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巴克莱:中国行_加速生物制药创新及业务发展机遇
2025-06-16 03:16
Cross Asset Research 10 June 2025 European Pharmaceuticals & Life Sciences On the Road in China: Accelerating Biopharma Innovation and Business Development Opportunities China's biopharma sector is regaining momentum, driven by rising innovation & renewed deal activity with MNC partners. We report key takeaways from our field trip, highlighting both near-term BD opportunities and long-term strategic relevance of the region; we see OW-rated AZN and SAN as LT winners. Listen Our recent two-week visit to China ...
摩根大通:从历史角度看,恒生医疗保健指数有这些特点
摩根· 2025-06-11 02:16
J P M O R G A N Asia Pacific Equity Research 30 May 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China healthcare Where is HSHCI from a historical perspective Two news items got our attention on May 29th. The news that the US Court of International T ...