全球医药、医疗行业:全球健康产业进入新拐点 长期韧性显现 创新动能积聚

招商证券(香港)有限公司
Oct 25

我们对融资月报进行了框架与内容升级:从过去聚焦创新药,新增医疗器械、数字健康及MNC并购追踪,覆盖更完整的全球医疗资本版图根据Pitchbook和我们专有的数据库分析,全球健康产业延续高景气,年内投融资达2,844亿美元,生物科技占比近70%;AI加速渗透可穿戴、慢病管理与智能诊疗等领域核心推荐标的:礼来制药(LLY US,增持),诺华制药(NVS US,增持),Veeva System(VEEV...

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