港股异动 | 创新药概念股涨势延续 美银指近期三项重磅合作强化板块动能 ESMO有望带来密集催化

智通财经
Oct 06

智通财经APP获悉,创新药概念股涨势延续,截至发稿,康希诺生物(06185)涨12.75%,报40.14港元;歌礼制药-B(01672)涨9.39%,报8.915港元;中国生物制药(01177)涨4.77%,报5.815港元;康方生物(09926)涨3.87%,报110.1港元。

消息面上,近日,恒瑞医药将GLP-1/GIP双受体激动剂HRS-1596有偿许可给诺和诺德,潜在总交易额最高达26亿美元;阿斯利康将出资20亿美元对康方生物海外合作伙伴Summit进行战略股权投资;中国生物制药与STADA达成生物类似药战略合作,授予STADA在欧盟、瑞士、英国及独联体市场对pembrolizumab生物类似药TQB3570的独家商业化权利。美银证券发布研报称,中国医药/生物科技近期三项合作强化板块动能

渤海证券表示,近期AI制药催化密集,行业焦点逐步从模型能力转向湿实验验证效率等方面,建议关注AI制药相关基因合成、蛋白表达、试剂耗材、动物模型及临床试验等细分赛道的投资机遇。同时,2026年ESMO年会即将召开,优异临床数据有望读出,带来板块密集催化,建议关注创新药、CXO及生命科学上游产业链等的投资机遇。

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