智通财经APP获悉，CRO概念股涨幅居前，截至发稿，金斯瑞生物科技(01548)涨9.16%，报43.38港元；凯莱英(06821)涨3.81%，报155.4港元；药明康德(02359)涨2.44%，报210港元；药明生物(02269)涨2.31%，报53.1港元；泰格医药(03347)涨1.15%，报45.62港元。
消息面上，9月21日，据路透报道，美国财政部正在起草针对生物技术对华投资的新规则。与美国国会部分议员此前主张的广泛限制不同，正在讨论的方案可能重点限制病原体以及可能被武器化的生物技术。意味着新规不会一刀切封禁全部生物医药跨境交易，肿瘤ADC、双抗等常规抗癌创新药，允许海外药企收购管线、开展授权BD合作。
花旗发表发布研报称，该行于24日再举办专家电话会议，讨论涉及中国公司的医药授权安排的美国政策前景，认为美国对源自中国的医药授权政策展望偏正面，并对创新药及生物科技持建设性看法。野村则表示，中国医药“十五五”规划突出创新与全球化，利好创新药企及CRDMO。
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