Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong innovative drug stocks, particularly WuXi AppTec (2268.HK), which rose by 5.5% to HKD 68.75, marking its fourth consecutive day of increase [1] - Other notable performers include Sangamo Therapeutics, which increased by over 7%, WuXi Biologics rising by over 6%, Innovent Biologics up nearly 6%, and WuXi AppTec gaining nearly 5%, all achieving four consecutive days of growth [1] - According to a report by CMB International published in December, the trend of innovative drugs going overseas is expected to continue into 2026, with a focus on the clinical progress and data validation of pipelines that have already entered international markets [1] Group 2 - The article mentions that the recently enacted U.S. Biosecurity Act is not expected to significantly impact the operations of Chinese CXO companies, as it does not affect Medicaid and Medicare procurement and has clear definitions regarding related parties [1] - CMB International's industry outlook suggests a more conservative investment approach, emphasizing opportunities in undervalued stocks, and recommends buying Sangamo Therapeutics, Genscript Biotech, WuXi AppTec, and China National Pharmaceutical Group [1]
创新药概念股普涨，药明合联、信达生物涨超5%，连续第4日上涨