创新药市场的爆发,源自BD交易的催化。在这种背景下,康方生物、信达生物、荣昌生物、中国生物制药、三生制药等一批创新药企业都走出了一波较大行情。尤其是康方生物,在依沃西单抗的加持下,走出了十倍行情,市值突破1400亿港元。但在创新药整体的宏大叙事下,有些老牌的创新药企业却“缺席”了,比较有代表性的就是和黄医药。如果从年内算起,这家老牌的创新药企业涨幅仅为4.39%,市值更是长期徘徊在200亿港元关口...
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