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大行評級|招銀國際:關注創新品種醫保機遇 看好藥明康德、信達生物、科倫博泰等

招銀國際發表研究報吿指,本輪波動再次體現醫藥產業的高彈性特質,受惠於海外減息及國內宏觀環境改善,醫藥作為高彈性產業可望跑贏大市。招銀國際認為,隨着政策焦點轉向刺激經濟,醫療設備更新政策有望加快落地、創新藥支持政策亦有望在各地落實。CXO板塊預計將受惠於海外研發需求復甦,《生物安全法案》的影響或將有限。國內新一輪醫保談判即將落地,儘管醫保資金收支有一定壓力,但醫保資金支持創新藥的政策趨勢不會改變。

該行關注創新品種醫保機遇,看好藥明康德、信達生物、科倫博泰、鉅子生物、三生製藥和邁瑞醫療。

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