中国创新药重塑全球产业格局。中国创新药企正在用类似Deepseek的路径重塑全球医药创新格局,即用更低的成本、更高的效率创造相同甚至更好的创新成果,这主要体现在海外MNC争相抢购中国创新资产。同时部分创新药已在全球市场取得商业化突破,国产创新药已有超10亿美元收入的产品。国内药企的竞争以及政策的利好也加速了创新药行业量变到质变的积累.我们认为在1)创新药BD热潮持续;2)商业化迎来突破;3)支持...
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