先说说器械这个行业,其实我们一直比较关注,特别是其中的创新器械,高值耗材,科技属性高,进入壁垒高,竞争格局相对较好,跟创新药比较类似。但之前为什么一直没有下手呢?主要是器械这个行业虽然我们的进步也很大,但它总体是渐进式的进步,不是创新药那种阶跃式的进步。国内创新器械的水平还是处于fast-follow的水平,并没有全面呈现出赶英超美的态势。这个行业属性造成了两方面的结果:一是大部分所谓的高值耗材的...
Source Link先说说器械这个行业,其实我们一直比较关注,特别是其中的创新器械,高值耗材,科技属性高,进入壁垒高,竞争格局相对较好,跟创新药比较类似。但之前为什么一直没有下手呢?主要是器械这个行业虽然我们的进步也很大,但它总体是渐进式的进步,不是创新药那种阶跃式的进步。国内创新器械的水平还是处于fast-follow的水平,并没有全面呈现出赶英超美的态势。这个行业属性造成了两方面的结果:一是大部分所谓的高值耗材的...
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