华西证券：RAS从不可成药到泛靶点突破胰腺癌最大蓝海赛道迎来兑现期

智通财经08-20

智通财经APP获悉，华西证券发布研报称，RAS靶点需求端增量逻辑清晰，全球市场高速扩容。行业2026-2027年进入临床数据、新品审批密集兑现窗口，基本面持续向上。国产药企全球化BD持续落地，三条差异化主线具备估值弹性。该行建议优先布局兼具商业化管线+G12D/泛RAS前沿管线的平台型药企和具备泛RAS前沿管线的综合性pharmacy。华西证券主要观点如下：技术迭代至Pan-RAS泛靶点，市场空间...

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华西证券：RAS从不可成药到泛靶点突破 胰腺癌最大蓝海赛道迎来兑现期

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华西证券：RAS从不可成药到泛靶点突破胰腺癌最大蓝海赛道迎来兑现期