1月13日，港股创新药概念股盘初普涨，乐普生物-B涨超8%，药明康德涨超7%，三生制药、晶泰控股涨超6%，歌礼制药-B涨超4%，复星医药、云顶新耀涨超3%。
当地时间1月12日，第44届摩根大通(JPM)医疗健康年会在旧金山正式启幕。据悉，截至目前，多家中国创新药企确认参会。主会场演讲企业包括药明康德、药明生物、药明合联3家CXO公司，以及百济神州、再鼎医药、亚盛医药、传奇生物4家创新药企。恒瑞医药、百利天恒、三生制药、荣昌生物等17家企业将参与亚太专场。
国金证券认为，本次大会是国产药企展示核心分子产品力、推进海外BD合作的关键平台。随着BD常态化，行业正回归产品全球价值验证阶段。在全球临床推进、重磅数据发布及竞争格局优化驱动下，产品全球价值与企业估值实现多轮重估，中国创新药估值已从“资产被买”迈向“全球价值”阶段。华源证券表示，中国医药产业基本完成新旧增长动能转换，创新药显著打开企业增长新曲线。
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