【CXO板块，Biosecure法案更新】： 根据biocentury 3月1号文章报道： 1、众议院特别委员会计划限制H.R.7085，以免影响中国CDMO在美国运作。 The action comes as the House Select Committee on the Chinese Communist Party is planning to dial-back the Biosecure Act (H.R. 7085) so that it doesn't prevent Chinese CDMOs from operating in the U.S. 2、H.R. 7085法案发起人Mike Gallagher表示Biosecure Act法案可能会缩小范围，计划将立法聚焦在提供基因序列检测服务的企业，例如BGI。业内担心，将药明康德、药明生物等中国CDMO赶出美国将会扰乱许多药物研发项目，并且将美国企业陷入不利地位。 Gallagher is planning to focus the legislation on companies that provide genomic sequencing services, such as BGI. Industry is concerned that driving Chinese CDMOs, such as WuXi AppTec Co. Ltd.and WuXi Biologics Inc., out of the U.S. would disrupt or derail a number of drug development programs and put U.S. companies at a competitive disadvantage 3、关于H.R.7085的听证会“Growing Stakes: The Bioeconomy and National Security”将于3月7日举行。 4、参议院委员会自身共和党参议院Rand Paul强烈发对该法案，部分因为他认为国会不应该针对特定公司。 Sen. Rand Paul (R-Ky.), the ranking Republican on the committee, strongly opposes the bill as drafted, in part because he believes Congress should not target specific companies. 5、我们咨询了相关专家，法案公布后，MNC项目正常接单/运营，叠加投融资逐步改善，建议把握板块反弹机会，推荐标的：药明康德、凯莱英、九洲药业等。 ---------------------------------------------- 搞了半天，药明系又成“友军”了，美丽国要对付的原来是华大系啊。国内资本为啥总被华尔街牵着鼻子走呢？$药明康德(SH603259)$$药明生物(02269)$$华大基因(SZ300676)$