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港股異動 | 凱萊英漲近6%領漲CRO概念,機構看好疫情後臨牀研究恢復正常節奏

智通財經APP獲悉,CRO概念股早盤普漲,截至發稿,$凱萊英(06821.HK)$漲近6%,$康龍化成(03759.HK)$漲近5%,$昭衍新藥(06127.HK)$漲超4%,$藥明生物(02269.HK)$漲超2%,$藥明康德(02359.HK)$漲近2%。

中信證券表示,臨牀CRO企業此前受到多地疫情的影響,導致項目執行有所阻礙,我們預計在經歷疫情的衝擊後,臨牀研究有望恢復正常節奏。CDMO部分企業受益於新冠藥相關訂單,在2021-2022H1營收實現大幅度增長;我們預計,後疫情時代伴隨全球性創新治療技術的突破和下遊創新需求的持續提升,國際化CXO企業將繼續保持業務的成長性。

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