本月医药企业成机构调研热门板块,百济神州表现尤为突出!

制药网
Nov 24, 2025

2025年,医药企业成为机构调研的热门板块。从整体来看,调研主要聚焦创新药、CXO、医疗器械等细分赛道。其中,头部及具备差异化优势的企业已成调研焦点,而研发进展、国际化布局等亦是成为核心话题。在11月,百济神州、盘龙药业、泰恩康等药企都吸引了大批机构目光。其中,百济神州的表现尤为突出。盘龙药业近日,盘龙药业开展路演活动,接待了包括招商基金、汇添富基金、广发基金、摩根基金管理(中国)有限公司等在内的...

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