假期读物 | 创新药逻辑的“变局时刻”开始酝酿,下一个共识会出现在哪?

锦缎研究院
6 hours ago

来源:锦缎硏究院作者:林药师前一段时间,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 ,再到 、 ,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:BD交易将成为创新药投资的核心主线。当初判断已经成为行业的共识,我们万分欣喜的同时,也深知“...

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