眼下,创新药整体估值已高,能挖的“低位” biotech 所剩无几,连君实这类笔者也早就安利过,实在翻不出新花样。既然药圈高处不胜寒,干脆换个赛道,蹲一蹲 CXO 的“洼地”。把视野放大,扫了眼国内 CXO 出海战绩,又对照了 Lonza 这类全球龙头,心里大概有了粗线条图景。药明生物的市值曲线就是最佳注脚:高位曾冲破 5000 亿港币,如今只剩 1500 亿港币上下,水位差肉眼可见。把目光锁定它...
Source Link眼下,创新药整体估值已高,能挖的“低位” biotech 所剩无几,连君实这类笔者也早就安利过,实在翻不出新花样。既然药圈高处不胜寒,干脆换个赛道,蹲一蹲 CXO 的“洼地”。把视野放大,扫了眼国内 CXO 出海战绩,又对照了 Lonza 这类全球龙头,心里大概有了粗线条图景。药明生物的市值曲线就是最佳注脚:高位曾冲破 5000 亿港币,如今只剩 1500 亿港币上下,水位差肉眼可见。把目光锁定它...
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