藥明生物升破強弱分界線 待回吐候低吸納
藥明生物(02269.HK)是一家全球領先的合同研究、開發和生產(CRDMO)服務公司。公司通過開放式、一體化生物製藥能力和技術賦能平台，提供全方位的端到端服務，説明合作夥伴發現、開發及生產生物藥，實現從概念到商業化生產的全過程，加速全球生物藥研發進程。
集團在中國、美國、愛爾蘭、德國和新加坡擁有超過10000名員工。憑藉這些員工組成的專業服務團隊，為客戶提供高效經濟的生物藥解決方案。截至2022年4月底，藥明生物説明客戶研發和生產的綜合項目高達526個，其中包括9個商業化生產項目。
公司近日宣布其杭州設施基於微生物發酵技術的生物藥原液十四廠(MFG14)已正式獲得cGMP生產放行，以生產微生物衍生產品，並預計增加微生物相關訂單。預期透過擴展，集團能滿足製造生物治療日漸增長的需求。
據報集團兩間子公司無錫藥明生物及上海藥明生物可能接近從美國商務部的未經核實名單中除名。據內媒報道指，中國商務部上周允許一名美國出口管制官員審查無錫市至少一家公司，預期官員未來數周或改到安徽繼續審查工作。
內媒引述公司負責人指，旗下無錫公司接近完成審查，一切順利；至於同系的上海藥明生物，有傳目前仍在等待審查，由於兩家公司為不同的法律實體，相信無錫公司可單獨獲解除制裁，不受上海公司審查進度影響。
股領方面，藥明生物(02269.HK)從5月上旬47元左右起步上升，至今已升超80%，短線或需要回吐，但由於已升穿2021年中開始形成的下降趨勢線，所以中長線而言，藥明生物(02269.HK)正開展升浪，投資者可於73元左右買入，中線目標99元。
(撰文: 高寶集團證券 執行董事 李慧芬)(本人並沒持有以上股票)
Stella Lee
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