近期，港股创新药板块出现连日调整的情况。8月7日、8日，港股创新药ETF分别下跌3.05%、1.33%，市场情绪再度转冷。但另一方面，多家创新药企业交出不错的上半年业绩，部分企业实现扭亏为盈。“业绩向上、股价向下”背后，一方面与外部风险有关，美国总统特朗普近日威胁对进口药品征收最高250%的关税，出海型创新药企面临潜在冲击；另一方面，细究部分药企的业绩增长，控费增效、降低研发投入是其能够实现...
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