【中信建投：出海迎来新机会，持续看好创新药行业】金十数据2月24日讯，中信建投研报称，在政策上，集采与医保谈判常态化，商保带来潜在增量，对创新药的支持力度有望进一步增加。在技术上，全球ADC药物2023年销售额达104亿美元，中国相关公司加速ADC布局与推进，逐渐迎来收获期；GLP-1减重赛道发展成熟，竞争从单一减重升级到多重获益，新靶点存在潜在出海机会；IO多抗赛道AK112率先实现突破，TCE技术从血液瘤走向实体瘤和自免。我国创新药全球竞争力持续增强。国家政策鼓励创新药发展，新技术推动行业快速发展，出海迎来新机会，我们持续看好创新药行业。
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