国信证券：关注出海加速的创新药以及政策支持的服务板块

智通财经2025-04-22

智通财经APP获悉，国信证券发布研报称，从2025年初以来，国产创新药企业已经完成了几十笔对外授权的交易，均与海外MNC达成了重磅交易。国产创新药的研发进度和临床数据越来越在全球范围内占到优势，创新药BD出海受关税影响较小，有望继续通过授权出海的形式实现全球的商业化价值。推荐关注具备高质量创新能力的公司：科伦博泰生物-B(06990)、康方生物(09926)、三生制药(01530)、康诺亚-B(...

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