《大行》高盛:亚洲CDMO需求可见性提升 看好涉足早期研发及新兴疗法企业

阿斯达克财经
Sep 30

高盛发表研究报告,表示早前在投资者活动上与过百名机构投资者及药企代表交流,观察到行业焦点已从复苏趋势转向下一轮增长周期的持久性,认为临床前及安全性评估需求改善、订单动能持续向好,以及商业化生产占比提升,均指向更持久的需求环境。高盛指出,胜肽、ADC、寡核苷酸、生物类似药及AI驱动药物发现(AIDD)等新兴增长动力正扩大外包机遇,为多年的外包增长周期带来支持,企业高管亦从为复苏作部署,转为就下一阶段...

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