10月27日,里昂发表报告指,中国生物科技与创新药行业经历波动,受早前上涨导致估值过高、对国家医保药品目录定价不确定性、业务拓展预期延迟及年终基金沽售所驱动。该行认为市场流动性仍然稳健,优质公司估值正变得具吸引力,业务拓展活动亦正在进行,大型交易仍有可能,且进一步价格下行风险似乎有限。随着创新药比例上升和盈利增长加速,认为当前回调是健康整固,为明年部署提供吸引的机会。该行认为石药集团业务拓展执行的...
Source Link10月27日,里昂发表报告指,中国生物科技与创新药行业经历波动,受早前上涨导致估值过高、对国家医保药品目录定价不确定性、业务拓展预期延迟及年终基金沽售所驱动。该行认为市场流动性仍然稳健,优质公司估值正变得具吸引力,业务拓展活动亦正在进行,大型交易仍有可能,且进一步价格下行风险似乎有限。随着创新药比例上升和盈利增长加速,认为当前回调是健康整固,为明年部署提供吸引的机会。该行认为石药集团业务拓展执行的...
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