昨日大跌后今日港股创新药概念股全线反弹。截至发稿康宁杰瑞制药-B涨超14%和黄医药涨超6%、再鼎医药、乐普生物B涨超5%加科思-B涨超4%。消息面上多家药企回应称关注到美国方面可能对来自中国的创新药设限的市场传闻但认为相关传闻目前并不影响中国创新药出海的预期。市场人士认为以百济神州、信达生物为代表的龙头Biotech预计在2025年实现盈利拐点后续有望保持高增长态势。伴随产业化能力提升和产品线扩张预计未来将有更多Biotech步入盈利周期。（第一财经）。
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