智通财经APP获悉，创新药概念走势强劲，截至发稿，乐普生物-B(02157)涨18.13%，报4.3港元；来凯医药-B(02105)涨16.74%，报10.88港元；康方生物(09926)涨11.6%，报82.75港元；和铂医药-B(02142)涨11.9%，报7.24港元；信达生物(01801)涨9.73%，报47.95港元。
天风证券指出，市场对医药产业的远期竞争优势充满信心，对于过程的曲折程度亦有相当的准备，具备全球竞争优势的创新药及相关产业链，仍是大家看好的方向，且内需消费的相对确定性在提升。 坚守中国创新药(好东西不愁卖)，短期可关注国产替代受益品种(血液制品等)和内需产品(医疗服务等)。兴业证券认为，近期，创新药领域催化剂不断，包括海外授权、国内政策和临床数据进展等。预计和去年相比今年国产创新药重要数据将较多，有望为创新药板块带来正面催化。
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