金吾财讯 | 中信建投表示,国内CXO行业经历22-24年的调整阶段后,受益海外投融资率先回暖,24年国内头部CXO公司海外订单展现复苏态势,随着25年国内创新药资产实现大规模对外授权,带动国内投融资25H2持续复苏,行业内需同样企稳回升。26年至今国内创新药行业的长期结构性机会持续兑现,国内投融资持续改善,新药物形式赛道持续火热并进一步放量,该机构认为26年国
金吾财讯 | 中信建投表示,国内CXO行业经历22-24年的调整阶段后,受益海外投融资率先回暖,24年国内头部CXO公司海外订单展现复苏态势,随着25年国内创新药资产实现大规模对外授权,带动国内投融资25H2持续复苏,行业内需同样企稳回升。26年至今国内创新药行业的长期结构性机会持续兑现,国内投融资持续改善,新药物形式赛道持续火热并进一步放量,该机构认为26年国
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