(以下内容从华安证券《药品行业中期策略报告:新药审批百花齐放,重视技术赛道及产业链机会》研报附件原文摘录)短期重视IO2.0确定性,长期关注突破性技术布局内生外延双重增长逻辑。海外,IO1.0专利悬崖在即,跨国药企着重PD-1后的产品布局,ADC靶向化疗、IO2.0双抗多抗大额交易频出,中国创新药企经历折戟沉沙,创新能力获得全球认可,出现创新药集中BDout的热潮。国内,医保与集采政策显著回暖,...
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