悲观了一些_老虎社区_美港股上老虎

虎头虎脑之鹰击长空
2022-12-15

悲观了一些

科济药业(02171)及药明巨诺(02126)齐挫瑞银指内地细胞疗法行业仍未成熟

瑞银下调科济药业及药明巨诺目标价，盘中两只股份齐走低，其中科济药业为连续第三日回调，最新报15.2港元，跌3.92%，成交额894.15万港元；至于药明巨诺则跌6.55%，报4.42港元，成交额284.97万港元。该行指，随着产品Yescarta和Carteyva的推出，内地细胞疗法行业于去年崛起。但该行业仍未成熟，适应症批准有限，而且渗透度低。基于近期不利因素及高于预期的复发率，该行对内地细胞疗法行业看法不太正面，但长远而言仍保持乐观。

科济药业(02171)及药明巨诺(02126)齐挫瑞银指内地细胞疗法行业仍未成熟

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科济药业(02171)及药明巨诺(02126)齐挫 瑞银指内地细胞疗法行业仍未成熟

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科济药业(02171)及药明巨诺(02126)齐挫瑞银指内地细胞疗法行业仍未成熟