智通财经APP获悉，创新药股延续涨势，截至发稿，再鼎医药(09688)涨6.26%，报20.04港元；云顶新耀(01952)涨5.62%，报35.7港元；映恩生物-B(09606)涨5.28%，报177.50港元；康方生物(09926)涨3.94%，报95港元。
消息面上，2026欧洲肿瘤内科学会（ESMO）年会将于10月23-27日在马德里举办，本届大会共有29项国产创新药研究入选突破性摘要LBA，占全部LBA约三分之一，5项进入主席研讨会，覆盖ADC、双抗、靶向药等前沿赛道，多家港股创新药企业将披露关键III期临床数据。
此外，近期平台型BD接连落地继续传递信心，10月19日，翰森制药宣布再度与罗氏达成ADC多项目战略合作，首付款及一周年付款合计5.1亿美元，潜在里程碑付款超150亿美元；同日剂泰科技宣布与礼来就AI驱动肝外LNP递送平台达成合作，首付逾千万美元，总额最高11亿美元。国金证券认为，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。
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