鬼故事不一定能落地,但投资者的逻辑也应该慢慢变了

医曜
Sep 26

本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。前一段时间,美国对中国创新药BD出手的传闻又起。回顾近一年的创新药牛市,诱发股价上涨的核心驱动因素真实跨国药企(MNC)的连续BD预期:从最早的康方生物,到后来的科伦博泰,再到百利天恒、三生药业,这些创新药“当红炸子鸡”的崛起全部与大额BD交易相关。对于创新药“BD为王”的核心逻辑,我们十分认同。早在2023年初的时候,我们就以《...

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