汇丰研究报告指，内地制药行业年初至今表现超过市场，但料主要的“摇钱树产品”表现将由于医疗保险压力而持续下降。不过，该行预期在2025年美国临床肿瘤学会(ASCO)年会上，龙头制药公司的早期资产将会有令人鼓舞的结果，特别是抗体药物偶联物(ADC)及双特异性抗体(bsAb)，相信将可推动新一轮的对外授权合作(BD)，预付款及交易规模会更高，结合国内创新药物加速上市，有助于今年下半年推高股价。股份方面，...
Source Link汇丰研究报告指，内地制药行业年初至今表现超过市场，但料主要的“摇钱树产品”表现将由于医疗保险压力而持续下降。不过，该行预期在2025年美国临床肿瘤学会(ASCO)年会上，龙头制药公司的早期资产将会有令人鼓舞的结果，特别是抗体药物偶联物(ADC)及双特异性抗体(bsAb)，相信将可推动新一轮的对外授权合作(BD)，预付款及交易规模会更高，结合国内创新药物加速上市，有助于今年下半年推高股价。股份方面，...
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