东方财富证券：创新浪潮涌动下关注医药板块修复与突破

智通财经2025-12-16

智通财经APP获悉，东方财富证券发布研报称，随着中国创新药License-out项目总金额创下新纪录，临床前项目占比持续保持高位，ADC、双/多抗、小核酸等新兴疗法，以及代谢领域中肥胖适应症等或为未来License-out项目的重点方向。我国创新药企业已从高投入低产出的研发探索期过渡到了管线密集收获期，与此同时商保的发展有望让原先的创新药“单一”支付向多元支付转型。此外，医疗器械2025年招采端...

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东方财富证券：创新浪潮涌动下 关注医药板块修复与突破

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东方财富证券：创新浪潮涌动下关注医药板块修复与突破