貝達藥業跌超19%，創新藥ETF下跌
格隆匯5月30日丨創新藥板塊盤中持續走低，貝達藥業跌超19%，科倫藥業跌超5%，亞虹醫藥、華潤三九跌超3%。
ETF方面，廣發基金創新藥ETF、建信基金創新藥50ETF、南方基金創新藥指ETF、銀華基金創新藥ETF、創新藥ETF易方達、工銀瑞信基金創新藥產業ETF、摩根基金創新藥企ETF跌超1%，5月以來跌近4%。
創新藥ETF跟蹤的是中證創新藥產業指數，該指數從滬深市場主營業務涉及創新藥研發的上市公司證券中，選取不超過50只最具代表性上市公司證券作為指數樣本，以反映滬深市場創新藥產業上市公司證券的整體表現，指數前十大權重股包含恒瑞醫藥、藥明康德、智飛生物、長春高新、沃森生物、泰格醫藥等。
目前場內有7只創新藥ETF，其中銀華基金創新藥ETF最新規模81.52億，廣發基金創新藥ETF最新規模33.5億，是市場上規模最大的兩隻創新藥ETF。
創新藥下跌，消息面上，近期市面上流出的一份會議紀要顯示，康諾亞自主研發的1類新藥CM310治療中重度特應性皮炎（簡稱：AD）的III期臨牀數據已在2023年3月份揭盲，達到主要終點。但康諾亞在5月中旬與監管機構溝通後，監管方面要求康諾亞補充長期、大樣本人羣數據。換言之，CM310的上市申請將被延後。
從創新藥上市公司的業績來看（以A+H生物醫藥行業490家上市公司為樣本數據，一季報數據僅包含A股上市公司），創新藥子行業2022年實現營收總額1260億元，同比增長2.3%；實現歸母淨虧損279.9億元。2023年一季度實現營收總額86.7億元，同比增長9.1%；實現歸母淨利潤為1.6億元。
國信證券指出，創新藥公司2022年～2023年一季度的銷售仍受到疫情反覆的一定影響，集採對存量仿製藥業務的影響逐步消退，創新藥進入醫保後快速放量，預計2023年營收增速將會回升。
2023年ASCO大會將在美東時間6月2日-6月5日舉行，一批海外及中國企業將於大會上發佈重要臨牀數據。中信建投認為，ASCO是廣受關注的全球臨牀腫瘤學大會，其數據發佈具有較高的行業影響力，本次ASCO大會從口頭報吿構成看，單抗和小分子依然為主流，ADC則繼續崛起，成為第三大品類，看好創新藥產業技術驅動週期。
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