2026年的JPM与前几年有所不同。过去几年,每次大会都在谈论“谁的靶点更新”,而今年JPM的核心议题变成了“谁能把药卖好”以及“谁能通过并购/合作活得更好”。国内传统医药流通领域的医药商业公司,可以从中看到哪些信号?一、JPM2026透露出三大商业机会:1. “MNC瘦身”带来的CSO红利JPM上,MNC普遍面临“专利悬崖”和“地缘政治”双重压力。为了保利润,他们正在剥离成熟产品线,或者在新产品...
Source Link2026年的JPM与前几年有所不同。过去几年,每次大会都在谈论“谁的靶点更新”,而今年JPM的核心议题变成了“谁能把药卖好”以及“谁能通过并购/合作活得更好”。国内传统医药流通领域的医药商业公司,可以从中看到哪些信号?一、JPM2026透露出三大商业机会:1. “MNC瘦身”带来的CSO红利JPM上,MNC普遍面临“专利悬崖”和“地缘政治”双重压力。为了保利润,他们正在剥离成熟产品线,或者在新产品...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.