里昂发表全球医疗健康行业展望报告指出,全球制药供应链正进入长达十年的重整。逾5,000亿美元品牌药销售面临专利悬崖、药物需求扩阔,以及制造在地化加速,正推动新一轮研发投资、产能扩张及外包需求。价值创造将愈来愈集中于具备规模、技术,以及全球在地布局的平台型龙头,该行认为Thermo Fisher(TMO.US) 、瑞士Lonza及中国药明康德(02359.HK) 分别体现美国、欧洲及中国的结构优势...
Source Link里昂发表全球医疗健康行业展望报告指出,全球制药供应链正进入长达十年的重整。逾5,000亿美元品牌药销售面临专利悬崖、药物需求扩阔,以及制造在地化加速,正推动新一轮研发投资、产能扩张及外包需求。价值创造将愈来愈集中于具备规模、技术,以及全球在地布局的平台型龙头,该行认为Thermo Fisher(TMO.US) 、瑞士Lonza及中国药明康德(02359.HK) 分别体现美国、欧洲及中国的结构优势...
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