太空制药--商业航天的“新场景”

华尔街见闻
Feb 22

太空经济过去十几年最像两门生意:把东西送上去(火箭与基础设施),以及在天上把信号卖回来(卫星通信)。大摩把视角往前推了一步:随着可复用火箭把“上天成本”打下来,商业机会可能从“运载”扩展到“生产”,其中最有希望率先跑出来的,反而是医药。 据追风交易台,摩根士丹利分析师Adam Jonas在最新报告中表示,太空制药制造因可重复使用火箭将发射成本降低约10倍而开始具备商业可行性。Varda Space...

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