2021 年8 月第四周，陆港两药地创新板块共计24 支个股上涨，16 支个股下 跌。其中涨幅前三为华领医药-B（+27.04%）、金斯瑞生物科技（+18.34%）、再 鼎医药-SB（+13.75%）。跌幅前三为瀚森制药（-21.81%）、贝达药业（-6.32%）、 云顶新耀-B（-6.12%）。本周A 股创新药板块下跌3.86%，跑输沪深300 指数 5.08pp，生物医药上涨2.02%。近6 个月A 股创新药累计下跌37.61%，跑输沪 深300 指27.83pp，生物医药累计上涨0.34%。本周港股创新药板块下跌0.97%， 跑输恒生指数3.21pp，恒生医疗保健上涨3.39%。近6个月港股创新药累计下跌 28.93%，跑输恒生指数15.81pp，恒生医疗保健累计下跌16.01%。

1 A 股和港股创新药板块本周走势............................................................................................................................................................... 1

1.1 A 股创新药板块本周走势.................................................................................................................................................................... 1

1.2 港股创新药板块本周走势................................................................................................................................................................... 2

2 8 月上市创新药一览 ..................................................................................................................................................................................... 2

2.1 国内上市创新药 .................................................................................................................................................................................... 2

2.2 美国上市创新药 .................................................................................................................................................................................... 3

2.3 欧洲上市创新药 .................................................................................................................................................................................... 4

2.4 日本上市创新药 .................................................................................................................................................................................... 5

3 本周国内外重点创新药进展...................................................................................................................................................................... 5

3.1 国内重点创新药进展概览................................................................................................................................................................... 5

3.2 海外重点创新药进展概览................................................................................................................................................................... 7

4 本周公布的重点项目临床结果 ................................................................................................................................................................. 8

5 本周国内公司和全球TOP 药企重点创新药交易进展 ........................................................................................................................ 9

6 风险提示 .......................................................................................................................................................................................................11