从易甘泰到RDC矩阵:核药龙头远大医药蓄势待发

氨基观察
Aug 21, 2025

中国头部创新药企,进入价值释放加速期。近日,备受市场瞩目的核药龙头远大医药(http://0512.HK)公布了中期财报。2025年上半年,公司上半年取得了多项重磅创新突破,经营业绩保持稳健增长,实现了营业收入的新高约61.1亿港元,其中创新壁垒产品收入占比约51%,同比提升约15个百分点,公司净利润约11.7亿港元。上半年,随着远大医药一系列创新和壁垒产品实现快速放量,公司集采影响已出清,展现出...

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