医药生物行业周报:制药行业 继续看好国际化、政策支持和技术突破

中信建投证券
Mar 08

核心观点:2020年以来,中国创新药国际化从产品输出迈向战略与组织协同。License-out交易量价齐升,依托全球临床数据实现价值重估;信达与武田等合作更标志着出海方式升级至“组织出海”。技术层面,小核酸、IO多抗、ADC及GLP-1等前沿赛道多点开花,不断跑出具有BIC/FIC潜力的管线。政策端,医保谈判效率提升且降幅趋稳,叠加2025年首次设立的商保目录,创新药放量空间扩大。基于国际化竞争力...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10