从资产清单到现金流:云顶新耀重估的真正理由

第一财经
Jun 30

此前潮药Bar曾讨论过为什么长期看好云顶新耀,但市场对公司的核心质疑一直没有消失:这家公司究竟是一家靠license-in和耐赋康支撑的商业化公司,还是正在形成一套可复制的亚洲Biopharma平台能力?最近一轮密集BD,把这个问题重新摆到了台面上。   如果只把希布替尼(EVER001)外授权Travere、倍捷欣/MIL62、DMX-200、VIZZ/LNZ100醋克利定滴眼液、星必妥/...

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