【11月17日大摩沪港深精选混合基金经理称创新药械产业进入新阶段】11月17日,大摩沪港深精选混合基金经理王大鹏透露,当前创新药械产业进步显著,开启国际化征程,对外授权持续落地。新一代创新药分子实体有竞争优势,全球创新产业地位提升。头部公司业绩盈利加速或转盈,代表性公司实现仿转创里程碑,产业进入新阶段。 海外药企需求复苏,外向型CDMO订单持续改善,国内部分CRO企业订单企稳回升。随着创新药支持...
Source Link【11月17日大摩沪港深精选混合基金经理称创新药械产业进入新阶段】11月17日,大摩沪港深精选混合基金经理王大鹏透露,当前创新药械产业进步显著,开启国际化征程,对外授权持续落地。新一代创新药分子实体有竞争优势,全球创新产业地位提升。头部公司业绩盈利加速或转盈,代表性公司实现仿转创里程碑,产业进入新阶段。 海外药企需求复苏,外向型CDMO订单持续改善,国内部分CRO企业订单企稳回升。随着创新药支持...
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