券商观点|创新药行业专题研究报告:创新突破,出海拓疆

同花顺iNews
Jun 05

2025年6月5日,东吴证券发布了一篇医药生物行业的研究报告,报告指出,创新突破,出海拓疆。报告具体内容如下:三大因素共振,2025年为创新药至少3年行情的元年。其一创新药重磅BD有序落地,首付款屡创新高。MNC从外部购买分子,中国的占比从2017年的0%约提升至42%,美国成为中国BD出海的最活跃市场之一,三生制药PD1/VEGF双抗与辉瑞首付款高达12.5亿美金,再创创新药与MNC合作纪录。...

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