中信建投:持續看好創新藥行業
中信建投研報稱,在政策上,集採與醫保談判常態化,商保帶來潛在增量,對創新藥的支持力度有望進一步增加。在技術上,全球ADC藥物2023年銷售額達104億美元,中國相關公司加速ADC佈局與推進,逐漸迎來收穫期;GLP-1減重賽道發展成熟,競爭從單一減重升級到多重獲益,新靶點存在潛在出海機會;IO多抗賽道AK112率先實現突破,TCE技術從血液瘤走向實體瘤和自免。我國創新藥全球競爭力持續增強,NewCo模式成為創新藥出海新選擇。國家政策鼓勵創新藥發展,新技術推動行業快速發展,出海迎來新機會,持續看好創新藥行業。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.