泡沫之塔，一吹即塌。当创新药出现重度泡沫，非常脆弱之际，命门却被地缘风险一把攫住。9月10日《纽约时报》发文，美国要对中国创新药的对外BD下手了。本轮创新药盛世经历3个阶段，最初是估值修复，然后是BD和临床事件驱动，当前是流动性推动。然而，今年急剧膨胀至200亿规模的港股通创新药ETF（159570），自9月2日起份额几乎没有增加，恒生生物科技指数（HSHKBIO）9月9日成交额急剧萎缩，9月10...
Source Link泡沫之塔，一吹即塌。当创新药出现重度泡沫，非常脆弱之际，命门却被地缘风险一把攫住。9月10日《纽约时报》发文，美国要对中国创新药的对外BD下手了。本轮创新药盛世经历3个阶段，最初是估值修复，然后是BD和临床事件驱动，当前是流动性推动。然而，今年急剧膨胀至200亿规模的港股通创新药ETF（159570），自9月2日起份额几乎没有增加，恒生生物科技指数（HSHKBIO）9月9日成交额急剧萎缩，9月10...
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