智通财经APP获悉,信达证券发布研报称,2025年前三季度生物医药板块各子板块业绩表现大幅分化,高基数及集采和反腐压力已基本消化,2025年行业营收及利润总额同比增速先抑后扬,其中创新药及CXO和生命科学上游的景气度已反转,行业的盈利能力止跌企稳;创新药受益于BD预期带动年初至7月份医药指数大涨,8月份至今震荡调整,行业整体估值处于历史平均偏低的水平。信达证券主要观点如下:商保创新药目录2025年...
Source Link智通财经APP获悉,信达证券发布研报称,2025年前三季度生物医药板块各子板块业绩表现大幅分化,高基数及集采和反腐压力已基本消化,2025年行业营收及利润总额同比增速先抑后扬,其中创新药及CXO和生命科学上游的景气度已反转,行业的盈利能力止跌企稳;创新药受益于BD预期带动年初至7月份医药指数大涨,8月份至今震荡调整,行业整体估值处于历史平均偏低的水平。信达证券主要观点如下:商保创新药目录2025年...
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