亚盛医药,下一颗“重磅炸弹”呼之欲出

制药界
Jun 04, 2025

本轮创新药行情的强力反转,本质上是“BIC+全球化”的胜利。以一款在同类药物中具备“BIC”实力的重磅管线,通过对外大额BD交易的方式,构筑直达全球创新药市场的康庄大道,这是在本轮创新药行业下行周期中,那些仍然保持股价与基本面坚挺的少数创新药企业,几乎共同遵循的成功范式。一款具有“BIC”实力的世界级大药,足以改变一家创新药企业的发展轨迹。以亚盛医药为例,2024年,其首个成功上市的小分子药物、...

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