创新药大牛市继续,最受益也是中国最强的创新药龙头,没有之一!

价值事务所
Jun 24, 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1894篇原创文章”近期创新药的行情大家都看到了,这轮创新药牛市最核心的推手其实就是之前所长同大家讲的License-out。2018、2019年的时候,跨国大药企从中国药企引进的高价值交易创新药交易(首付款在5000万美金以上被称为高价值)的占比还是...

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