港股生物医药股盘中拉升！近期医药利好不断，机构看好创新药景气度持续
6月17日，港股生物医药股盘中拉升，昭衍新药涨超15%，复旦张江涨超14%，百奥赛图-B涨超5%，亚盛医药-B涨超4%
近期医药利好不断，6月16日，国家药品监督管理局发布《关于优化创新药临床试验审评审批有关事项的公告（征求意见稿）》。其中提到，为进一步支持以临床价值为导向的创新药研发，提高临床研发质效，对符合要求的创新药临床试验申请在30个工作日内完成审评审批。此前，国务院常务会议研究优化药品和耗材集采有关举措。会议指出，要加强药品和耗材集采政策评估，总结经验、补齐短板，推动集采工作规范化制度化常态化开展。另外，重磅BD陆续落地进一步推升行业景气度。
国元证券表示，目前我国创新药进入成果兑现阶段，研发进展催化较多，且不受贸易战影响，有望持续作为2025年医药板块投资主线。国金证券指出，国家药监局批准11款全新创新药的上市申请，另外还有2款创新药拟纳入优先审评，新品种密集获批有望赶上今年医保谈判放量，为相关企业业绩增长提供助力。同时政策端对创新药的支持持续，叠加海外授权重磅交易不断落地，创新药景气度有望持续。
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