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港股異動丨政策利好刺激,創新藥概念繼續活躍,華昊中天醫藥升超16%,再鼎醫藥升超5%
政策利好刺激,港股市場創新藥概念股今日繼續活躍,其中,華昊中天醫藥-B升超16%,康方生物升超7%,科倫博泰生物-B升超6%,再鼎醫藥、藥明合聯升超5%,諾誠健華、先聲藥業、信達生物、康諾亞-B、博安生物升超3%。7月1日,國家醫保局、國家衞生健康委聯合印發《支持創新藥高質量發展的若干措施》。花旗點評稱,這是兩個政府部門首次聯合出台支持藥物差異化創新的政策。該政策旨在支持創新藥物全價值鏈,包括創新藥研發、醫院准入及多元化支付方式。這也是國家醫療保障局首次提出與藥企共享醫療保險數據以支持研發。花旗持續看到中國政府對創新藥發展的承諾,預計2025年下半年,創新藥物和生物技術板塊將迎來多重催化劑,包括商業合作、加速監管審批及有利的定價環境,且商業保險對醫療體系的增量支付也將推動行業發展。

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