恒生医疗保健指数升2.17% 医药板块普遍拉升 机构持续看好中国创新药出海的产业趋势

金吾财讯
Feb 10

金吾财讯 | 恒生医疗保健指数升2.17%,医药板块普遍拉升,再鼎医药(09688)涨5.61%,康诺亚-B(02162)涨5.45%,荣昌生物(09995)涨4.90%,信达生物(01801)涨4.86%,康方生物(09926)涨3.83%,科伦博泰生物-B(06990)涨3.53%,药明生物(02269)涨3.56%,诺诚健华(09969)涨3.15%,泰格医药(03347)涨2.97%,君实生物(01877)涨2.94%,药明康德(02359)涨2.76%,金斯瑞生物科技(01548)涨2.61%,药明合联(02268)涨2.39%,复宏汉霖(02696)涨1.79%。2月8日,信达生物宣布与礼来制药达成战略合作,携手推进肿瘤及免疫领域创新药物的全球研发。这已是双方第七次合作,此前双方已在信迪利单抗、玛仕度肽、雷莫西尤单抗、塞普替尼、匹妥布替尼等多款产品的研发和商业化过程中达成了逾十年的全球战略合作伙伴关系。根据本次合作协议,信达生物依托自身成熟的抗体技术平台及高效的临床能力,将主导相关项目从药物发现至中国临床概念验证(二期临床试验完成)的研发工作;礼来获得相关项目在大中华区以外的全球独家开发与商业化许可,信达生物保留相关项目在大中华区的全部权利。爱建证券指出,近期市场整体风险偏好下行,创新药和硬科技在年初开门红后进入了估值调整和预期重塑阶段,短期仍以业绩催化的个股行情为主。2026年,继续看好中国创新药出海的产业趋势,继续重点跟踪ADC、双抗、小核酸、减肥药等核心优势赛道的投资机会,期待JPM大会、ASCO等带来数据更新和BD催化。

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