汇丰研究报告表示,近日有消息指白宫正在起草一项草案,或影响中国仿制药与创新药与美国企业的对外授权业务合作(BD)。虽然具体细节尚未公布,但相关政策可能涉及对中美企业创新药物授权合作实施更严格审查,引发市场担忧。基于现有资讯而言,该行认为有关消息短期内对市场情绪的冲击,大于对行业或业务合作趋势的实质影响。此外,该行认为国内销售稳健、有强劲研发管线及已对外授权资产的龙头药业,在短期股价调整中更具防御性...
Source Link汇丰研究报告表示,近日有消息指白宫正在起草一项草案,或影响中国仿制药与创新药与美国企业的对外授权业务合作(BD)。虽然具体细节尚未公布,但相关政策可能涉及对中美企业创新药物授权合作实施更严格审查,引发市场担忧。基于现有资讯而言,该行认为有关消息短期内对市场情绪的冲击,大于对行业或业务合作趋势的实质影响。此外,该行认为国内销售稳健、有强劲研发管线及已对外授权资产的龙头药业,在短期股价调整中更具防御性...
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