Core Viewpoint - The article highlights the investment opportunities in sectors such as innovative pharmaceuticals, consumer healthcare, and medical devices as identified by Guo Lan, a prominent fund manager at China Europe Fund [1] Group 1: Investment Opportunities - Guo Lan expresses optimism about the continuous breakthroughs in innovative drugs, with expectations for global collaborations and key clinical data disclosures [1] - Chinese companies are gradually gaining global recognition in areas such as multi-drug resistance and peptides, making domestic project collaborations a significant part of overseas companies' pipeline strategies [1] - Overseas firms are actively pursuing global clinical trials for various indications after acquiring domestic products [1] Group 2: Market Trends - Multiple important clinical data disclosures from domestic companies are anticipated during various international conferences [1] - The application of AI in drug discovery and its potential to enhance research and development efficiency is also highlighted as a key area of focus [1]
中欧基金葛兰:看好创新药、消费医疗、医疗设备等板块投资机遇
news flash·2025-04-22 02:16