超百家公司业绩预喜!掘金创新药,机会如何展望?

浙商证券融资融券
Feb 09

创新药迎催化:截至1月31日,共有283只医药股披露了2025年业绩预告。按预告归母净利润上限看,共有160只个股归母净利润同比增长,部分公司业绩超预期,板块迎来业绩催化。与此同时,机构普遍看好创新药上涨潜力,逻辑在于:(1)BD出海加速+投融资回暖,行业增长动能改善;(2)政策支持+审评提速,创新药商业化环境持续优化;(3)临床数据读出,核心资产价值加速兑现。。1、创新药龙头:BD出海加速+临床...

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