本届JPM大会中国药企凭借ADC、IO双抗、GLP-1等领域的技术突破,通过License out及合作开发等方式走向全球。百济神州等龙头已实现组织出海,部分Biotech实现细分领域突破。CXO板块,药明系企业凭借CRDMO模式与全球化产能布局,在手订单超持续增长,2026年海外基地密集投产,进入商业化收获期。整体看,中国医药产业正站在全球化价值重估的起点,2026年将成为验证转型成效的关键节点...
Source Link本届JPM大会中国药企凭借ADC、IO双抗、GLP-1等领域的技术突破,通过License out及合作开发等方式走向全球。百济神州等龙头已实现组织出海,部分Biotech实现细分领域突破。CXO板块,药明系企业凭借CRDMO模式与全球化产能布局,在手订单超持续增长,2026年海外基地密集投产,进入商业化收获期。整体看,中国医药产业正站在全球化价值重估的起点,2026年将成为验证转型成效的关键节点...
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.