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CDE發佈腫瘤藥物新規 港A市場CRO概念股全線大跌
格隆匯7月6日丨港A市場CRO概念股全線下跌。A股美迪西跌超8%,泰格醫藥跌超7%,藥明康德和昭衍新藥跌超4%;港股藥明生物跌近9%,泰格醫藥和方達控股跌超6%,康龍化成和藥明康德跌超4%。國家藥品監督管理局藥品審評中心(CDE)7月2日發佈“關於公開徵求《以臨牀價值為導向的抗腫瘤藥物臨牀研發指導原則》意見的通知”,市場分析人士普遍解讀成利空。部分市場人士認為,《指導原則》對進行me-too、me better類藥物研發的企業提出了更高的要求,而作為它們下游研發外包服務商的CRO行業可能面對訂單數量減少等情況,或將因此“迎來結構分化”。

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