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郭家耀: 新經濟股遭拋售港股料下試27,000 醫藥CRO行業短期受壓
正榮金融業務部副總裁郭家耀稱,美股週四(8日)走勢向下,市場再度憂慮環球經濟放緩,債息持續下滑,道指一度急跌超過500點,收市前跌幅收窄,三大指數均錄得跌幅收市。美元走勢偏軟,美國十年期債息一度低見1.25釐水平,金價表現向好,油價低位反彈。港股預託證券大致偏軟,預料大市早段跟隨外圍低開。內地股市高開低走,滬綜指收市下跌0.7%,滬深兩市成交額進一步增加。

港股連日跌勢持續,指數逼近250天線水平,投資者繼續憂慮互聯網公司監管,新經濟股拋售壓力仍大。短期市場氣氛繼續審慎,預料指數進一步下試27,000點支持,上方阻力在28,000點附近。

另國家藥品監督管理局藥品審評中心日前發佈關於公開徵求《以臨牀價值爲導向的抗腫瘤藥物臨牀研發指導原則》的意見,指出在藥物進行臨牀對照試驗時,應儘量爲受試者提供臨牀實踐中最佳治療方式或藥物,而不應爲提高臨牀試驗成功率和試驗效率,選擇安全有效性不確定,或已被更優的藥物所替代的治療手段。二是新藥研發應以爲患者提供更優的治療選擇爲最高目標,當選擇非最優的治療作爲對照時,即使臨牀試驗達到預設研究目標,也無法說明試驗藥物可滿足臨牀中患者的實際需要,或無法證明該藥物對患者的價值。市場分析指,意見稿針對目前出現腫瘤藥物問題,提出研發更高的要求,作爲研發外包服務商的CRO行業可能面對訂單數量減少情況,影響板塊短線氣氛。

(筆者爲證監會持牌人,沒持有上述股份)~

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