CRO概念股集體走強 泰格醫藥、藥明康德、康龍化成、藥石科技均創歷史新高
格隆匯1月22日丨藥明康德昨晚發佈亮眼財報,今日A股市場CRO概念股集體走強。藥明康德、泰格醫藥、康龍化成、美迪西、凱萊英、博騰股份、藥石科技、昭衍新藥均創出歷史新高。得益於逐年增長的醫藥研發投入和上升的滲透率,近年CRO行業迅猛發展。據Frost&Sullivan數據分析,2014年全球醫藥研發投入約為1416億美元,2019年增長至1827億美元,2023年預計增長至2168億美元,為CRO行業創造了巨大的發展空間。其中,泰格醫藥是國內臨牀CRO龍頭企業,截至2019年數據,泰格醫藥在國內臨牀CRO市場份額高達8.4%。泰格醫藥同時入選了格隆匯2021年“下注中國”十大核心資產和十大核心潛力資產。

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