百济神州,正在走安进曾经的路

Ofweek维科网
07 Mar

本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。随着百济神州2024年财报的披露,其再次向市场深化了“创新药一哥”的定位。无论是成功出海,还是泽布替尼的爆发,百济神州都属于国内独一档的存在,相信这是绝大部分创新药投资者的共识。然而,投资并非简单的比大小,而是一场概率博弈游戏,再优秀的公司如果没有好的价格也是难以赚钱的,而价格因素也正是市场对于百济神州最大的分歧所在。百济神州当下的...

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