工银瑞信谭冬寒:创新药出海成产业升级关键 技术代际突破铸就底气

财经网
Sep 19

时下,全球医药产业格局正在经历深刻变革,中国创新药出海已成为行业发展的关键议题。工银瑞信研究部研究总监谭冬寒指出,中国创新药出海已成为产业升级的“必选项”,这一现状的背后,具有深刻的产业逻辑和战略意义。今年以来,全球创新药交易数量与金额均呈现显著上升态势,中国正成为核心引擎。医药魔方数据显示,2025年上半年,全球医药交易数量达456笔,同比增长32%;交易总金额为1304亿美元,同比增长58%。...

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