高瓴资本超级重仓!绝对是最被低估的创新药龙头,甚至没有之一!

价值事务所
05 May

点击上方‘价值事务所’可关注并“星标”本号。文章仅记录《价值事务所》思想,不构成投资建议,作者没有群、不收费荐股、不代客理财。“这是价值事务所的第1854篇原创文章”很多同学此前看不懂金斯瑞生物科技的财报,最主要的原因就在于公司有一个创新药子公司传奇生物,传奇生物虽然非常牛叉(后面会讲),但他也无法脱离创新药企的宿命,也就是常年亏损,所以,虽然金斯瑞的实际运营情况一直在不断向好,但落实到利润端就...

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