医药行业周报:创新药行业最新观点及核心标的更新

中信建投证券
27 Jul

核心观点:中国诸多创新药资产近年来逐步进入全球视野,临床数据在各类学术会议上占据越发重要的地位,BD授权金额及数量持续攀升,全球影响力持续扩大。伴随着临床数据的驱动以及持续强化的BD预期的催化,创新药板块在25H1迎来一轮估值的修复,越来越多中国资产的全球价值开始获得认同。信达生物核心肿瘤管线资产IBI363(PD1/IL2α)在实体瘤上有望实现“热”肿瘤超越+“冷”肿瘤突破,具备超重磅炸弹潜力。...

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