老虎资讯综合07-20
7月20日，生物医药股板块走强，荣昌生物、药明合联、康诺亚-B涨近8%，君实生物涨近7%，康方生物涨近6%，药明生物涨近5%。
消息面上，创新药板块近期迎来多重催化。一方面，政策端持续释放支持信号，国务院发布《国民健康“十五五”规划》，提出加强创新药和医疗器械全链条支持，优化创新药及临床急需药品审评审批机制，进一步完善创新药发展环境。
另一方面，国产创新药商业化和海外授权进展持续受到关注，工信部数据显示，今年上半年共有38款创新药获批上市，其中国产创新药占比超过80%。
随着下半年全球医学会议密集召开，包括WCLC、ESMO、ASH等重要学术会议，部分创新药企业核心管线的临床数据将陆续披露，市场关注重点重新回到研发进展和商业化兑现能力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
