今年以来,创新药行业分化愈发明显。招商证券统计显示,91家A/H股创新药公司中,2026年上半年共有44家实现盈利,其中盈利额前五的公司占全部盈利公司利润总额的48%。 中国创新药跨境BD(商务拓展)同样呈现集中趋势。据动脉智库数据,2026年上半年,中国创新药对外BD的潜在总额达1100亿美元,其中,交易金额体量排名前十的项目的总金额为739.14亿美元,占比在六成以上。 可以看出,当前...
Source Link今年以来,创新药行业分化愈发明显。招商证券统计显示,91家A/H股创新药公司中,2026年上半年共有44家实现盈利,其中盈利额前五的公司占全部盈利公司利润总额的48%。 中国创新药跨境BD(商务拓展)同样呈现集中趋势。据动脉智库数据,2026年上半年,中国创新药对外BD的潜在总额达1100亿美元,其中,交易金额体量排名前十的项目的总金额为739.14亿美元,占比在六成以上。 可以看出,当前...
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