长城基金谭小兵:海外授权+医保政策双重驱动,创新药行业格局有望重塑

财富长城第一线
Sep 17

今年以来,创新药板块表现亮眼,成为引领市场上行的主流板块之一。不过,近期海外创新药相关消息扰动市场,整体波动有所加大。与此同时,创新药又迎政策利好,审批审批效速度加快。国家药监局正式发布《关于优化创新药临床试验审评审批有关事项的公告》,其中提到:为进一步支持以临床价值为导向的创新药研发,提高临床研发质效,对符合要求的创新药临床试验申请,在受理后30个工作日内完成审评审批。那么,行至当下,创新药板块...

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