“国产自免之王”的头衔最终能否加冕,取决于康诺亚后续商业化能力能否接住巨大的市场预期。资深分析师:尧 今编审:苏 叶今年以来,创新药行情可谓是热闹得很,BD盛宴未休,浪是一潮高过一潮,行业面曾一度疯涨个不停。纵使BD能点燃行情,但真正支撑行情走得远的,永远是创新本身的含金量。话说回来了,越是这种时候,大家越想押注确定性较高,且极具想象力的标的公司。毕竟突然这里爆个雷,哪里爆个雷,让投资者...
Source Link“国产自免之王”的头衔最终能否加冕,取决于康诺亚后续商业化能力能否接住巨大的市场预期。资深分析师:尧 今编审:苏 叶今年以来,创新药行情可谓是热闹得很,BD盛宴未休,浪是一潮高过一潮,行业面曾一度疯涨个不停。纵使BD能点燃行情,但真正支撑行情走得远的,永远是创新本身的含金量。话说回来了,越是这种时候,大家越想押注确定性较高,且极具想象力的标的公司。毕竟突然这里爆个雷,哪里爆个雷,让投资者...
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