医药生物行业周报:医药行业周度复盘

中信建投证券
Aug 11

核心观点:回顾医药行业周度表现,本周制药行业震荡调整,第十一批集采55个拟采购品种中,平均每个品种有15家企业,有3个品种的企业超过40家;百济神州发布2025Q2业绩报告,H1实现扭亏为盈;迪哲医药DZD8586获FDA“快速通道认定”;乐普生物发布H1正面盈利公告。高值耗材和脑机接口部分公司本周表现较好,受益于事件催化或估值修复:赛诺医疗全球首款自膨式颅内药物涂层支架获FDA突破性医疗器械认定...

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