创新药赛道“狂飙”,如何跟上节奏?

万家基金
23 Jul

本周,创新药板块延续了强劲的势头,昨天港股通创新药指数更是创下了年内新高,引发了投资者关注。消息面上,近期,第十一批国家集采正式启动,本次集采聚焦临床成熟老药,明确“新药不集采、集采非新药”原则,保护了医药产业的创新积极性。总体来看,创新药产业经过近十年积累,成果开始显现并获得国际市场认可。板块历经四年回调后,估值已具备较好吸引力。当前创新药产业正处于政策面与基本面双重驱动期,板块迎来价值重估,...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10