* 香港恒生创新药指数.HSIDI周三一度大涨5.9%,中国创新药资产的口头报告在美国一国际大会上数量创新高,券商称中国创新药产业及创新药投资有望持续迎来高景气。
* 石药集团1093.HK、中国生物制药1177.HK、再鼎医药9688.HK和信达生物1801.HK涨幅介于5.7-16.6%。
* 海通国际研报称,2025年美国临床肿瘤学会(ASCO)年会当地时间5/30-6/3在美国芝加哥举行。本次ASCO中国创新药资产的口头报告(oral+rapid oral+LBA)数量达73项,创历史新高。
研报指出,经过十余年来的发展,中国创新药已走到国际舞台中央,一个又一个交易额突破新高的海外BD反映了MNC对中国创新药资产的需求已远大于对地缘风险的担忧。随着头部创新药企已经开始批量进入扭亏为盈的新发展阶段,中生代Biotech旗下优质资产迎来BD浪潮开始密集出海,传统药企走出集采阴影、创新药业务进入兑现期迎来估值重估,中国创新药产业及创新药投资有望持续迎来高景气。(完)
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(发稿 宿泱韫; 审校 屈桂娟)
((jenny.su@thomsonreuters.com; 86-10-56692102;))
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