汇添富基金经理张韡近期罕见分享了对创新药投资的看法。 投资作业本课代表整理了要点如下: 1、创新药板块正迎来政策扶持、产业升级与业绩兑现的“三重共振”,全球的创新周期正映射到中国市场,中国创新药出海全球,这不仅是趋势,更是现实。 2、出海不是简单的市场扩张,而是中国创新药从“跟随者”转向“引领者”的蜕变,它将是医药行业未来几年最重要的主线。 3、随着医药监管进入常态化,国内医疗需求和医疗行为正稳步...
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