港股生物医药股盘初走高，药明康德一度涨超5%，股价突破200港元关口创历史新高，现涨超4%；再鼎医药涨超5%，诺诚健华、药明生物涨超3%。
开源证券发布研报表示，投资上，我们建议重点关注减重代谢领域中口服司美格鲁肽及Foundayo两个确定性的增量机会。同时，药明康德小分子D&M 业务大体量下加速增长，预示着国内小分子CDMO 板块有望在未来3-5年迎来增长新周期，相关公司的签单收入有望逐步加速，利润端有望超预期增长。
港股生物医药股盘初走高，药明康德一度涨超5%，股价突破200港元关口创历史新高，现涨超4%；再鼎医药涨超5%，诺诚健华、药明生物涨超3%。
开源证券发布研报表示，投资上，我们建议重点关注减重代谢领域中口服司美格鲁肽及Foundayo两个确定性的增量机会。同时，药明康德小分子D&M 业务大体量下加速增长，预示着国内小分子CDMO 板块有望在未来3-5年迎来增长新周期，相关公司的签单收入有望逐步加速，利润端有望超预期增长。
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