7月创新药大放光芒,其中两个大事件尤为耀眼,一是维立志博吸引超3000亿港元资金认购,上市首日大涨92%,现总市值18亿美元,燃起市场对4-1BB双抗的热情;二是Abivax单日大涨586%,其仅有一个临床阶段管线Obefazimod,凸显海内外Biotech的巨大差异,美股Biotech研发模式更为聚焦,对数据读出的反应更为强烈。与上述两家Biotech异曲同工,I-Mab是时候价值重估了。I-...
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