港股创新药板块回暖,丽珠医药涨超11%,机构认为创新药依旧是投资主线

新浪网
22 Jul

7月22日消息,港股创新药板块回暖,丽珠医药涨超11%,联邦制药涨超7%,再鼎医药、博安生物涨超6%。高盛认为,中国生物科技行业正在经历一次结构性重估,本轮大涨并非短期反弹。截至目前,中国生物科技公司整体市值仍仅为美国同行的14%-15%,而其在全球创新贡献中的比重已接近33%。这意味着,中国创新药板块仍处于‘价值洼地’阶段,全球资本重估才刚刚开始。国金证券发布研报称,我们认为创新药依旧是投资主线...

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