机构一线：越来越多人在兑现创新药盈利

百亿基金经理内参2025-05-28

现在创新药这个位置，已经开始有越来越多人在兑现了。因为现在来看的话，创新药的利好基本上出的已经差不多了。这个月的创新药大会该披露的数据都已经披露差不多了，6月份还有一个创新药的会议，披露的更多是偏早期的临床数据，所以数据这个层面上再超预期可能性不会特别大。然后结构上可以去再去找像三生制药这种能拿到比较大的BD，有潜在大品种授权预期的这些公司，可能还是有一定的预期回报。但是整体这个方向来看，虽然我们...

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