近两周时间,创新药保持震荡的格局,每当创新药在震荡回调阶段,市场上对创新药的讨论就多了起来,大多数声音都是保持质疑不看好的,因为今年内涨的太多了。例如,恒生创新药(159316)自3月份上市以来,已涨超60%。但涨的多往往不是行情结束的理由,而是要关注接下来的逻辑发生改变没有,若中长线的逻辑还没改变,那有回调还是值得上车的行情,因为这是未来几年内跨国药企需要解决的药品管线不足的问题。跨国药企比市场...
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