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藥明生物大升14%,創新藥ETF應聲拉昇

今日,生物醫藥板塊盤中快速拉昇,藥明生物港股快速拉昇反彈6%,截至發稿,該股升幅進一步擴大16%,至現報12.76港元。

ETF方面,多隻醫藥主題的ETF應聲拉昇。創新藥ETF富國升1.87%

據悉,美國眾議院早前投票通過《生物安全法》草案的修訂版(H.R.8333),提議要求美國藥企2032年1月1日前終止與公司合作,這將為藥明生物在美國的業務提供8年過渡期。相比之前參議院版本的草案(S.3558)未提過渡期,本次眾議院版本的草案比較温和,隨後美國參議院與眾議院將協商法案細節後再提交美國總統審批。

但最新消息稱,昨晚,涉及藥明生物和藥明康德的HR8333提案在納入NDAA立法過程中受阻,或許意味着生物安全法案靴子落地。

此外,藥明生物昨日斥資1992.34萬港元回購181萬股,回購價格為每股10.98-11.08港元。

儘管大家都在擔心藥明系受法案影響,藥明生物2024年1、2月新籤項目數還在繼續增加,截至2024年3月22日,公司已新增25個新項目。

今年3月,藥明生物還宣佈上調2024年新增項目數預期,從80個增至110個。海通國際分析師認為,藥明生物上調新籤項目預期,預計2024年經調整利潤將加快增長。

隨着今年一季度生物醫藥全球投融資逐步恢復,康龍化成2024Q1新籤新單金額同比增長超過+20%,博騰股份2024Q1前端市場詢盤保持穩定增長的同時,新簽訂單呈現恢復性增長。

業內人士表示,2023年國內醫藥企業海外授權(license-out)交易顯著增長,交易金額超450億美元。在今年1月1日至2月4日僅一個多月的時間裏,國內醫藥企業license-out的交易金額已經達到了91.46億美元,體現出國際市場對國內創新藥企能力的認可。

從2024Q1全部公募基金的重倉持股中,公募基金醫藥持倉佔比為10.97%,環比下降2.60pct,醫藥持倉佔比達到自2023Q2以來最低值。拆分來看,醫藥主題基金醫藥持倉佔比為95.13%,環比下降0.35pct;剔除醫藥主題基金後醫藥持倉佔比為5.81%,環比下降1.55pct。

目前A多有多隻創新藥相關的ETF,規模最大的是銀華基金創新藥ETF,最新規模為66.72億元,跟蹤的指數是CS創新藥。

官網顯示,中證創新藥產業指數從主營業務涉及創新藥研發的上市公司證券中,選取不超過50只最具代表性上市公司證券作為指數樣本,以反映創新藥產業上市公司證券的整體表現。

從該指數的前十大成分股來看,第一大權重股是恒瑞醫藥,最新佔比為11.85%。藥明康德是第二大權重股,最新佔比為7.01%。

國金證券表示,一季度是醫藥階段性業績低點,二三季度整體拐點將來臨,醫藥主要子板塊增長將逐步恢復,預計2024年二季度到三季度醫藥將迎來行情整體轉換,由防守轉入進攻,成長性較好的板塊

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