点击即可收听全部内容近期创新药板块未能延续前期涨势，包括优质创新药企在内均出现较大调整。我们认为，近期调整与基本面关系不大，主要原因或在于近期跨国药企BD交易较少，引发了市场对BD持续性的阶段性担忧。随着BD交易进入传统旺季以及海外利空因素逐步落地，市场担忧有望缓解。我们依然看好国产创新药出海的持续性，未来半年至一年将有大量对外授权交易等待落地，有望持续支撑基本面，并不断为行业带来催化。海外药企...
Source Link点击即可收听全部内容近期创新药板块未能延续前期涨势，包括优质创新药企在内均出现较大调整。我们认为，近期调整与基本面关系不大，主要原因或在于近期跨国药企BD交易较少，引发了市场对BD持续性的阶段性担忧。随着BD交易进入传统旺季以及海外利空因素逐步落地，市场担忧有望缓解。我们依然看好国产创新药出海的持续性，未来半年至一年将有大量对外授权交易等待落地，有望持续支撑基本面，并不断为行业带来催化。海外药企...
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