9月3日，创新药概念股盘中上涨，药明巨诺-B涨近12%，和铂医药-B、四环医药涨超8%，恒瑞医药涨近7%，联邦制药、药明合联涨超5%，石药集团涨超4%。
消息面上，近期，外资密集举牌中国创新药企。根据香港联交所披露文件，8月29日，新加坡政府投资公司(GIC)增持和铂医药4022.2万股普通股股份，每股均价12.7133港元，价值约5.11亿港元。增持后，新加坡政府投资公司最新持股数目为5,397.7万股股份，好仓比例由1.62%升至6.37%。此前8月18日，GIC用6.35亿港元买入基石药业8040万股，持股升至5.49%；8月26日，贝莱德举牌三生制药，持股比例达5.1%。
值得一提的是，今年来，国产创新药BD高速增长。据华泰证券，年初至今，国产创新药已达成对外授权83项，涉及总金额845.31亿美元、首付款43.21亿美元。国金证券指出，展望下周，2025年世界肺癌大会（WCLC）将于9月6日-9日举行，本次大会，中国学者共有35项口头报告，国产新药临床数据披露值得期待。中邮证券则表示，看好下半年核心资产的价值回归。
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