(以下内容从开源证券《医药生物行业点评报告:集采优化叠加创新驱动,Pharma迎来发展新阶段》研报附件原文摘录)Pharma2025H1业绩稳健,创新出海助力估值重塑创新转型进入收获期,头部Pharma业绩稳健增长。多数Pharma已凭借创新管线基本走出集采的影响、基本面进入向上的拐点,国际化与商业化能力持续提升。从2025H1业绩来看,制药板块整体业绩稳健,增长动能从仿制药向创新药切换。...
Source Link(以下内容从开源证券《医药生物行业点评报告:集采优化叠加创新驱动,Pharma迎来发展新阶段》研报附件原文摘录)Pharma2025H1业绩稳健,创新出海助力估值重塑创新转型进入收获期,头部Pharma业绩稳健增长。多数Pharma已凭借创新管线基本走出集采的影响、基本面进入向上的拐点,国际化与商业化能力持续提升。从2025H1业绩来看,制药板块整体业绩稳健,增长动能从仿制药向创新药切换。...
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