医药周观点:医药板块基本面持续向上复苏,本周继续重点关注医药领域国产替代、医美(胶原蛋白方向等)及底部优质出海标的。医药领域国产替代关注科学仪器、医疗设备(CT 等方向)、血制品(白蛋白)、医疗耗材、医药包材等。另一方面持续关注创新药板块重点品种临床数据读出、BD 等里程碑进展。1)创新药:信达生物启动了评估玛仕度肽在患有中重度阻塞性睡眠呼吸暂停且肥胖的受试者中有效性和安全性的III 期临床试验(...
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