7月2日，港股创新药企荣昌生物（09995.HK）股价表现强劲，盘中大涨6.52%，引发市场关注。
消息面上，国家医保局、国家卫生健康委于7月1日联合印发《支持创新药高质量发展的若干措施》，提出加大创新药研发支持力度、支持创新药进入基本医保药品目录等多项利好措施，激发了市场对创新药板块的热情。作为港股创新药龙头之一，荣昌生物直接受益于该政策利好。
此外，荣昌生物近期宣布与美国Vor Bio公司签订关于核心产品自免药物泰它西普的海外授权协议。根据协议，荣昌生物将获得4,500万美元现金及价值8,000万美元的认股权证作为首付款，未来还有机会获得高达41.05亿美元的里程碑付款。这一重磅交易进一步增强了投资者对公司全球化发展前景的信心。
分析人士指出，创新药行业正迎来政策面、产业面、技术面和基本面的多重利好共振。在此背景下，荣昌生物凭借其在自身免疫疾病治疗领域的领先地位，有望持续受益于行业发展机遇，吸引资金持续关注。
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