狂暴牛市中,近200亿美元BD炸翻天,转型最成功的创新药龙头之一

价值事务所
Jun 11, 2025

点击上方‘价值事务所’可关注并“星标”本号。文章仅记录《价值事务所》思想,不构成投资建议,作者没有群、不收费荐股、不代客理财。“这是价值事务所的第1884篇原创文章”在《价值事务所》此前的文章“暴跌整整4年,创新药终迎牛市,这只是刚刚开始!”中所长详细介绍了近期创新药牛市的逻辑,是的,创新药行业其实已经身处牛市中了,港股的创新药板块都已经走牛了大半年,只是很多人没有察觉到而已【下图为恒生医药(...

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