1. 创新药出海是产业趋势,注意结构分化,优中选优9月10日《纽约时报》发文,一项草拟的行政令将限制美国制药企业从中国企业授权获得新药。根据医药魔方数据,2025年上半年,全球医药交易数量达456笔,同比增长32%;首付款总额达118亿美元,同比激增136%;交易总金额高达1304亿美元,同比增长58%,其中交易数量的45%流向了美国企业。市场担心该提案被通过,中国创新药研发会经历类似半导体行业的...
Source Link1. 创新药出海是产业趋势,注意结构分化,优中选优9月10日《纽约时报》发文,一项草拟的行政令将限制美国制药企业从中国企业授权获得新药。根据医药魔方数据,2025年上半年,全球医药交易数量达456笔,同比增长32%;首付款总额达118亿美元,同比激增136%;交易总金额高达1304亿美元,同比增长58%,其中交易数量的45%流向了美国企业。市场担心该提案被通过,中国创新药研发会经历类似半导体行业的...
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