7月2日盘中，港股创新药板块延续强势，其中荣昌生物（09995.HK）盘中大涨6.52%，延续了上半年278%的涨幅势头。分析人士认为，此次上涨主要受以下因素推动：
首先，荣昌生物近日宣布与美国Vor Bio公司签订核心产品泰它西普的海外授权协议。根据协议，荣昌生物将获得4500万美元现金及价值8000万美元的认股权证作为首付款，未来还可能获得高达41.05亿美元的里程碑付款。这一重磅交易显著提升了市场对公司全球化布局的信心。
其次，国家医保局、国家卫生健康委近日联合印发《支持创新药高质量发展的若干措施》，为创新药企业带来政策利好。该措施涉及加大创新药研发支持力度、支持创新药进入医保目录等多个方面，有望进一步推动创新药行业发展。作为港股创新药龙头之一，荣昌生物有望从中受益。
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