金吾财讯 | 野村中国医药保健行业研究部主管张佳林指，今年中国医疗市场仍面对困境，等待复苏。展望未来，他指，有不少企业近年致力于拓展海外市场，同时近期以来国家医保局多次公开探讨商业健康险发展，对创新药普及有帮助。张佳林预计，在低基数及潜在需求逐步释放下，明年首季及上半年行业收入增长将重新加快，看好GLP-1新药及抗体偶联药物ADC等前景，又指行业估值处于较低水平，亦为未来的反弹提供基础，在生物科技股中较看好百济神州(06160)，认为其海外市场特别是美国地区销售表现强劲，而在CRO板块则看好药明合联(02268)的高增长潜力及合理估值。
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