《大行》招商证券国际：内地创新医药行业首选翰森(03692.HK)及荣昌(09995.HK)

阿斯达克财经12-23 09:49

招商证券国际发表研报指，跨国龙头并购中国国产创新药企彰显全球医药市场对中国创新实力的认可，传统药企近年来都在不断加强研发转型和海外BD合作，而且在合作质量上不断提升。合作对象逐渐从中小型生物科技公司，到大型跨国药企。临床管线，在中后期和早期资产都不断践行走出去的战略。
招商证券表示，在内地创新医药行业首选翰森(03692.HK) 及荣昌(09995.HK) 。当中，在翰森制药口服“GLP-1”实现小分子的第一次出海之后，预期该公司有望继续在双抗或ADC领域实现更多的BD落地；至于美股创新医药行业首选艾拉伦(ALNY.US) ，料该公司2025财年收入增速将进一步提速。(js/)
(港股报价延迟最少十五分钟。沽空资料截至 2024-12-20 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)

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