医药行业月报2026/02:创新药BD超预期,全球化合作推动价值重构

中国银河
Mar 08

(以下内容从中国银河《医药行业月报2026/02:创新药BD超预期,全球化合作推动价值重构》研报附件原文摘录)核心观点2026开年BD超预期,重磅交易密集落地。2026年1-2月中国创新药BD交易总额达532.76亿美元,交易数量达44项,开年仅两个月的交易金额超过2025年任一单季度,并与2024年全年水平接近;单项交易对价持续提升,2026年1-2月BD交易平均首付款为1.72亿美元,较...

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