今日盘中,港股上市的先声药业(02096)股价大涨5.04%,引发市场关注。这一涨势与近期港股创新药企业绩普遍向好的趋势相吻合。
据市场消息,近期多家港股创新药企发布的2024年财报显示业绩集体爆发。例如,信达生物(01801.HK)在非国际财务报告准则下首次实现盈利;三生制药(01530.HK)净利润同比增长34.9%;中国生物制药(01177.HK)净利润同比增长33.5%。这些利好业绩推动了整个创新药板块的上涨。
此外,即将于2025年4月25日至30日在美国芝加哥举行的美国癌症研究协会(AACR)年会也成为市场关注的焦点。多家港股创新药企将在会上公布最新的临床数据,这可能进一步带动医药股热度。长期来看,国家医保局计划推出的首版丙类药品目录也可能为高值创新药提供新的支付途径,为板块带来持续利好。在多重利好因素推动下,预计创新药板块有望持续受到资金青睐。
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