中金:創新藥產業投資趨勢明確 向上傳導或有產業鏈機會
中金研報稱,長期看,中國創新藥在經歷跟隨創新沉澱後,已經進入漸進式創新時代,開始具備國際競爭力;中期看,具備競爭力的臨牀數據和MNC合作形式的BD事項是重要催化劑;短期看,圍繞ASCO/ESMO學術會議重要數據披露/BD公佈/國際化突破市場天花板帶來股價彈性。同時,一二級融資的便利,國際形勢趨緩帶來產業鏈CXO/科研上遊等領域的衍生投資機會。
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