2025年9月10日,《纽约时报》报道特朗普政府正草拟一条行政命令,内容涉及对中美药企BD交易多加一道安全审查,以及对中国临床试验数据更严格要求等,该消息对国内创新药企股价造成了一定影响,本期《华福首席》,我们将类比分析《生物安全方案》对国内CXO行业的股价及业绩影响,探讨该项政策对国内创新药BD趋势的可能影响。复盘《生物安全法案》对 CXO 行业的影响自2023年12月30日以来,《生物安全法案...
Source Link2025年9月10日,《纽约时报》报道特朗普政府正草拟一条行政命令,内容涉及对中美药企BD交易多加一道安全审查,以及对中国临床试验数据更严格要求等,该消息对国内创新药企股价造成了一定影响,本期《华福首席》,我们将类比分析《生物安全方案》对国内CXO行业的股价及业绩影响,探讨该项政策对国内创新药BD趋势的可能影响。复盘《生物安全法案》对 CXO 行业的影响自2023年12月30日以来,《生物安全法案...
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