中信建投证券研究发展部医药大健康研究团队一周核心推荐逻辑精选如下:医药行业周度复盘医疗器械观点更新:业绩拐点已现,估值有望持续修复规范中成长,夯实长期基础《医药行业周度复盘》回顾医药行业周度表现,本周制药行业表现较好,恒瑞医药、石药集团及乐普生物海外授权取得积极进展,康方生物和海思科的产品管线迎来NDA申报或获批上市。近期医疗器械行业估值修复、多支个股上涨,建议关注行业业绩拐点和国际化投资机会,...
Source Link中信建投证券研究发展部医药大健康研究团队一周核心推荐逻辑精选如下:医药行业周度复盘医疗器械观点更新:业绩拐点已现,估值有望持续修复规范中成长,夯实长期基础《医药行业周度复盘》回顾医药行业周度表现,本周制药行业表现较好,恒瑞医药、石药集团及乐普生物海外授权取得积极进展,康方生物和海思科的产品管线迎来NDA申报或获批上市。近期医疗器械行业估值修复、多支个股上涨,建议关注行业业绩拐点和国际化投资机会,...
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