医药生物行业周报：艾伯维重金收购IMMUNOGEN 建议关注ADC相关创新药企

光大证券股份有...2023-12-04

行情回顾：上周A 股医药生物指数上涨0.51%，跑赢沪深300 指数2.06pp，跑赢创业板综指0.22pp，排名10/31。港股恒生医疗健康指数上周收跌1.49%，跑赢恒生国企指数3.13pp，排名3/11。上市公司研发进度跟踪：上周，恒瑞医药的SHR0302 片、神州细胞的菲诺利单抗注射液、海创药业的氘恩扎鲁胺软胶囊的上市申请新进承办；信达生物的IBI389 的临床申请新进承办；恒瑞医药的...

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领域的布局。此次收购价定为31.26澳元/股，交易总金额高达101 亿美元。2018 年以来，DS-8201 引领了ADC 研发的新一轮热潮，跨国药企纷纷布局。截至目前，ADC 领域的头部生物技术公司几乎都被跨国药企收入囊中。我们认为在国际投资热潮的影响下，国内布局ADC 技术的相关药企的市场关注度将得到有力提振，推荐荣昌生物（A+H），建议关注科伦博泰。2024 年年度投资策略：重塑价值导向，医药新周期开启。我们强调创新驱动、国产替代、品牌龙头是未来的医药投资主线，重点推荐恒瑞医药、京新药业、康缘药业、药明康德（A+H）、凯莱英、鱼跃医疗、九强生物、迈瑞医疗、太极集团、益丰药房。风险分析：控费政策超预期、研发失败风险、政策支持不及预期、板块估值下挫风险。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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