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@李秋实医药投资：今天大家很关心美国FDA对中国某企业的新药审批情况，我认为，其实即使拿了竞争激烈的拥挤靶点出海获配了也意义不大，在欧美市场三名开外获批的药物，除非有巨大的数据优异，一般也卖不上什么量，比如某药企的BTK，这几个PD–1的企业就更是了。创新药2.0的药企，是能够做出全球进度top2的，first in class或者真的best in class的药企，最近我们在一级市场也经常看到这样的企业，一些有战略格局的上市公司创新药企业目前也在布局这样的新靶点、新机理的硬核创新药，这才是中国创新药企出海的最佳路径，当然，研发也会更难，更大的风险，也会有更大的，更长久的回报。相信中国创新药企，下一回，咱们拿点硬货出海。。

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