智通财经APP获悉，创新药概念股延续跌势，截至发稿，金斯瑞生物科技(01548)跌15.66%，报30.16港元；歌礼制药-B(01672)跌7.68%，报4.39港元；荣昌生物(09995)跌5.46%，报62.3港元；康诺亚-B(02162)跌4.88%，报63.3港元。
消息面上，在此次ESMO大会上，有部分药物数据不及预期。康诺亚CLDN18.2 ADC的全球III期，OS获益亮眼但双主要终点里的PFS未达统计学显著，在同靶点横向对比里不占上风。另有一款HER2 ADC全球III期达到主要终点PFS，但潜在获益有限。市场人士表示，不可忽视创新药研发风险。
值得注意的是，美国财政部于10月22日公布COINS Act实施拟议规则，拟将生物技术纳入对外投资限制。分析指出，美国COINS法案拟议规则虽扩大技术覆盖范围，但明确纯现金License-out不受限，主流BD模式基本畅通。政策实质是收紧股权类合作，而非阻断产品出海。
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