(以下内容从国金证券《医药行业产业研究周报:NDAA落地在即,CXO待飞;Wave、Kymera一柱擎天,小核酸、PROTAC爆燃》研报附件原文摘录)本周观点新分子迭出,广义竞品多维度角逐;NDAA落地,CXO上行确定。我们认为,未来医药创新的竞争,同种适应症领域,创新药企将面临不同靶点、完全不同作用机制的诸多新一代广义竞品的竞争。正如,信达生物的三抗分子已踏入与小分子、CAR-T(嵌合抗原受体T...
Source Link(以下内容从国金证券《医药行业产业研究周报:NDAA落地在即,CXO待飞;Wave、Kymera一柱擎天,小核酸、PROTAC爆燃》研报附件原文摘录)本周观点新分子迭出,广义竞品多维度角逐;NDAA落地,CXO上行确定。我们认为,未来医药创新的竞争,同种适应症领域,创新药企将面临不同靶点、完全不同作用机制的诸多新一代广义竞品的竞争。正如,信达生物的三抗分子已踏入与小分子、CAR-T(嵌合抗原受体T...
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