港股创新药概念股再度走高！商保创新药目录有望落地
7月14日，港股创新药概念股再度走高，博安生物涨至20%，恒瑞医药、丽珠医药涨超7%，东阳光长江药业、四环医药涨超5%。
7月11日，国家医疗保障局正式启动2025年国家基本医疗保险、生育保险和工伤保险药品目录及全新设立的商业健康保险创新药品目录调整申报工作。此前的6月30日，国家医保局、国家卫生健康委印发《支持创新药高质量发展的若干措施》，为进一步完善全链条支持创新药发展举措，推动创新药高质量发展，更好满足人民群众多元化就医用药需求，创新药及产业链发展有望持续向好。
国金证券指出，医药板块创新药表现依旧强劲，同时往上游产业链扩散。本质上是创新药维持高景气，一方面在 biotech 投融资改善及国内创新药政策支持下，带动对药企临床前研究的需求预期提升。另一方面，药明康德披露的半年度业绩预增公告超预期的催化。我们认为创新药依旧是投资主线，在全球 MNC 面临专利悬崖，积极寻找大单品潜力创新药 BD 合作的浪潮下，可重点关注泛癌种潜力的双/多抗药物、解决未满足临床需求的慢病药管线的创新药板块投资机会。同时关注半年报潜在业绩超预期的创新药产业链投资机会。
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