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中信建投:持续看好创新药行业

中信建投研报指出,集采与医保谈判常态化,商保为创新药带来潜在增量,政策支持有望加强。技术方面,全球ADC药物销售增长,中国公司加速布局。GLP-1减重赛道竞争升级,新靶点有出海潜力。IO多抗赛道实现突破,TCE技术拓展应用领域。我国创新药全球竞争力提升,NewCo模式助力出海,持续看好行业前景。

媒体报道
中信建投:持续看好创新药行业 36Kr/华尔街见闻/格隆汇

事件追踪
2025-03-26 中信建投:AI产业链硬件和软件同频共振 建议关注AI产业持续变化
2025-03-18 中信建投:军工年报呈现结构性特点,建议关注新域新质方向
2025-03-18 中信建投:国内脑机接口公司有望逐步实现商业化应用
2025-03-13 券商春季策略会最新研判:A股行情可期,看多科技创新领域
2025-03-04 中信建投:锂电需求业绩共振 新周期起点呼之欲出
2025-02-24 中信建投:出海迎来新机会,持续看好创新药行业
2025-02-13 中信建投:看好人形机器人产业链0-1投资机遇
2025-02-10 中信建投:重视AI医疗产业变革趋势,把握新的战略机遇和投资机会
2025-01-24 中信建投:主动权益基金加仓科创成长,通信拥挤度改善
2024-12-20 中信建投:看好2025年医药行业投资机会

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中信建投:持续看好创新药行业

中信建投研报指出,集采与医保谈判常态化,商保为创新药带来潜在增量,政策支持有望加强。技术方面,全球ADC药物销售增长,中国公司加速布局。GLP-1减重赛道竞争升级,新靶点有出海潜力。IO多抗赛道实现突破,TCE技术拓展应用领域。我国创新药全球竞争力提升,NewCo模式助力出海,持续看好行业前景。

媒体报道
中信建投:持续看好创新药行业 36Kr/华尔街见闻/格隆汇

事件追踪
2025-03-26 中信建投:AI产业链硬件和软件同频共振 建议关注AI产业持续变化
2025-03-18 中信建投:军工年报呈现结构性特点,建议关注新域新质方向
2025-03-18 中信建投:国内脑机接口公司有望逐步实现商业化应用
2025-03-13 券商春季策略会最新研判:A股行情可期,看多科技创新领域
2025-03-04 中信建投:锂电需求业绩共振 新周期起点呼之欲出
2025-02-24 中信建投:出海迎来新机会,持续看好创新药行业
2025-02-13 中信建投:看好人形机器人产业链0-1投资机遇
2025-02-10 中信建投:重视AI医疗产业变革趋势,把握新的战略机遇和投资机会
2025-01-24 中信建投:主动权益基金加仓科创成长,通信拥挤度改善
2024-12-20 中信建投:看好2025年医药行业投资机会

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That strategy is the acquisition of a value-priced company by a growth company. Using the growth company's higher-priced stock for the acquisition can produce outsized revenue and earnings growth. Even better is the use of cash, particularly in a growth period when financial aggressiveness is accepted and even positively viewed.he key public rationale behind this strategy is synergy - the 1+1=3 view. In many cases, synergy does occur and is valuable. However, in other cases, particularly as the strategy gains popularity, it doesn't. Joining two different organizations, workforces and cultures is a challenge. Simply putting two separate organizations together necessarily creates disruptions and conflicts that can undermine both operations.

How Does Telegram Make Money?

Telegram is a free app and runs on donations. According to a blog on the telegram: We believe in fast and secure messaging that is also 100% free. Pavel Durov, who shares our vision, supplied Telegram with a generous donation, so we have quite enough money for the time being. If Telegram runs out, we will introduce non-essential paid options to support the infrastructure and finance developer salaries. But making profits will never be an end-goal for Telegram.

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