智通财经APP获悉,华福证券发布研报称,2025年中国创新药全球竞争力凸显,出海交易创新高,多家企业扭亏为盈。海外市场降息与技术突破推动生物科技板块复苏,MNC并购需求旺盛。全球创新药新一轮周期开始,中国正从跟随转向引领,尤其在双抗、ADC、小核酸等赛道领先,凭借速度与成本优势全面参与全球竞争。战略看多中国创新出海。华福证券主要观点如下:国内复盘:全球竞争力凸显,企业扭亏为盈+管线出海价值新高度...
Source Link智通财经APP获悉,华福证券发布研报称,2025年中国创新药全球竞争力凸显,出海交易创新高,多家企业扭亏为盈。海外市场降息与技术突破推动生物科技板块复苏,MNC并购需求旺盛。全球创新药新一轮周期开始,中国正从跟随转向引领,尤其在双抗、ADC、小核酸等赛道领先,凭借速度与成本优势全面参与全球竞争。战略看多中国创新出海。华福证券主要观点如下:国内复盘:全球竞争力凸显,企业扭亏为盈+管线出海价值新高度...
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