2025年医药生物行业中期策略报告:坚定信心 向“新”而行

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Jun 26

1. 主要观点创新药械赛道:创新药板块迎商业化收获期,2024年多家企业亏损显著收窄,双/多抗类药物、放射性药物、抗体偶联药物(ADC)、基因疗法等方向研发热度高;2025Q1医疗设备招投标整体呈现大幅增长趋势;出海及授权交易:授权交易数量、金额增长,2024年创新药License-out交易数量及金额再创新高;医药新消费崛起:居民健康意识明显增强,健康消费潜力巨大,我国健康消费表现出消费支出水平...

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