金吾财讯 | 港股创新药概念局部走强，截至发稿，欧康维视生物-B（01477）涨3.00%，恒瑞医药（01276）涨2.74%，中国生物制药（01177）涨1.94%，海西新药（02637）涨1.93%，再鼎医药（09688）涨1.89%，药明生物（02269）涨1.89%。消息面上，国金证券表示，创新药企业扭亏节点到来，全年临床数据催化密集，叠加已BD出海管线海外临床进展顺利，看好创新药板块投资机会。具体布局思路而言：（1）布局业绩财报窗口期，掘金业绩超预期标的；（2）关注学会大会动态，把握重磅临床数据发布窗口；（3）聚焦核心赛道，持续关注小核酸、双抗、ADC等相关标的的投资机会，把握产业兑现期的红利行情。
诚通证券表示，2025年为创新药海外授权BD大年，2026H1我国创新药海外授权BD交易继续大幅增长，总交易金额已接近1000亿美元，国产创新药已从偶发性出海转变为系统性趋势。
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