Core Viewpoint - The recent significant adjustment in the innovative drug sector does not diminish its long-term investment value, according to several private equity firms [1] Group 1: Market Analysis - The innovative drug sector is experiencing a substantial adjustment, but this is viewed as a short-term phenomenon [1] - Domestic companies with technological platforms in specific sub-sectors such as small nucleic acids, ADCs (antibody-drug conjugates), TCEs (targeted chemical therapy drugs), and bispecific antibodies possess competitive advantages [1] Group 2: Future Catalysts - The fourth quarter is anticipated to be a period of intensive catalysts for innovative drugs [1] - Key events include a series of business development (BD) transactions expected to occur in the fourth quarter [1] - Positive catalysts for the innovative drug industry are anticipated, including the European Society for Medical Oncology (ESMO) annual meeting in mid-October 2025, the American Society of Hematology (ASH) meeting in December, and potential negotiations for the 2025 National Medical Insurance in November [1]
机构乐看创新药板块四季度投资机会
Sou Hu Cai Jing·2025-10-13 00:09