从首付款到销售分成:创新药BD如何真正改写企业估值

同花顺
Oct 01

创新药(886015)出海正在成为医药板块重新定价的重要线索,但市场真正需要回答的问题是:一纸高额License-out合同,究竟有多少已经兑现,多少仍停留在远期预期?9月以来,创新药(886015)板块的交易热度明显抬升。万得创新药(886015)概念指数在9月14日至23日累计上涨11.32%;9月30日,创新药(886015)指数上涨3.42%,成交额达到539亿元,较前一交易日增加近50%...

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