探索价值投资在创新药领域的深度适配与融合 | 巴伦精选

钛媒体APP
Sep 21

2025年7月份,东方马拉松团队非常荣幸在百年财经Barron's巴伦中文网发表过《探究争论不休的世纪话题:科技公司与价值投资如何适配融合?》一文,探讨了价值投资在科技公司投资当中的应用规律,创新药企业也是科技公司的一个分支,这些规律在创新药投资中有相通之处,但创新药公司的投资还有自己的一些特色规律,我们试图展开进一步的探索。传统价值投资框架似乎很难应用于创新药行业,因为创新药具有专利悬崖、收入或...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10