泰格医药:临床CRO龙头,扬帆启航新征程

东吴证券
Feb 15

泰格医药(300347)投资要点摘要:国内外创新药投融资景气度持续上行,临床CRO需求也将持续扩容。国内临床CRO行业经历激烈的价格竞争,供给优化,泰格医药龙头市占率持续提升,新签订单加速,有望迎来量价齐升,业绩修复增长潜力大。国内外创新药投融资景气度持续改善,叠加美元降息周期、创新药出海浪潮延续等,临床CRO行业需求有望持续扩容。根据Frost&Sullivan,2024年全球医药研发外包渗透率...

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