机构看好医药行业,创新药BD逻辑从未改变

制药网
Nov 18, 2025

有机构表示,本轮创新药从8月中下旬进行调整状态,部分个股尤其是港股调整剧烈,市场对创新药的核心逻辑出现怀疑,部分市场资金在国际博弈扰动下有减仓,但实质上创新药BD的逻辑从未改变。这一逻辑的稳固性,正被一二级市场层出不穷的BD交易持续印证。以恒瑞医药为例,仅9月份,公司便先后达成两项重要授权。一,以“NewCo模式”将HRS-1893海外权益授权给Braveheart Bio,首付款含现金及等值股权...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10