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创新药概念股逆市走强 康方生物（09926）涨16.85%、康诺亚-B（02162）涨10.32%

金吾财讯
Sep 29

金吾财讯 | 创新药概念股逆市走强，康方生物（09926）涨16.85%，康诺亚-B（02162）涨10.32%，乐普生物（02157）涨7.88%，荣昌生物（09995）涨5.41%，科伦博泰生物（06990）涨5.32%，博安生物（06955）涨4.74%，恒瑞医药（01276）涨4.02%，再鼎医药（09688）涨4.02%。国金证券表示，流动性环境边际宽松之下，生物医药行业投融资回暖预期持续升温，市场风险偏好显著修复。展望2026年，海外头部CXO企业收入指引仍维持稳健小幅增长格局，叠加全球生物医药投融资逐步回暖、创新药研发需求稳步复苏，行业景气度延续上行态势，成长确定性进一步增强。开源证券表示，国产创新药海外后期临床管线持续积累，BD出海有望逐步由授权收入贡献向商业化收益兑现延伸。根据Insight数据，除已经在美国获批上市的药物外，已达成出海合作的国产创新药中有27款处于临床后期（以美国临床进度统计）。其中，依沃西单抗、匹米替尼已在美国申请上市，芦康沙妥珠单抗、伦康依隆妥单抗、SSGJ-707等重点品种处于临床III期。随着海外合作方持续推进临床开发及注册申报，这些核心产品有望在获批上市后形成销售里程碑及销售分成收入。整体来看，中国创新药出海已积累一批具备后续兑现潜力的成熟资产，未来6-12个月建议重点关注海外关键临床数据、申报上市及商业化进展带来的投资机会。

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