政策与业绩双重利好,创新药板块迎来火爆行情丨一大板块

第一财经
29 Jul

7月29日,CRO、创新药等医药板块强势,九州药业涨停,药石科技,泰格科技涨超10%。消息面上,国家医保局日前表示,第十一批集采将优化具体规则,不再简单以最低报价作为参考,而是坚持“稳临床、保质量、防围标、反内卷”的原则;泰格医药宣布完成对日本CRO公司Micron的收购;药明康德公告2025年半年报预增,预计归母净利润同比增长约101.9%。Wind创新药指数近一个月上涨27%。机构认为,集采反...

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