创新药板块迎利好催化？港股昭衍新药、药明生物升超6%
英为财情Investing.com -周五，7月25日，港股三大指数小幅调整，医药板块逆势上升，昭衍新药 (HK:6127)、药明生物 (HK:2269)升超6%，复星医药 (HK:2196)升超4%，药明康德 (HK:2359)升超3%。
消息面上，近日，国家医保局召开医保支持创新药械系列座谈会第二场。10余家医疗机构、医药企业、医药类投资公司和新闻媒体单位的代表介绍医药领域新技术新产品研发、应用、投资等情况，并提出意见建议。
根据中邮证券研报，2025年上半年，中国创新药License-out（许可授权）总金额已接近660亿美元，赶超2024全年BD（商务拓展）交易总额。
据不完全统计，今年上半年，中国药企对MNC的海外授权交易就超过70笔，据部分已披露的数据，其首付款总额达近30亿美元，交易总额达531.36亿美元。
江海证券指出，医药生物行业正迎来政策与技术双轮驱动期，创新药支持政策迈入2.0阶段，或将启动产业链新一轮机遇。
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