医药板块速评（2024.04.30）

1、 $Lyra Therapeutics(LYRA)$ 重磅三期数据在即，是否有配置机会？

2、 $Ultragenyx Pharmaceutical Inc(RARE)$ 试验入组完成，股价是否迎来反转？

3、$美国合众银行(USB)、$SoFi Technologies(SOFI)、 $阿卡迪亚(ACAD)$ 、 $台积电(TSM)$ 、$Stellantis(STLA)、 $Cloudflare, Inc.(NET)$ 期权大量成交，后续走势如何看？

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