Core Viewpoint - After a significant drop, Hong Kong's innovative drug concept stocks rebounded across the board, indicating market resilience and potential growth in the biotech sector [1] Company Performance - As of the report, 康宁杰瑞制药-B (CureVac) surged over 14%, 和黄医药 (Hutchison China MediTech) increased by over 6%, while 再鼎医药 (Zai Lab) and 乐普生物B (Lepu Biopharma) rose by over 5%, and 加科思-B (Janssen) gained over 4% [1] Market Sentiment - Several pharmaceutical companies acknowledged rumors regarding potential restrictions from the U.S. on innovative drugs from China but believe these rumors do not currently impact the expectations for Chinese innovative drugs entering international markets [1] Industry Outlook - Market analysts predict that leading biotech companies such as 百济神州 (BeiGene) and 信达生物 (Innovent Biologics) are expected to reach a profitability inflection point by 2025, with prospects for sustained high growth [1] - With improvements in industrial capabilities and product line expansions, it is anticipated that more biotech firms will enter a profitability cycle in the future [1]
港股创新药概念股全线反弹,多家药企回应美国设限传闻不影响出海预期