本期投资提示:海外医药:港股医药中报前瞻—子行业分化明显,创新药持续销售放量港股医药中报前瞻:创新药:商业化持续放量,部分公司有望迎来盈利拐点。创新药板块,我们预计1H25 收入同比增速大于等于40%的公司包括:百济神州、信达生物、康方生物、荣昌生物,以及诺诚健华,主要由于核心产品的商业化销售放量。此外,随着销售放量,部分公司有望实现盈利,例如百济神州、信达生物。此外,部分公司由于处置资产影响,...
Source Link本期投资提示:海外医药:港股医药中报前瞻—子行业分化明显,创新药持续销售放量港股医药中报前瞻:创新药:商业化持续放量,部分公司有望迎来盈利拐点。创新药板块,我们预计1H25 收入同比增速大于等于40%的公司包括:百济神州、信达生物、康方生物、荣昌生物,以及诺诚健华,主要由于核心产品的商业化销售放量。此外,随着销售放量,部分公司有望实现盈利,例如百济神州、信达生物。此外,部分公司由于处置资产影响,...
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