深耕的智慧:喧嚣时代的生物医药“长期主义”

建国路128号
22 Jul

近期,在波动的市场环境中,除了康方、百利天恒、复宏汉霖等主流创新药标的股价蒸蒸日上之外,以亚虹医药为代表的一批拥有扎实管线和清晰战略的创新药企,同样也迎来了一波“价值回归”、站上阶段性新高。这一现象背后,是创新药行情整体回暖之下,部分前期超跌的Biotech迎来的“补涨”因素。不过,这也引发了市场对于这一批企业核心估值逻辑的思考。毕竟单纯的补涨往往是短暂的,能够支撑股价持续向好的,终究是企业扎实的...

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