投资逻辑本周医药板块创新药表现依旧强劲,一方面康方生物/三生制药为代表的PD-1/VEGF 相关标的持续高景气,同时往具备潜力早研管线的中小型biotech 外溢,另一方面中国生物制药/翰森制药/石药集团/信立泰为代表的pharma 表现同样亮眼。历经十批仿制药集采后,头部pharma 集采风险逐步出清,在强大的研发&临床资源下,具备全球竞争力的创新药管线崭露头角。本周中国生物制药发布公告,将以5...
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