智通财经APP获悉，招商国际发布研报称，受惠于创新药出海交易、国内集采政策优化等积极因素，中国医药行业有望持续上涨。推荐买入三生制药(01530)、巨子生物(02367)、药明合联(02268)、固生堂(02273)、中国生物制药(01177)、信达生物(01801)。
该行认为，短期而言，由于市场对于出海交易的频次及交易规模预期较高，创新药的估值持续上升，但需理性看待股价上升机会。展望未来，该行认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。
智通财经APP获悉，招商国际发布研报称，受惠于创新药出海交易、国内集采政策优化等积极因素，中国医药行业有望持续上涨。推荐买入三生制药(01530)、巨子生物(02367)、药明合联(02268)、固生堂(02273)、中国生物制药(01177)、信达生物(01801)。
该行认为，短期而言，由于市场对于出海交易的频次及交易规模预期较高，创新药的估值持续上升，但需理性看待股价上升机会。展望未来，该行认为创新药的持续上涨动力将主要来源于海外合作伙伴对于已授权管线的临床推动。
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