智通财经APP获悉，创新药概念股全线走高，截至发稿，诺诚健华(09969)涨10.78%，报15港元；康方生物(09926)涨5.37%，报95.15港元；三生制药(01530)涨4.60%，报16.15港元；中国生物制药(01177)涨3.62%，报5.44港元；信达生物(01801)涨2.67%，报96.05港元。
消息面上，9月12-15日，2026年世界肺癌大会（WCLC）召开，多项中国创新药临床数据集中亮相，康方生物依沃西单药OS数据、B7H3ADC等成为焦点。与此同时，2026年国家医保目录谈判收官，商保创新药目录同步推进，支付端改革预期升温，“出海商业化+支付改善”的产业逻辑持续强化。
中泰证券指出，WCLC集中披露的多项肺癌领域临床进展，进一步验证了中国创新药的临床价值和全球竞争力，或可积极把握创新药回调后的配置机会。机构普遍认为，三季度部分企业新增订单进入收入确认期，基本面有望持续改善。当前医药板块估值27倍PE，低于历史均值，回调后配置价值凸显。
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