国泰君安：国产创新药全球竞争力凸显经营拐点临近

智通财经2025-03-03

智通财经APP获悉，国泰君安发布研报称，据医药魔方统计，2024年在中国首发获批的新药达39款，占全球近40%，全球在研first in class新药中的国产品种占比已达24%，中国企业全年license-out交易的首付款和总金额分别达41亿和519亿美元。当前创新药行业趋势向好，边际改善不断，2025年医保谈判时间提前、丙类目录年内即将发布，生物类似药集采预计降幅温和，关注近期学术会议，看好...

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class新药中的国产品种占比已达24%，中国企业全年license-out交易的首付款和总金额分别达41亿和519亿美元。当前创新药行业趋势向好，边际改善不断，2025年医保谈判时间提前、丙类目录年内即将发布，生物类似药集采预计降幅温和，关注近期学术会议，看好...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1256802.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"06990","symbol_name":"科伦博泰生物-B","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1256802.html","article_id":"2516577974","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516577974","pubTimestamp":1740981619,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"国泰君安主要观点如下：全球竞争力凸显，经营扭亏拐点临近国产创新药逐渐展现出全球竞争力：据医药魔方统计，2024年在中国首发获批的新药达39款，占全球近40%，全球在研first in 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国泰君安：国产创新药全球竞争力凸显 经营拐点临近

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国泰君安：国产创新药全球竞争力凸显经营拐点临近