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中文(ZH) 医药圈最强“奥斯卡”也没救回股价,创新药被彻底抛弃了么

Chinese drug stocks tumble despite strong ASCO clinical data

Chinese innovative drug companies presented strong clinical research at the American Society of Clinical Oncology (ASCO) meeting, yet their stock prices continued to fall. Despite high-quality data, including significant advancements in areas like ADC+IO combination therapies, the market has not responded positively. Factors such as a shift in investor focus to tech sectors, geopolitical tensions, and stricter global market standards are contributing to this disconnect, prompting a re-evaluation of the investment value of these companies. AI

RANK_REASON The article discusses market reactions and industry sentiment regarding clinical trial results, rather than announcing a new release or breakthrough.

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    The pharmaceutical industry's strongest "Oscars" couldn't save stock prices, have innovative drugs been completely abandoned?

    <p>文|胡香赟</p> <p>编辑|海若镜</p> <p>基本面向上、股价向下,是近期创新药板块的真实写照。</p> <p>6月以来,股市创新药板块延续跌势。上周,在全球肿瘤临床权威“风向标”的美国临床肿瘤学会(ASCO)上,多家中国创新药企公布了高价值的临床研究成果,但却未能成为扭转行情的催化剂。</p> <p>既往,ASCO上公布的新药临床研究进展是影响创新药企股价的关键变量。当下,随着BD出海热潮,ASCO又被赋予了“集中检验新药资产成色”的意义,因为“没人敢在ASCO上数据造假”。</p> <p>尤其是,中国创新药企今年带去ASCO的成果堪称历…