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新冠題材風口再起,創新藥ETF和疫苗ETF聯袂上攻
格隆匯 05-23 10:49

今日,翰宇藥業升超16%,眾生藥業升停,、拓新藥業、新華製藥升超5%,舒泰神、廣生堂、海辰藥業、雅本化學等跟升。

ETF方面,疫苗ETF和創新藥ETF聯袂走強,招商基金疫苗龍頭ETF升2.16%,廣發港股創新藥ETF、銀華基金創新藥ETF升1.6%,嘉實基金疫苗ETF、國泰基金創新藥滬深港ETF等跟升。

目前市面上有多隻疫苗ETF、創新藥ETF,其中規模最大的是銀華基金創新藥ETF,最新規模為83.21億元,成立於2020年3月20日,跟蹤的是中證創新藥產業指數。

銀華基金創新藥ETF前十大重倉股分別是恒瑞醫藥、藥明康德、智飛生物、沃森生物、長春高新等行業龍頭股。

近期市場持續維持縮量震盪的磨底態勢,昨日量能回到了8000億以下的低迷水平,今日板塊從大消費輪動到新冠題材,醫藥板塊目前在調整的時間和空間都不俗的背景下,湧現出高性價比機會。

消息面上,近日中國工程院院士鍾南山表示,基於seirs 模型的預測顯示,2023年新冠第二波疫情高峯發生在6月底。

鍾南山認為,一個奧密克戎感染者可傳染30多人,疫情防控戰略已經從過去的預防感染調整為現在的預防重症,因為感染是很難預防的。

目前全球8款新冠口服藥獲批上市,7款藥物處於臨牀Ⅲ期今年1月,先聲藥業、君實生物新冠口服藥獲NMPA批准上市,眾生藥業新冠口服藥3月附條件獲批上市。

另外,中國疾控中心數據顯示,截至5月上旬,XBB系列變異株在我國輸入病例中的佔比高達95.6%,與全球的XBB系列變異株佔比基本保持一致。

鍾南山表示,能覆蓋XBB變異株的疫苗有2個已經初步被批准,很快能面世。

從創新藥行業的最新動態來看,2023美國臨牀腫瘤學會(ASCO)年會將於6月2日至6日在美國舉辦,超過50家中國製藥企業將亮相本次ASCO。在ASCO發佈摘要成為驗證產品階段性成果的重要里程碑,而海外藥企的研究突破,也直接影響着我國藥品研發戰略。

近期國內創新藥企業將有大批企業披露最新臨牀數據,有望對相關標的的股價形成催化。

從政策角度來看,創新藥政策邊際轉暖,估值壓制因素消除。政策對於創新藥呈現鼓勵支持的態度,未來高臨牀價值藥物將獲得更好的商業環境。

國家藥監局藥審中心近日發佈《藥審中心加快創新藥上市許可申請審評工作規範(試行)》,將通過早期介入、研審聯動、滾動提交、核查檢驗工作前置的方式加快創新藥上市申請審評。

業內人士認為,在醫保控費的大背景下,自主創新是生物醫藥行業發展的核心主線之一。

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