国泰海通证券:持续推荐创新药 加大对Pharma的推荐

东方财富
10 Jun

国泰海通证券研报表示,近期BD催化不断,创新药出海逻辑稳健,行情有望持续。持续推荐创新药,同时加大对Pharma的推荐。创新药高景气,持续推荐价值有望迎来重估的仿转创Pharma;持续推荐创新管线逐步兑现、业绩进入放量期的Biopharma/Biotech;推荐盈利增速拐点逐渐体现的CXO。全文如下国泰海通|医药:持续推荐创新药,加大对Pharma的推荐报告导读:近期BD催化不断,持续推荐创新药,...

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