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医药产业链数据库之:创新药投融资,2024年11月美国市场创新药VC、PE投融资持续明显改善
国投证券·2024-11-27 08:00

Investment Rating - The report maintains a "Leading the Market-A" rating for the pharmaceutical industry [5] Core Views - The VC&PE investment in innovative drugs in the US market showed significant improvement in November 2024, with a year-on-year growth of 21.53% [4][13] - Global and US VC&PE investment in innovative drugs improved notably in Q4 2024, with global and US growth rates of 23.01% and 45.36% respectively [3][19] - Annual data for 2024 indicates a recovery in global and US VC&PE investment in innovative drugs, with growth rates of 1.13% and 14.21% respectively [2][14] Annual Dimension Observation - Global VC&PE investment in innovative drugs improved in 2024, with the US showing particularly strong growth of 14.21% year-on-year [2][14] - The annual data suggests a positive recovery trend in both global and US markets for innovative drug investments [14] Quarterly Dimension Observation - In Q4 2024, global and US VC&PE investment in innovative drugs accelerated, with growth rates of 23.01% and 45.36% respectively [3][19] - Domestic VC&PE investment in innovative drugs, however, declined by 58.87% during the same period [19] Monthly Dimension Observation - November 2024 saw a significant improvement in US VC&PE investment in innovative drugs, with a year-on-year growth of 21.53% [4][23] - Global VC&PE investment in innovative drugs also grew by 6.55% in November 2024, while domestic investment declined by 47.07% [23] Charts and Data - The report includes detailed charts showing the annual, quarterly, and monthly trends in VC&PE investment in innovative drugs for global, US, and domestic markets [15][16][20][24]