1月8日，港股医药股走高，加科思-B涨超8%，和铂医药-B涨超7%，映恩生物-B、复宏汉霖涨超5%。
消息面上，1月7日，从国家药监局获悉，为加快临床急需境外已上市药品在境内上市，满足患者临床用药迫切需求，国家药监局进一步优化这类药品审评审批。国家药监局表示，坚持以临床价值为导向，鼓励申请人在中国开展全球同步研发、同步申报上市；鼓励临床急需境外已上市的原研药及仿制药在境内申报，对于符合要求的可纳入优先审评审批范围。
华泰证券认为，港股创新药估值较全球同类产品仍有绝对吸引力，流动性折价是11-12月创新药下跌的主因。随着流动性修复及对外BD持续，以及JPM峰会、年报周期的BD旺季和数据披露高峰的到来，该行认为开年以来的流动性修复有望提振创新药板块β，上涨趋势有望持续。
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