港股异动 | 泰格医药(03347)涨超9%领涨CRO概念 制药行业向创新药转型 生物医药投融资逐步回暖
CRO概念股集体走高，截至发稿，泰格医药(03347)涨8.8%，报30.3港元；昭衍新药(06127)涨6.43%，报8.77港元；药明生物(02269)涨6.59%，报14.24港元；昭衍新药(06127)涨6.43%，报8.77港元；药明康德(02359)涨3.56%，报36.4港元。
东吴证券指出，全球CRO市场稳步扩容。其中，中国CRO市场增速高于全球，而临床CRO市场扩容明显。该行指出，中国制药行业逐步由生产销售仿制药向创新药转型，研发难度加大，扩大CRO需求。药政部门对创新药发展提出更高要求，更高研发风险下临床CRO作用将日益凸显。此外，仿制药研发需求强劲，其中仿制药验证性临床试验数量激增带来新需求；生物医药投融资正慢慢回暖，药物研发需求将有望得到充分释放。
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