生物科技在关税与动荡中突围：5只逆势上扬的股票-动脉网

Biotech Breakouts Amid Tariffs and Turmoil: 5 Stocks That Defy the Slump

GeneOnline 等信源发布 2025-07-02 16:59

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by Bernice Lottering

伯妮斯·洛特林

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While much of the biotech sector treads water, a handful of standout stocks are charging ahead—and outpacing the broader market.

虽然生物技术行业的大部分领域停滞不前，但少数几只表现出色的股票正在大步向前，并跑赢了更广泛的市场。

我

t’s been a rocky stretch for biotech. Stocks in the sector have been trading sideways, caught in the crossfire of

生物技术领域经历了一段艰难时期。该行业的股票一直处于横盘交易状态，陷入困境之中。

political upheaval and trade policy uncertainty

政治动荡和贸易政策的不确定性

. The Department of Health and Human Services (HHS) recently

。卫生与公众服务部 (HHS) 最近

laid off

裁员

thousands of workers across U.S. health agencies, a move that rattled investor sentiment.

美国各大卫生机构的数千名工人，这一举动动摇了投资者的情绪。

Adding fuel to the fire, the White House sparked confusion in early April by announcing sweeping tariffs on pharmaceuticals—then

火上浇油的是，白宫在四月初宣布对制药产品征收广泛关税，引发了混乱，随后

backpedaling

后退踏步

days later. While the administration gave most countries a 90-day delay on reciprocal tariffs, the exemption notably

几天后。虽然政府给予大多数国家90天的互惠关税延迟，但这一豁免显著地

did not

没有

apply to sector-specific tariffs, including those targeting drug imports. The result? A volatile, uneasy market.

适用于针对特定行业的关税，包括那些针对药品进口的关税。结果呢？一个波动不定、令人不安的市场。

Investors are also bracing for looming drug pricing

投资者也在为即将到来的药品定价做好准备。

reforms

改革

that would peg U.S. medicine prices to an international index—averaging prices paid in countries like Canada, Germany, and the UK. While supporters say this could lower drug costs for American patients, critics warn it may stifle innovation by limiting the revenue biotech companies rely on to fund research and development.

这将使美国药品价格与国际指数挂钩——平均加拿大、德国和英国等国家支付的价格。支持者表示，这可能会降低美国患者的药费，但批评者警告称，这可能会限制生物技术公司依赖的收入，从而抑制创新研发。

High-risk areas like cancer, rare diseases, and gene therapy could be hit hardest, as reduced profits may lead to fewer investments in breakthrough treatments. The debate centers on a trade-off: lower prices now versus fewer medical advances in the future..

高风险领域，如癌症、罕见病和基因治疗可能受到最严重的冲击，因为利润减少可能导致对突破性治疗的投资减少。争论的焦点在于一种权衡：现在的低价与未来更少的医疗进步。

The uncertainty has weighed heavily on the industry.

不确定性给这个行业带来了沉重的压力。

Making matters more complex, new HHS Secretary Robert F. Kennedy Jr. has stirred further controversy. Known for his vaccine skepticism, Kennedy has promoted vitamin A as a measles treatment and vowed to discover the cause of autism within months. His appointment has already led to the resignation of a senior FDA official, who .

使问题更加复杂的是，新任卫生与公众服务部部长罗伯特·F·肯尼迪 Jr. 引发了更多的争议。他以对疫苗持怀疑态度而闻名，曾推广维生素A作为麻疹的治疗方法，并承诺将在几个月内找出自闭症的成因。他的任命已经导致一名美国食品药品监督管理局高级官员辞职。

cited

引用

“misinformation and lies” as the reason for his departure.

“错误信息和谎言”作为他离开的原因。

Amid Headwinds, These Biotechs Shine

在逆风中，这些生物技术公司脱颖而出

Amid these headwinds, five biotech companies are bucking the trend. Backed by strong fundamentals, market momentum, and breakthrough products, they stand apart from the broader industry decline. These names are worth watching:

在这些逆风因素中，有五家生物技术公司逆势而行。凭借坚实的基本面、市场动能以及突破性的产品，它们在行业整体下滑中脱颖而出。这些公司值得关注：

Exelixis (NASDAQ:

Exelixis（纳斯达克：

EXEL

)

CorMedix (NASDAQ:

CorMedix（纳斯达克：

CRMD

客户关系管理开发 (CRMD)

)

TG Therapeutics (NASDAQ:

TG Therapeutics (纳斯达克:

TGTX

)

Rigel Pharmaceuticals (NASDAQ:

参宿四制药（纳斯达克：

RIGL

)

Eton Pharmaceuticals (NASDAQ:

伊顿制药（纳斯达克：

ETON

伊顿

)

Exelixis Powers Ahead With Cancer Breakthroughs

Exelixis凭借癌症突破性进展强势前行

Exelixis

埃克塞利西斯

leads the list of top-performing biotech stocks, thanks to its growing reputation in oncology. The company markets

在生物技术股票中表现最佳的股票排行榜上名列前茅，这得益于其在肿瘤学领域日益增长的声誉。该公司市场

Cabometyx

卡博替尼

and

和

Cometriq

卡博替尼

, which target kidney, liver, and thyroid cancers. These therapies have already made a significant mark in the cancer treatment landscape.

，针对肾癌、肝癌和甲状腺癌。这些疗法已经在癌症治疗领域产生了显著的影响。

On June 23, shares surged 7.4% following the

6月23日，股价在以下消息后飙升了7.4%

release

释放

of encouraging data on the company’s next-generation colon cancer therapy. Patients treated with a combination of zanzalintinib (an Exelixis drug) and Roche’s Tecentriq lived significantly longer than those given Stivarga, a competing product from Bayer.

关于公司下一代结肠癌疗法的数据令人鼓舞。接受赞扎林替尼（Exelixis公司的药物）与罗氏的Tecentriq联合治疗的患者比接受拜耳竞争产品Stivarga治疗的患者存活时间显著更长。

Financially, the company is also delivering. In the first quarter, Exelixis posted

财务方面，该公司也表现良好。在第一季度，Exelixis 发布了

adjusted earnings

调整后收益

of 62 cents per share on $555.4 million in sales—both well above Wall Street estimates. The company has since raised its 2025 sales forecast by $100 million, now projecting $2.25 billion to $2.35 billion, with most coming from its marketed drugs.

每股收益为62美分，销售额为5.554亿美元——均远超华尔街预期。该公司随后将其2025年销售预测上调了1亿美元，目前预计将达到22.5亿美元至23.5亿美元，其中大部分将来自其已上市的药物。

From a technical standpoint, the stock is performing well. It’s trading above key trend lines and shows strong overall ratings. Analysts have placed it on several top-performing stock lists, signaling confidence in its momentum and fundamentals.

从技术角度来看，这只股票表现良好。它在关键趋势线之上交易，整体评分强劲。分析师将其列入多个表现最佳的股票名单中，表明对其动能和基本面的信心。

CorMedix Lands a Major Customer—but Faces Volatility

CorMedix获得了一位重要客户，但面临波动性

CorMedix

科美德公司

recently gained attention among biotech watchers, and its performance has been marked by notable developments. The company’s flagship product,

最近在生物技术观察家中引起了关注，并且其表现一直伴随着显著的发展。该公司的旗舰产品，

DefenCath

, was approved in late 2023 and officially launched in hospitals by July 2024. The therapy—made from a combination of taurolidine and heparin—is used to prevent serious bloodstream infections in kidney failure patients receiving dialysis through central venous catheters.

，于 2023 年底获得批准，并于 2024 年 7 月在医院正式推出。这种疗法由牛磺罗定和肝素组合而成，用于预防通过中心静脉导管接受透析的肾衰竭患者的严重血流感染。

Investor enthusiasm peaked on June 23, when CorMedix stock hit a

投资者的热情在6月23日达到顶峰，当时CorMedix股票价格飙升至高位

four-year high

四年高位

。

The surge followed news of a major agreement with a large dialysis provider, which committed to using DefenCath in 50% more patients than originally planned. But the celebration was short-lived. Just days later, the stock fell by double digits after the company

激增是因为与一家大型透析服务提供商达成了重要协议，该提供商承诺将使用DefenCath的患者数量增加50%。但庆祝是短暂的。几天后，该公司股价在出现双位数下跌。

announced

宣布

a public offering, diluting existing shareholders.

公开发行，稀释现有股东的权益。

Still, CorMedix’s fundamentals remain strong. In Q1, the company posted

尽管如此，CorMedix的基本面依然强劲。第一季度，该公司发布了

adjusted earnings

调整后收益

of 30 cents per share on $39.1 million in revenue—beating both earnings and sales forecasts. For comparison, a year ago the company had no revenue and reported a loss.

每股30美分，收入为3910万美元——超过了盈利和销售预测。相比之下，一年前该公司没有收入并报告了亏损。

The stock is currently performing well based on common technical indicators, showing momentum that traders often view as a positive sign. While its overall strength is notable compared to many peers, its performance has also shown some fluctuations—suggesting it carries both potential and risk.

该股票目前基于常见的技术指标表现良好，显示出交易者通常视为积极信号的动能。虽然其整体实力相较于许多同行而言表现突出，但其走势也出现了一些波动，表明其既有潜力也存在风险。

TG Therapeutics Eyes Roche’s Market Share

TG Therapeutics 瞄准罗氏的市场份额

TG Therapeutics

is gaining traction in the multiple sclerosis (MS) market with

在多发性硬化症（MS）市场中日益受到关注，

Briumvi

布瑞莫维

, its new treatment for relapsing forms of the disease. The drug’s streamlined dosing—two initial infusions followed by a one-hour treatment every six months—offers a time-saving alternative to

，这是该疾病复发形式的新疗法。这种药物的简化给药方案——两次初始输液后，每六个月进行一次一小时的治疗——提供了一个省时的选择，相比

Ocrevus

奥克瑞珠单抗

, Roche’s leading MS therapy. Ocrevus requires longer infusion times and a more cumbersome initial dosing schedule, giving Briumvi a potential edge among both doctors and patients.

罗氏领先的MS疗法。Ocrevus需要更长的输液时间以及更麻烦的初始剂量计划，这使得Briumvi在医生和患者中可能占据优势。

In Q1,

在第一季度，

Briumvi brought in $119.7 million

Briumvi带来了1.197亿美元的收入

in revenue, more than doubling year-over-year and beating analyst expectations. TG earned an adjusted 3 cents per share, slightly missing estimates—but analysts see growing profitability on the horizon.

在收入方面，同比增长了一倍多，超出了分析师的预期。TG调整后每股收益为3美分，略低于预期——但分析师认为盈利增长前景可期。

The stock appears to be stabilizing after recent gains, showing signs of forming a base that could support future growth. It’s holding steady near key support levels, which traders often interpret as a sign of resilience. While some performance metrics remain strong, the stock may still face short-term fluctuations.

该股票在近期上涨后似乎趋于稳定，显示出正在形成一个可能支撑未来增长的底部。它在关键支撑位附近保持稳定，交易者通常将其解读为韧性的一个迹象。尽管一些表现指标仍然强劲，但该股票可能仍面临短期波动。

Overall, it continues to draw attention from analysts tracking high-performing companies in the sector..

总体而言，它继续引起跟踪该行业中表现优异的公司的分析师的关注。

Rigel: Strong Pipeline, Strong Partnerships

参宿七：强大的管道，强大的伙伴关系

Rigel Pharmaceuticals

参宿制药公司

is a newer name among top biotech stocks, but it’s quickly making its presence known. The company markets three drugs:

是一家较新的顶级生物技术股票名称，但它正迅速崭露头角。该公司销售三种药物：

Tavalisse

塔瓦利斯

for immune thrombocytopenia,

用于免疫性血小板减少症，

Rezlidhia

雷兹利迪亚

for leukemia, and

对于白血病，以及

Gavreto

, which treats lung and thyroid cancers.

，用于治疗肺癌和甲状腺癌。

Beyond its commercial lineup, Rigel is also pursuing treatments for blood cancers and has forged a key development

除了其商业产品线外，Rigel还在追求血液癌症的治疗方法，并建立了关键的开发伙伴关系。

partnership

伙伴关系

with Eli Lilly. Together, the two companies are working on drugs for rheumatoid arthritis and central nervous system disorders.

与礼来公司合作。这两家公司正在共同研发治疗类风湿性关节炎和中枢神经系统疾病的药物。

Rigel

参宿七

posted

发布

strong Q1 results, earning 63 cents per share on $53.5 million in sales—both above expectations. Rigel’s stock is holding steady above key technical benchmarks, a sign that momentum may be building despite broader market uncertainty. While some performance indicators trail behind peers, others point to growing investor interest.

强劲的第一季度业绩，每股收益63美分，销售额达5350万美元——均超出预期。Rigel的股票在关键技术指标之上保持稳定，这表明尽管整体市场存在不确定性，但动能可能正在增强。尽管某些绩效指标落后于同行，但其他指标则显示出投资者兴趣的增加。

The stock appears to be stabilizing after recent moves, potentially setting the stage for a future breakout if conditions remain favorable..

股票在近期走势后似乎趋于稳定，如果条件依然有利，可能为未来的突破奠定了基础。

Eton Carves a Niche in Rare Diseases

伊顿在罕见病领域开辟了一片天地

Rounding out the list is

使榜单更加完整的是

Eton Pharmaceuticals

伊顿制药公司

, which is gaining traction thanks to its focus on rare and underserved conditions. The company currently markets eight products and has five additional drugs in development, including treatments for Wilson disease, diabetes, and adrenal crisis.

，由于专注于罕见和未满足的疾病条件，该公司正获得越来越多的关注。公司目前上市销售八种产品，并且还有五种药物在研发中，包括针对威尔逊病、糖尿病和肾上腺危象的治疗药物。

Wilson disease, in particular, is a rare condition in which copper builds up in the body, causing toxic damage to the liver and brain. Eton’s pipeline positions it to address this and other niche but serious diseases.

威尔逊病尤其是一种罕见的疾病，铜在体内积累，对肝脏和大脑造成毒性损害。Eton的管线使其能够应对这种及其他小众但严重的疾病。

In Q1, the company reported adjusted earnings of 7 cents per share on $17.3 million in revenue. For the first time, Eton is expected to

在第一季度，该公司报告了每股7美分的调整后收益，收入为1730万美元。预计Eton将首次实现盈利。

post a full-year profit

公布全年利润

, with analysts forecasting 48 cents per share in earnings on $78 million in sales for 2025.

，分析师预测 2025 年每股收益将达到 48 美分，销售额将达到 7800 万美元。

The stock is currently trading in a range between key technical levels, reflecting a period of consolidation. While recent movement has shown some pullback, certain performance indicators remain strong, suggesting continued interest from investors. Its position within a niche segment of the biotech sector may offer stability, even amid broader market fluctuations..

该股票目前在关键的技术水平之间进行区间交易，反映出一段 consolidation 时期。尽管近期走势出现了一些回落，但某些绩效指标依然强劲，表明投资者持续保持兴趣。其在生物技术领域的一个细分市场中的地位可能提供稳定性，即使在更广泛的市场波动中亦是如此。

Bottom Line: Opportunity Hides in the Details

底线：机会隐藏在细节中

The broader biotech sector may be under pressure, but investors willing to dig into the details can still find opportunity. These five companies stand out not just for beating expectations, but for launching meaningful products, growing revenue, and maintaining technical strength in a difficult market..

尽管整个生物技术行业可能面临压力，但愿意深入研究细节的投资者仍然可以找到机会。这五家公司之所以脱颖而出，不仅因为它们超越了预期，还因为它们推出了有意义的产品、实现了收入增长，并在艰难的市场中保持了技术实力。

As policy uncertainty and pricing reform continue to cloud the outlook, expect these leaders to attract growing attention. In biotech, selective stock picking remains not just important—but essential.

随着政策不确定性和价格改革继续使前景不明朗，预计这些领导者将吸引越来越多的关注。在生物技术领域，选择性选股不仅仍然重要，而且至关重要。

A Look at 2024’s Patent Expirations and Generic Competition

2024年专利到期与仿制药竞争概览

Pharma Faces $236 Billion Patent Cliff by 2030: Key Drugs and Companies at Risk

到2030年，制药业将面临2360亿美元的专利悬崖：关键药物和公司面临风险

Massachusetts Biotech Faces Prolonged Slump Amid Economic and Regulatory Uncertainty

麻萨诸塞州生物科技业面临经济和监管不确定性的长期低迷

SelectUSA Summit 2025: Taiwan, Tunisia, Vietnam, Qatar Supercharge U.S. Investment Surge

2025年选择美国峰会：台湾、突尼斯、越南、卡塔尔推动美国投资激增

From Labs to Markets: BIO 2025 Sets the Global Biotech Playbook

从实验室到市场：BIO 2025 制定全球生物技术指南

A World Order in Flux: Why the U.S.-Japan Alliance Must Adapt