源头创新能力提升,短期波动不改长期价值。根据医药魔方的统计,在ESMO 2025 大会上,由中国学者主导的入选“突破性摘要”(LBA,Late-Breaking Abstracts)研究高达23 项,更有3 项重磅成果进入最高学术等级的“主席论坛”进行口头报告,体现出中国在全球医药创新中的地位持续提升。我们认为创新药公司股价短期虽然出现波动,但长期看,中国企业在全球创新药产业链中的地位显著提升,...
Source Link源头创新能力提升,短期波动不改长期价值。根据医药魔方的统计,在ESMO 2025 大会上,由中国学者主导的入选“突破性摘要”(LBA,Late-Breaking Abstracts)研究高达23 项,更有3 项重磅成果进入最高学术等级的“主席论坛”进行口头报告,体现出中国在全球医药创新中的地位持续提升。我们认为创新药公司股价短期虽然出现波动,但长期看,中国企业在全球创新药产业链中的地位显著提升,...
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