10月10日,医药板块持续走强,港股翰森制药(03692.HK)盘中一度大涨6.83%,报22.45港元,成交额较大,领涨医药股行情。
市场分析人士指出,这与近期大量医药利好政策密集出台不无关系。10月9日,广东省出台《关于推动生物医药产业高质量发展的行动方案》,全面支持该行业发展;此前中央也先后出台多项支持创新药发展、医保支付改革等政策。投资者对政策红利持续释放行业发展动能抱有较高预期,由此推动医药股积极反应。
作为国内一线创新药企业,翰森制药在抗肿瘤、神经系统、代谢疾病等多个创新领域储备丰富,符合政策鼓励创新药发展的导向。市场对其后续创新药品利好等正向因素给予积极评价。同时,该股估值水平对比同行也有一定优势,机构普遍看好,91%机构给予买入评级。
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