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超跌反彈?港股生物醫藥股走強,泰格醫藥和昭衍新藥漲超6%
格隆匯1月12日丨港股生物醫藥股今日集體反彈,其中,康諾亞漲超7%,昭衍新藥、泰格醫藥漲超6%,藥明生物漲5%,歌禮制藥、金斯瑞、藥明康德、方達控股漲超4%,藥明巨諾、君實生物漲超2%。此前,受到國際形勢、市場風格變化等多方面的影響,創新藥、CXO板塊出現了較大幅度的調整。近日,國信證券發研報稱,關注回調充分、且具備全球創新能力的優質創新藥、CXO公司。該行指出,2022年1月,新版醫保目錄落地執行,醫保支付水平基本明晰。醫保談判常態化後,創新藥可通過進入醫保而迅速實現商業化。國內頭部創新藥企業已經逐漸從biotech向biopharma轉變,其商業化能力已得到一定驗證;同時,創新藥研發管線中的分子具備差異化、全球BIC/FIC潛力,且有海外商業化前景的公司也值得重點關注。另一方面,作為研發、生產的“賣水人”,CXO的核心關鍵所用在於高效、低成本地幫助藥企加快研發及生產效率,本土CXO正加快國際化佈局,在海外各地佈局建設研發及生產基地,加速“本地化”進程;當前行業景氣度不減。

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