方生物跌1.96%，行业联动加剧个股调整。

（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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