港股異動丨CXO板塊集體上升,康龍化成藥明康德升超10%領升,海外影響醫藥行業最大不確定性有望落地
港股CXO板塊集體上升,康龍化成、藥明康德升超10%,藥明生物升超8%,泰格醫藥、凱萊英升超5%,昭衍新藥、金斯瑞升超3%。據路透社,美國立法機構修改了“限制藥明康德及中國生物科技公司的法案”,擬給予更多時間切斷生物公司之間的聯繫,該法案將要求美國公司在2032年之前結束與這些公司的合作。據一位美國國會助理證實,美國眾議院委員會(非眾議院全體大會)針對中國的《生物安全法案》(H.R.7085)計劃於5月15日在眾議院開啟投票。有機構認為,海外因素中影響醫藥行業的最大的不確定性有望落地,或給相關公司帶來正面影響,8年的時間也給CXO行業帶來緩衝機會。

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