方兴,未艾 | 对话劲方医药:喧嚣中的RAS创新与中国样本

氨基观察
Mar 08

氨基观察-创新药组原创出品作者 | 蔡九Biotech不能只做短跑,没有后劲如今全球高难度创新药赛道,中国药企已普遍参与其中,且不少领域从跟随转向领跑。备受市场关注的RAS赛道正是典型缩影。2026年年初,美国药企Revolution Medicines成为多个MNC并购传闻的焦点,虽然核心管线尚未上市,市值却一路飙涨并一度突破200亿美元。同为美股RAS赛道的Erasca市值也翻涨数倍,并站上...

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