Chinese Biopharma Stocks Rally on Reports of Potential US Licensing Exemptions

Key Facts

1Chinese biopharma stocks rose following reports that the U.S. may allow most drug licensing deals with Chinese firms to continue.

2Akeso shares jumped 8% while Innovent Biologics rose 7% during Monday's trading session.

In a move reflecting a nuanced shift in U.S. trade policy toward critical sectors, Chinese biopharma stocks rallied significantly. According to reports, the U.S. government is considering a distinct regulatory track for biotechnology compared to sensitive sectors like AI and semiconductors, potentially allowing most drug licensing deals to proceed. This development is seen as a vital step in preserving cross-border licensing revenue streams that are crucial for the sector's growth.

Market reaction was swift during Monday's session, with Akeso shares jumping 8% and Innovent Biologics rising 7%. Per market data, Innovent Biologics (9926.HK) stood at 90.5 HKD as of the September 18, 2026 close, having reached a day high of 93.45 HKD. Meanwhile, IVBXF was priced at 12.36 USD as of its September 17, 2026 close, reflecting the broader positive sentiment in the industry following the regulatory news.

Traders are now watching for official confirmation of these exemptions and their long-term impact on healthcare investment. Recent economic data from China showed Industrial Production grew by 5.2% YoY on September 15, 2026, beating the 4.8% forecast. With no immediate sector-specific catalysts in the upcoming calendar, market participants are monitoring technical levels for 9926.HK, which saw a recent day low of 90.3 HKD.