方正证券:医药生物业新一轮上行已经开始 重视早研CRO产业外包新趋势

智通财经
Oct 31

智通财经APP获悉,方正证券发布研报称,医药生物行业景气度进入新一轮上行周期,出海订单加速释放且处于行业成长早期,向上动能强劲,坚定看好具备强出海能力的生物品类上游公司;CXO板块中,早研产业链具备极大发展空间,创新药出海具备历史性机遇。方正证券主要观点如下:早研CRO:早研CRO产业转移正当时,实验猴景气度稳中有升临床前及安评订单逐步回暖,该行认为新一轮上行周期或将受益于:1)创新药BD出海热潮...

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