金吾财讯 | 医药外包概念普遍走高，药明生物(02269)涨6.11%，凯莱英(06821)升5.52%，康龙化成(03759)升4.69%，泰格医药(03347)升3.8%，维亚生物(01873)升3.72%，药明康德(02359)涨3.32%。世纪证券此前研报指出，本周NDAA法案落地，地缘风险趋于缓和。行业层面来看，前三季度中国创新药license-out总金额达到历史新高，创新药产业端景气度持续改善，一级市场投融资在2024年触底之后开始回暖。CXO业绩和新增订单开始好转，本周市场开始关注临床前安评试验资产食蟹猴。该机构认为CXO作为创新药产业链上游，行业经历过完整周期，有望受益于国产创新药竞争力提升带来的景气度回升，看好CXO在业绩和估值端迎来双重修复。
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