一周观点:创新药总体高增长,多家公司实现扭亏为盈通过对创新药板块已公布2024 年业绩的公司进行梳理,板块总体业绩呈现高增长趋势。从营收端看,总体呈现明显增长趋势,8 家实现了30%以上的增长,其中,百利天恒实现了936.3%高增速。从利润端看,2024 年数家创新药企实现了扭亏,包括神州细胞、百利天恒、科兴制药等,荣昌生物、百济神州、诺诚健华、康宁杰瑞制药、再鼎医药均实现亏损收窄。我们认为,政策...
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