(以下内容从国金证券《医药健康行业研究:创新药板块静待BD落地,降息利好上游产业链》研报附件原文摘录)投资逻辑本周创新药板块维持震荡态势,板块资金轮动加大波动。我们认为创新药产业向上趋势不变,由于海外MNC重磅单品陆续迎来专利悬崖,通过BD引进管线弥补收入缺口的战略未来有望持续。过往全球创新药产品授权合作在下半年更为密集,创新药板块行情静待后续BD持续催化。9月17日美国宣布年内首次降息,美联储...
Source Link(以下内容从国金证券《医药健康行业研究:创新药板块静待BD落地,降息利好上游产业链》研报附件原文摘录)投资逻辑本周创新药板块维持震荡态势,板块资金轮动加大波动。我们认为创新药产业向上趋势不变,由于海外MNC重磅单品陆续迎来专利悬崖,通过BD引进管线弥补收入缺口的战略未来有望持续。过往全球创新药产品授权合作在下半年更为密集,创新药板块行情静待后续BD持续催化。9月17日美国宣布年内首次降息,美联储...
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