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疫後需求+政策層面雙修復!醫美股走強,康哲藥業(0867.HK)漲超20%領漲板塊
格隆匯12月7日丨A股市場醫美概念股集體上漲,其中,康哲藥業(0867.HK)領漲板塊,一度漲超20%。消息面上,12月2日,康哲藥業通過附屬公司康哲美麗與全球生物製藥公司Incyte(INCY.US)訂立合作和許可協議。據此,康哲美麗獲得蘆可替尼乳膏在中國、香港、澳門、台灣及東南亞11國研發、註冊及商業化產品的獨家許可權。蘆可替尼乳膏為局部外用JAK抑制劑,用於治療自身免疫性炎症皮膚病。對於整個醫美行業來説,機構目前普遍認為,隨着各地疫情防控政策的持續優化,線下人流將逐漸恢復,帶動醫美行業線下消費快速修復。此外,11月29日慶元縣市場監督管理局發佈《醫療美容消費服務合同(示範文本)》(徵求意見稿),業內人士稱,示範文本主要從消費者權益角度出發,同時對消費者權益的表達也進行了引導,一定程度上保護了醫療美容機構的合理權益,體現政策的公正公平性,對醫療美容行業發展積極引導,呵護正規頭部企業發展。因此,目前處於疫後醫美板塊需求和政策層面雙修復時期。

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