步入2026年,资本市场流动性修复的积极信号持续释放,为创新药及产业链相关板块注入强劲动力。有机构认为,开年以来的流动性修复将带来一波明确的创新药β行情,看好突破前高。外需型CXO在新分子需求的驱动下,业绩持续超预期,有望和创新药实现共振。在全球创新药研发向新分子领域聚焦的背景下,中国CXO企业已在多肽、寡核苷酸、ADC等前沿赛道确立竞争优势,普遍跻身全球一梯队。而相较于传统领域,新分子领域不仅...
Source Link步入2026年,资本市场流动性修复的积极信号持续释放,为创新药及产业链相关板块注入强劲动力。有机构认为,开年以来的流动性修复将带来一波明确的创新药β行情,看好突破前高。外需型CXO在新分子需求的驱动下,业绩持续超预期,有望和创新药实现共振。在全球创新药研发向新分子领域聚焦的背景下,中国CXO企业已在多肽、寡核苷酸、ADC等前沿赛道确立竞争优势,普遍跻身全球一梯队。而相较于传统领域,新分子领域不仅...
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