最近几个月,在生物制药一级市场投资人扎堆的群里,大家关于香港生物制药二级市场的话题(吐槽)格外多。他们曾经参与投资过或当初调研过的公司,其中多家在这两年已上市,他们的眼光自然追随这些公司在二级市场上的涨跌,随之检验当时自己决定投资与否的眼光。这半年,在他们眼中,一级市场的估值逻辑,在二级市场上反倒“看不懂”。当看到产品落后、靠运气上市后股价扶摇直上到远离一级市场估值的天价时;当一些投资人集体看好的...
Source Link最近几个月,在生物制药一级市场投资人扎堆的群里,大家关于香港生物制药二级市场的话题(吐槽)格外多。他们曾经参与投资过或当初调研过的公司,其中多家在这两年已上市,他们的眼光自然追随这些公司在二级市场上的涨跌,随之检验当时自己决定投资与否的眼光。这半年,在他们眼中,一级市场的估值逻辑,在二级市场上反倒“看不懂”。当看到产品落后、靠运气上市后股价扶摇直上到远离一级市场估值的天价时;当一些投资人集体看好的...
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