以下文章来源于E药资本界,作者CM10医药研究中心明明有多款拿得出手的重磅产品,市场对和黄医药却没那么买账?资深分析师:尧 今编审:苏 叶投资有时很魔幻,充满认知张力。比如在港股创新药板块,和黄医药的境遇便一度令投资者费解。作为一家风险可控的企业,它手握国产“替尼三将”(呋喹替尼、赛沃替尼、索凡替尼),核心产品呋喹替尼、赛沃替尼国内市占率稳居第一,账上趴着8亿美元现金(超50亿元),是港股...
Source Link以下文章来源于E药资本界,作者CM10医药研究中心明明有多款拿得出手的重磅产品,市场对和黄医药却没那么买账?资深分析师:尧 今编审:苏 叶投资有时很魔幻,充满认知张力。比如在港股创新药板块,和黄医药的境遇便一度令投资者费解。作为一家风险可控的企业,它手握国产“替尼三将”(呋喹替尼、赛沃替尼、索凡替尼),核心产品呋喹替尼、赛沃替尼国内市占率稳居第一,账上趴着8亿美元现金(超50亿元),是港股...
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