赛道确实挺挤的，热度_老虎社区_美港股上老虎

2025-07-16

赛道确实挺挤的，热度也高。不过我觉得高盛说得有道理，国内创新药现在还是价值洼地，价值重估已经开始啦！ $再鼎医药(09688)$ $荣昌生物(09995)$ $先声药业(02096)$

创新药终迎利好——对新上市药品价格制定，区分高水平创新药、改良新药、通用名药（即仿制药）等情形，分别予以政策支持和引导；对创新程度高、临床价值大的高水平创新药，支持在上市初期制定与高投入、高风险相符的价格，在一定时期内保持价格相对稳定。【周三港股创新药概念全线上涨，大家看好底部反转吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

镇远流浪猫
2025-08-21
镇远流浪猫
确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。
镇远流浪猫
2025-08-21
镇远流浪猫
确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":457334939103896,"tweetId":"457334939103896","gmtCreate":1752677290121,"gmtModify":1752677292450,"author":{"id":9000000000000228,"idStr":"9000000000000228","authorId":9000000000000228,"authorIdStr":"9000000000000228","name":"重生之我是鲍威尔","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","vip":8,"userType":8,"introduction":"简介","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":56,"starInvestorFlag":false},"themes":[{"themeId":"5295300d7a5d43469f7e004a8a52759a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"创新药全线上涨！政策利好能否助力股价大涨？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5295300d7a5d43469f7e004a8a52759a}&rnconfig={\"headerBarHidden\": true}","description":"创新药终迎利好——对新上市药品价格制定，区分高水平创新药、改良新药、通用名药（即仿制药）等情形，分别予以政策支持和引导；对创新程度高、临床价值大的高水平创新药，支持在上市初期制定与高投入、高风险相符的价格，在一定时期内保持价格相对稳定。【周三港股创新药概念全线上涨，大家看好底部反转吗？】","image":"https://static.tigerbbs.com/3b37f036cb04b5c9130f32429f11130a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>赛道确实挺挤的，热度也高。不过我觉得高盛说得有道理，国内创新药现在还是价值洼地，价值重估已经开始啦！ <a data-mention-id=\"09688\" class=\"teditor-mention\" data-mention-name=\"再鼎医药\" href=\"https://laohu8.com/S/09688\">$再鼎医药(09688)$</a>  <a data-mention-id=\"09995\" class=\"teditor-mention\" data-mention-name=\"荣昌生物\" href=\"https://laohu8.com/S/09995\">$荣昌生物(09995)$</a>  <a data-mention-id=\"02096\" class=\"teditor-mention\" data-mention-name=\"先声药业\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>赛道确实挺挤的，热度也高。不过我觉得高盛说得有道理，国内创新药现在还是价值洼地，价值重估已经开始啦！ <a data-mention-id=\"09688\" class=\"teditor-mention\" data-mention-name=\"再鼎医药\" href=\"https://laohu8.com/S/09688\">$再鼎医药(09688)$</a>  <a data-mention-id=\"09995\" class=\"teditor-mention\" data-mention-name=\"荣昌生物\" href=\"https://laohu8.com/S/09995\">$荣昌生物(09995)$</a>  <a data-mention-id=\"02096\" class=\"teditor-mention\" data-mention-name=\"先声药业\" href=\"https://laohu8.com/S/02096\">$先声药业(02096)$</a> </p></body></html>","text":"赛道确实挺挤的，热度也高。不过我觉得高盛说得有道理，国内创新药现在还是价值洼地，价值重估已经开始啦！ $再鼎医药(09688)$ $荣昌生物(09995)$ $先声药业(02096)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/457334939103896","repostId":0,"isVote":1,"tweetType":1,"viewCount":3756,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["02096","09688","09995","ZLAB","688331"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":146,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":469905281630680,"commentId":"469905281630680","gmtCreate":1755754223703,"gmtModify":1755757592915,"authorId":4214400545682760,"author":{"id":4214400545682760,"idStr":"4214400545682760","authorId":4214400545682760,"name":"镇远流浪猫","avatar":"https://static.tigerbbs.com/22a8467f0744899801d8fdef32989a03","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":457334939103896,"objectIdStr":"457334939103896","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。","text":"确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。","html":"确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":469894304895504,"commentId":"469894304895504","gmtCreate":1755754203232,"gmtModify":1755757592845,"authorId":4214400545682760,"author":{"id":4214400545682760,"idStr":"4214400545682760","authorId":4214400545682760,"name":"镇远流浪猫","avatar":"https://static.tigerbbs.com/22a8467f0744899801d8fdef32989a03","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":457334939103896,"objectIdStr":"457334939103896","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。","text":"确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。","html":"确实如此！中国创新药企正从“仿制为主”迈向“原创创新+出海授权”的新阶段。尽管赛道拥挤，但像再鼎、荣昌、先声这样拥有扎实临床数据和出海能力的公司，有望在价值重估中脱颖而出。全球资本对中国创新药价值的重新发现才刚刚开始。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/457334939103896"}