$复宏汉霖(0269_老虎社区_美港股上老虎

保本第一位
06-10

$复宏汉霖(02696)$H药拿下全球首个且唯一胃癌围术期PD-1适应症，悬念其实早就不在"ASTRUM-006数据行不行"——数据已经登了《柳叶刀》和ASCO口头报告，硬核实锤。真正的变量现在是另一个：这条赛道它独占了，接下来市场要重新定价的，不是"有没有效"，而是能卖多少、能吃多久。从验证逻辑切到兑现逻辑，叙事已经翻篇了。

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