金吾财讯 | 创新药概念股多数走强，截至发稿，恒瑞医药(01276)涨3.37%，远大医药(00512)涨3.13%，四环医药(00460)涨2.80%，博安生物(06955)涨2.45%，华昊中天医药-B(02563)涨2.38%，乐普生物-B(02157)涨2.31%。消息面上，中金公司发研报指，创新药产业投资趋势明确，向上传导或有产业链机会。长期看，中国创新药在经历跟随创新沉淀后，已经进入渐进式创新时代，开始具备国际竞争力；中期看，具备竞争力的临床数据和MNC合作形式的BD事项是重要催化剂；短期看，围绕ASCO/ESMO学术会议重要数据披露/BD公布/国际化突破市场天花板带来股价弹性。同时，一二级融资的便利，国际形势趋缓带来产业链CXO/科研上游等领域的衍生投资机会。
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