医药生物行业2025年4月投资策略:关注出海加速的创新药以及政策支持的服务板块

国信证券股份有...
Yesterday

创新药对外授权交易加速。从2025年初以来,国产创新药企业已经完成了几十笔对外授权的交易,恒瑞医药、联邦制药、和铂医药等均与海外MNC达成了重磅交易。国产创新药的研发进度和临床数据越来越在全球范围内占到优势,创新药BD出海受关税影响较小,有望继续通过授权出海的形式实现全球的商业化价值。推荐关注具备高质量创新能力的公司:科伦博泰生物、康方生物、三生制药、康诺亚、和黄医药等。生育支持和健康消费齐发力,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10