醫藥板塊拉昇，港股創新藥ETF、創新藥ETF、恒生醫療ETF上升
港股生物製藥股拉昇金斯瑞生物科技升超9%。
消息面上，金斯瑞生物科技公佈，傳奇生物已向美國證監會提交6-K表格，並首次宣佈用於治療多發性骨髓瘤患者的2期CARTITUDE-2隊列D研究結果。
A股創新藥板塊繼續走強迪哲醫藥升超11%。天風證券指出，多家中國創新藥企於美國臨牀腫瘤學會(ASCO)年會發布最新成果。邏輯上看，出海兑現商業化價值，高度創新品種，交易形式靈活，有望分享歐美高支付市場。
ETF方面，匯添富基金港股通創新藥ETF、銀華基金港股創新藥ETF、廣發基金港股創新藥ETF升超2%，易方達基金創新藥ETF易方達、摩根基金創新藥企ETF、匯添富基金恒生生物科技ETF、富國基金創新藥ETF富國、南方基金恒生生物科技ETF、華夏基金醫藥衞生ETF、富國基金恒生醫療ETF、華夏基金生物科技ETF、易方達基金港股通醫藥ETF、招商基金醫藥ETF滬港深、天弘基金創新藥滬港深ETF、工銀瑞信基金創新藥產業ETF、嘉實基金恒生醫療指數ETF、銀華基金創新藥ETF升超1.5%。
醫藥板塊已經調整4年，今年以來，醫藥相關ETF跌超20%。從資金流向看，年初至今，超5億資金流入博時基金恒生醫療ETF，超3億資金流入華寶基金醫療ETF，超5億資金流出永贏基金醫療器械ETF。
目前市場上醫藥主題ETF跟蹤的指數包括，CS創新藥、CS醫藥創新、SHS創新藥、港股創新藥(CNY) 、港股通創新藥、恒生港股通醫療保健指數、恒生滬深港創新藥50、恒生醫療保健、生物醫藥、醫療保健、醫療器械、中證醫療、中證中藥等。
對於醫藥股，華福證券研報指出，上週市場繼續調整，AH醫藥均顯著跑輸大盤，醫藥指數已連續調整三週，主要系：
1.政策上，醫保局之前發佈24年集採提質擴面通知，不分領域不確定性增加，而大家期待的一些利好政策預計還在路上；
2.基本面上,2023年疫後診療過峯，4-5月仍有高基數，下半年醫藥同比增速將顯著提升；
3.情緒上，創新作為醫藥行情的矛，短期受康方生物核心產品數據誤讀影響，好在公司本週五對外公吿稱，核心依沃西對比K藥的頭對頭試驗取得結果，達到PFS的主要終點，創新情緒有所好轉。醫藥最新成交量極其低迷，上週整週佔比僅5.6%已創地量，考慮到即將進入6月，後續逐季好轉，醫藥短期調整到位，可以積極關注。具體投資方向仍看好：創新+國改+中藥+設備+原料藥方向。
民生證券表示，醫藥板塊短期調整不改基本面向上主邏輯，疊加醫藥政策邊際回暖，看好二季度末開始醫藥板塊行情。創新藥方面ASCO大會陸續披露的臨牀數據或成醫藥創新方向的關鍵性催化；繼續關注GLP-1方向，產業鏈龍頭企業的訂單陸續開始落地兑現，重點創新藥企的數據臨近關鍵性進展披露。
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