招商证券国际发表报告指,针对分析过往全球销售排名前50大的重磅炸弹药物的溯源,看到其中分别有16/12款产品来自于兼并收购/商业合作,另外22款药物来自于企业自研。该行将13家全球大型药企过去二十多年所做的兼并收购进行梳理,部分依赖外部并购的企业并未通过其收购活动形成价值再造。该行指,观察到近期投资者对中国创新药物资产出海兴趣活跃,目前核心推荐标的分别为礼来制药(LLY.US) ,诺华制药(...
Source Link招商证券国际发表报告指,针对分析过往全球销售排名前50大的重磅炸弹药物的溯源,看到其中分别有16/12款产品来自于兼并收购/商业合作,另外22款药物来自于企业自研。该行将13家全球大型药企过去二十多年所做的兼并收购进行梳理,部分依赖外部并购的企业并未通过其收购活动形成价值再造。该行指,观察到近期投资者对中国创新药物资产出海兴趣活跃,目前核心推荐标的分别为礼来制药(LLY.US) ,诺华制药(...
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