创新药的行情结束了吗?创新药Q4催化全解析

东方财富
Oct 15

近期创新药板块的调整让不少投资者心生疑虑:产业基本面趋势是否已然转向?从产业趋势上看,创新药产业向上趋势远未终结,当前或是行业发展进程中的短暂休整。近期创新药板块的调整,更多是源于前期利好已被市场消化,叠加8月以来重磅BD交易稀缺引发止盈压力、地缘政治传闻引发对海外依赖型板块的避险抛售,而非产业趋势的逆转。展望第四季度,创新药板块基本面支撑可能持续强化,且正在迎来多重密集催化,产业发展动能有望...

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