创新药概念走强荣昌生物(09995)涨11.11% 全球交易活跃叠加集采优化机构看好双轮驱动行情

金吾财讯

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金吾财讯 | 创新药概念走强，荣昌生物(09995)涨11.11%，巨子生物(02367)涨8.22%，乐普生物-B(02157)涨7.94%，复星医药(02196)涨5.52%，百济神州(06160)涨2.43%。西南证券报告指出，上周全球共达成 13 起重点交易，披露金额的重点交易有 8 起。恒瑞医药与Braveheart Bio签订协议，交易金额为1088百万美金；舶望制药与诺华签订协议，交易金额为5360美金；科奕药业与Radiance签订协议，交易金额为1165百万美金；Zenas BioPharma and Royalty Pharma 签订协议，交易金额为 300万美金；OMass Therapeutic与Genentech 签订协议，交易金额为 420 百万美金。Gilgamesh Pharmaceuticals与AbbVie 签订协议，交易金额为 220 百万美金。Enlaza Therapeutics与Vertex Pharmaceuticals 签订协议，交易金额为 2045百万美元。IDEAYA Biosciences与Servier签订协议，交易金额为530百万美金。招银国际认为，受益于创新药出海交易、国内集采政策优化等积极因素推动，医药行业有望持续上涨。短期来看，由于市场对于出海交易的频次和交易规模预期较高，创新药的估值持续攀升，需理性看待股价上升空间。展望未来，该机构认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。

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href=\"https://laohu8.com/S/688331\">荣昌生物</a>(09995)涨11.11%，<a href=\"https://laohu8.com/S/02367\">巨子生物</a>(02367)涨8.22%，<a href=\"https://laohu8.com/S/02157\">乐普生物-B</a>(02157)涨7.94%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>(02196)涨5.52%，<a href=\"https://laohu8.com/S/ONC\">百济神州</a>(06160)涨2.43%。<a href=\"https://laohu8.com/S/600369\">西南证券</a>报告指出，上周全球共达成 13 起重点交易，披露金额的重点交易有 8 起。<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>与Braveheart Bio签订协议，交易金额为1088百万美金；舶望制药与<a href=\"https://laohu8.com/S/NVS\">诺华</a>签订协议，交易金额为5360美金；科奕药业与Radiance签订协议，交易金额为1165百万美金；Zenas BioPharma and Royalty Pharma 签订协议，交易金额为 300万美金；OMass Therapeutic与Genentech 签订协议，交易金额为 420 百万美金。Gilgamesh Pharmaceuticals与AbbVie 签订协议，交易金额为 220 百万美金。Enlaza <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>与Vertex Pharmaceuticals 签订协议，交易金额为 2045百万美元。<a href=\"https://laohu8.com/S/IDYA\">IDEAYA Biosciences</a>与Servier签订协议，交易金额为530百万美金。招银国际认为，受益于创新药出海交易、国内集采政策优化等积极因素推动，医药行业有望持续上涨。短期来看，由于市场对于出海交易的频次和交易规模预期较高，创新药的估值持续攀升，需理性看待股价上升空间。展望未来，该机构认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>创新药概念走强 荣昌生物(09995)涨11.11% 全球交易活跃叠加集采优化 机构看好双轮驱动行情</title>\n<style 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创新药概念走强，<a href=\"https://laohu8.com/S/688331\">荣昌生物</a>(09995)涨11.11%，<a href=\"https://laohu8.com/S/02367\">巨子生物</a>(02367)涨8.22%，<a href=\"https://laohu8.com/S/02157\">乐普生物-B</a>(02157)涨7.94%，<a href=\"https://laohu8.com/S/600196\">复星医药</a>(02196)涨5.52%，<a href=\"https://laohu8.com/S/ONC\">百济神州</a>(06160)涨2.43%。<a href=\"https://laohu8.com/S/600369\">西南证券</a>报告指出，上周全球共达成 13 起重点交易，披露金额的重点交易有 8 起。<a href=\"https://laohu8.com/S/600276\">恒瑞医药</a>与Braveheart Bio签订协议，交易金额为1088百万美金；舶望制药与<a href=\"https://laohu8.com/S/NVS\">诺华</a>签订协议，交易金额为5360美金；科奕药业与Radiance签订协议，交易金额为1165百万美金；Zenas BioPharma and Royalty Pharma 签订协议，交易金额为 300万美金；OMass Therapeutic与Genentech 签订协议，交易金额为 420 百万美金。Gilgamesh Pharmaceuticals与AbbVie 签订协议，交易金额为 220 百万美金。Enlaza <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a>与Vertex Pharmaceuticals 签订协议，交易金额为 2045百万美元。<a href=\"https://laohu8.com/S/IDYA\">IDEAYA Biosciences</a>与Servier签订协议，交易金额为530百万美金。招银国际认为，受益于创新药出海交易、国内集采政策优化等积极因素推动，医药行业有望持续上涨。短期来看，由于市场对于出海交易的频次和交易规模预期较高，创新药的估值持续攀升，需理性看待股价上升空间。展望未来，该机构认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1583","symbol_name":"高瓴概念","start_time":0,"source_url":"1965756","article_id":"2566581652","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566581652","pubTimestamp":1757384755,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 创新药概念走强，荣昌生物 涨11.11%，巨子生物涨8.22%，乐普生物-B涨7.94%，复星医药涨5.52%，百济神州涨2.43%。西南证券报告指出，上周全球共达成 13 起重点交易，披露金额的重点交易有 8 起。Enlaza Therapeutics与Vertex Pharmaceuticals 签订协议，交易金额为 2045百万美元。招银国际认为，受益于创新药出海交易、国内集采政策优化等积极因素推动，医药行业有望持续上涨。展望未来，该机构认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159992":"创新药","688331":"荣昌生物","BK1583":"高瓴概念","06978":"永泰生物-B","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","09995":"荣昌生物","BK1207":"个人用品","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1500":"做空集合股","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","02196":"复星医药","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","02367":"巨子生物","06160":"百济神州","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1191":"制药","BK1588":"回港中概股","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) 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创新药概念走强，荣昌生物(09995)涨11.11%，巨子生物(02367)涨8.22%，乐普生物-B(02157)涨7.94%，复星医药(02196)涨5.52%，百济神州(06160)涨2.43%。西南证券报告指出，上周全球共达成 13 起重点交易，披露金额的重点交易有 8 起。恒瑞医药与Braveheart Bio签订协议，交易金额为1088百万美金；舶望制药与诺华签订协议，交易金额为5360美金；科奕药业与Radiance签订协议，交易金额为1165百万美金；Zenas BioPharma and Royalty Pharma 签订协议，交易金额为 300万美金；OMass Therapeutic与Genentech 签订协议，交易金额为 420 百万美金。Gilgamesh Pharmaceuticals与AbbVie 签订协议，交易金额为 220 百万美金。Enlaza Therapeutics与Vertex Pharmaceuticals 签订协议，交易金额为 2045百万美元。IDEAYA Biosciences与Servier签订协议，交易金额为530百万美金。招银国际认为，受益于创新药出海交易、国内集采政策优化等积极因素推动，医药行业有望持续上涨。短期来看，由于市场对于出海交易的频次和交易规模预期较高，创新药的估值持续攀升，需理性看待股价上升空间。展望未来，该机构认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}