高瓴百济,一别两宽

医曜
May 28, 2025

本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。“时间的朋友”高瓴,正式退出百济神州5%以上股东的行列。从2023年首次减持至今,高瓴在百济神州的持股由2022年的11.02%骤降至4.89%。作为百济神州最早的机构投资者,高瓴陪伴这家药企从初创到三地上市,累计注资超13亿美元,彼此的关系早已超越普通财务投资范畴。高瓴大幅减仓,不是简单的资本套利,而是折射出中国生物医药行业在全球化...

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