医药健康行业研究:前瞻布局小核酸黄金赛道,把握“技术突破+商业兑现”双主线

国金证券
Sep 26

(以下内容从国金证券《医药健康行业研究:前瞻布局小核酸黄金赛道,把握“技术突破+商业兑现”双主线》研报附件原文摘录)技术成熟与产业拐点共振,小核酸赛道将迎黄金发展期。1)突破微创新、掀起第三波制药新浪潮。小核酸药物凭借其能从基因层面源头干预疾病的独特机制、以及更长的用药周期,突破了传统小分子和抗体药物在靶点选择上的局限性等不足。随着海外小核酸领军药企的部分化学修饰、递送系统等相关核心专利陆续到期,...

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