医药生物行业周报:集采“反内卷” 关注受益标的

渤海证券
25 Jul

投资要点:行业要闻(1)2025 年1-6 月职工医保个人账户共济2 亿人次,共济金额261.77 亿元;(2)浦东新区人民政府办公室印发《浦东新区生物医药产业园区功能提升方案(2025—2027 年)》;(3)诺和诺德司美格鲁肽在华获批治疗慢性肾病。公司公告(1)丽珠集团:重组抗人IL-17A/F 人源化单克隆抗体注射液III 期临床试验达到主要研究终点;(2)药明生物:正面盈利预告;(3)...

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