事件及点评8月6日,包括乐普生物、百济神州等头部医药企业发布2025年第二季度财务数据公告,半年度盈利转正。在进一步更新的全年业绩预测中百济神州特别提及GAAP(美国通用会计准则)净利润全年为正,且全年自由现金流为正,市场对板块盈利有望上调。目前已进入中报披露高峰期,伴随国产创新药大额BD交易持续,利好政策逐步落实,医药底部子行业均呈现反转特征。7月医药生物(申万一级)的各二级行业中,所有子行业均...
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