金吾财讯 | 生物医药股普遍上涨，博安生物(06955)涨8.18%，来凯医药(02105)涨6.76%，亚盛医药(06855)涨5.74%，金斯瑞生物科技(01548)涨4.93%，和黄医药(00013)涨4.28%。多家港股上市药企密集披露研发进展：亚盛医药在美国临床肿瘤学会年会公布两项最新临床进展，科伦博泰生物将在美国临床肿瘤学会年会公布六项公司主导的临床研究成果，金斯瑞生物科技联营公司传奇生物将于美欧两个大会公布治疗骨髓瘤药物最新资料，和黄医药将于美国临床肿瘤学会2025年年会公布数项研究数据。万联证券指出，2025年国产创新药受益于政策、产业趋势等，估值迎来修复。“创新”是主旋律，在国际顶尖的创新药学术大会上，中国药企重要性越来越高。MNC目前很多公司核心的管线里均有来自中国的产品，国产创新药license-out金额和数量也创新高。
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