本文转载自深蓝观作者：吴妮相比如今创新药企在资本市场的火热，CXO板块显得有些平淡。数据的对比更为直接——湘财证券研究所一组统计数据显示，年初至今创新药组合涨幅41.8%，CXO组合涨幅 10.6%，创新药组合涨幅远高于CXO组合。这似乎有些不符合逻辑。中国创新药成果的取得，离不开CXO 的助力。而在创新药企取得成果之后，复苏传导至CRO，往往存在时间差。但拐点或许已经出现。行业龙头药明康德的业绩...
Source Link本文转载自深蓝观作者：吴妮相比如今创新药企在资本市场的火热，CXO板块显得有些平淡。数据的对比更为直接——湘财证券研究所一组统计数据显示，年初至今创新药组合涨幅41.8%，CXO组合涨幅 10.6%，创新药组合涨幅远高于CXO组合。这似乎有些不符合逻辑。中国创新药成果的取得，离不开CXO 的助力。而在创新药企取得成果之后，复苏传导至CRO，往往存在时间差。但拐点或许已经出现。行业龙头药明康德的业绩...
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