Understanding the Market | The innovative drug concept is gaining strength again, driven by favorable policies and BD expectations. Institutions say the current valuation of the sector remains attractive
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The concept of innovative drugs has strengthened again, with LEPU BIO-B rising by 11.15%, AKESO rising by 9.92%, and KEYMED BIO-B rising by 8.7%. The National Healthcare Security Administration has launched the 11th batch of centralized drug procurement, excluding innovative drugs from the centralized procurement. Zhongyou Securities pointed out that the License out amount for innovative drugs has approached USD 66 billion, and under the dual drive of policies and funding, the innovative drug sector is expected to continue to strengthen. Jiayuan International believes that the current valuation remains attractive
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