氨基观察-CXO组原创出品作者 | 武月CRO龙头昭衍新药已经接近翻倍了,7月份的涨幅则超过50%。原因无他,市场看到了CXO复苏的信号,昭衍新药靠着囤猴又成功扭亏为盈。根据中报预告,尽管因为价格战等因素,其实验室服务业务依然亏损,但生物资产公允价值变动收益为0.7亿-1.1亿元。简单来说,猴子又值钱了。虽说昭衍新药认为猴子市价变动不大,主要是“自然生长”带来的价值增长,但益诺思和美迪西在近期的...
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