今日药明生物(02269)盘中一度大涨6.82%,引起市场广泛关注。回顾近期相关新闻报道,其主要涨升原因如下:
一是CRO概念股获资金热捧。第43届JPM大会吸引近30家中国创新药企业参与,体现了中国医药创新研发实力的提升。市场预期2025年医药行业将迎来更多创新药上市,以及CXO项目合作落地,带动药明生物等CRO概念股上涨。
二是海内外生物医药投融资活动回暖。华创证券指出,海外生物医药投融资连续数季度回暖,海外需求或进入向上周期;国内生物医药投融资也有望筑底回升,国内需求或触底反弹,为药明生物等公司带来更多业务机会和收入来源。
三是监管政策利好。有消息称国家医保局将在2025年内发布第一版医保丙类目录,有望优先纳入国谈中通过形式审查及专家评审但尚未入医保的药品,如CAR-T、ADC等创新药品,将为药明生物这类CRO公司带来更广阔的市场前景。
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