医药生物行业海内外CXO复盘:从短期、中期、长期维度看中国CXO的全球竞争力

国信证券
Aug 04

2随着地缘政治风险的缓和、投融资的回暖及疫情高基数的消化,CXO指数在过去一年涨幅超50%,表现亮眼。在本篇报告中,我们从短期、中期、长期维度出发,对CXO板块进行了细致划分,分别对国内外的大分子CDMO、小分子CDMO、临床CRO、临床前CRO企业进行剖析,以试图理解中国CXO企业的全球竞争力。对于大分子CDMO:国内主要上市公司包括药明生物、药明合联等,海外主要上市公司包括Lonza、三星生物...

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