中金：国产创新药产业趋势向好 26年学术领域看点较多

智通财经04-03

智通财经APP获悉，中金发布研报称，据NMPA和医药魔方统计显示，2026Q1国内创新药BD总金额超600亿美元，超过2024全年、接近2025全年水平1/2；且平均首付款和平均交易规模均创历史新高。值得关注的是，目前中国FIC/BIC管线日渐丰厚，随着AACR、ASCO、EHA、ESMO等国际学术会议召开，数据催化有望进一步验证国产创新质地和效率，推动创新药浪潮持续演绎。中金主要观点如下：研发...

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