智通财经APP获悉，医药股早盘继续强势，截至发稿，来凯医药-B(02105)涨12.38%，报16.88港元；康宁杰瑞制药-B(09966)涨9.59%，报8.34港元；亚盛医药-B(06855)涨9.38%，报48.4港元；昭衍新药(06127)涨7.28%，报10.9港元；君实生物(01877)涨7.14%，报16.8港元。
消息面上，三生制药与辉瑞达成60亿美元天价授权合作，创下中国创新药BD交易新纪录。万联证券认为，此次交易有望成为中国生物药License-out新标杆。国产创新药技术与产品被MNC认可的确定性持续增强，未来有望通过联合研发、利润分成等合作方式深度绑定。ADC、双抗、基因编辑等平台型技术已成为MNC争夺焦点，建议关注具备相关自主知识产权的药企。
值得关注的是，恒瑞医药认购情况火热，截至认购结束， 孖展超购逾400倍。据悉，公司此次IPO发行价区间为41.45-44.05港元，预计募资最高达130.8亿港元，有望成为近五年来港股医药板块最大规模的IPO。有分析认为，恒瑞医药的港股上市将成为医药板块的重要催化剂。此外，里昂指出，中国政策环境正变得更加支持性，特别是在药品定价方面更加宽松。该行相信院内药品销售的复苏将是下一个国内周期的主要驱动力，4月数据已显示出积极的改善迹象。
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