过去十多年，制药行业的成功路径似乎已经“写好”：小市场 + 高定价 + 高壁垒，靠孤儿药、肿瘤药和专科药，撑起一家公司。但礼来的成功给了我们一个新的范例。Stifel 的 Tim Opler 在最近一份报告中指出，真正的拐点才刚刚开始—— 对于制药行业来说，一个全新的时代正在形成，而市场尚未完全理解它。他把这个新阶段概括为一句话：“Big drugs for big markets”制药行业的三个...
Source Link过去十多年，制药行业的成功路径似乎已经“写好”：小市场 + 高定价 + 高壁垒，靠孤儿药、肿瘤药和专科药，撑起一家公司。但礼来的成功给了我们一个新的范例。Stifel 的 Tim Opler 在最近一份报告中指出，真正的拐点才刚刚开始—— 对于制药行业来说，一个全新的时代正在形成，而市场尚未完全理解它。他把这个新阶段概括为一句话：“Big drugs for big markets”制药行业的三个...
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.