医药BD旺季来临,机构资金或悄然布局

易方达基金
Nov 04

9月以来,医药板块持续震荡调整,在经历了一轮强劲上涨后,创新药行业当前正处于轮动调整。在经历了深度调整后,当前医药行业是否值得关注?估值下探后医药板块是否还有增长逻辑?展望第四季度,创新药板块基本面支撑可能持续强化,且正在迎来多重密集催化,产业发展动能或进一步释放。一、政策暖风持续,行业信心或逐步修复2025年下半年,医药行业政策环境持续向好。顶层设计明确:国家医保局与卫健委联合发布《支持创新药...

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