投资要点创新药:看好盈利改善,估值突破我们认为中国本土创新药进入“工程师红利”兑现期,中国本土创新药已经得到MNC 充分认可。“工程师红利”下,更高效临床效率,更优异/优效的临床数据等优势,持续强化本土创新药未来确定性的国际化/BD 以及估值突破前景。CXO:产业复苏,配置拐点从财务数据和订单数据分析,我们认为CXO 基本面拐点已经出现,并持续复苏。我们看好小分子/大分子CDMO 商业化订单持续...
Source Link投资要点创新药:看好盈利改善,估值突破我们认为中国本土创新药进入“工程师红利”兑现期,中国本土创新药已经得到MNC 充分认可。“工程师红利”下,更高效临床效率,更优异/优效的临床数据等优势,持续强化本土创新药未来确定性的国际化/BD 以及估值突破前景。CXO:产业复苏,配置拐点从财务数据和订单数据分析,我们认为CXO 基本面拐点已经出现,并持续复苏。我们看好小分子/大分子CDMO 商业化订单持续...
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