金吾财讯 | 中信建投证券研究指，本周制药行业表现一般，恒瑞医药、信达生物、百济神州、海思科、贝达药业等企业的产品管线及对外合作迎来新进展。国务院办公厅印发《关于健全药品价格形成机制的若干意见》，支持高水平创新药合理定价，全链条规范药品价格。医疗器械及服务行业建议关注相关公司海外业务超预期的可能性；继续看好基本面复苏+积极拓展新业务/主题相关公司的投资机会。生物制品板块本周跑赢医药指数，跑输大盘；中药及医药商业板块本周跑输申万医药及大盘。
金吾财讯 | 中信建投证券研究指，本周制药行业表现一般，恒瑞医药、信达生物、百济神州、海思科、贝达药业等企业的产品管线及对外合作迎来新进展。国务院办公厅印发《关于健全药品价格形成机制的若干意见》，支持高水平创新药合理定价，全链条规范药品价格。医疗器械及服务行业建议关注相关公司海外业务超预期的可能性；继续看好基本面复苏+积极拓展新业务/主题相关公司的投资机会。生物制品板块本周跑赢医药指数，跑输大盘；中药及医药商业板块本周跑输申万医药及大盘。
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.