Zhitong Finance App learned that innovative drug concept stocks continued to be adjusted. As of press release, Lepu Biotech (02157) fell 3.91% to HK$38.05; Rongchang Biotech (09995) fell 2.69% to HK$72.4; Cinda Biotech (01801) fell 2.23% to HK$92.25; and CSP Pharmaceuticals (01093) was 2.05% to HK$8.59.
According to the news, on-site negotiations and price negotiations for the 2026 national talks have come to an end, and the waiting period for the results has officially entered. The new version of the National Basic Medical Insurance Drug Catalogue and the Commercial Insurance Innovative Drug Catalogue is expected to be officially announced in November and implemented uniformly from January 1, 2027. Furthermore, energy supply risks have heated up dramatically, 10-year US Treasury yields have climbed to a three-year high, and the probability that the Federal Reserve will raise interest rates by 25 BP next week has risen to about 70% in market pricing.
Analysts pointed out that recent adjustments in the innovative drug sector are mainly affected by factors such as repeated overseas interest rate expectations, concerns about rising oil prices driving up inflation, disturbances in clinical risk events, and rotation in funding styles. Short-term mood swings will not change the pace of industry-side clinical promotion and technology iteration. As international oncology conferences such as WCLC approach, clinical data on a number of domestically produced dual antibodies, ADCs and combination therapies will be centrally disclosed, and the market may refocus on the efficacy verification and global competitiveness of China's innovative assets.