美国医疗2026 年展望：核心观点、潜力标的、并购动态及关键催化因素-2026 Outlook -- Top Ideas, Hidden Gems, M&A, & Key Catalysts
2025-12-26 02:18USA | Biotechnology Equity Research 2026 Outlook -- Top Ideas, Hidden Gems, M&A, & Key Catalysts Our outlook includes thoughts into 2026, including (in order by mkt cap) our top ideas (DNTH, TSHA, TNGX, TYRA, ORIC, SLDB), our underappreciated/ comeback names (RARE+MREO, BEAM, AUPH, KOD, NTLA, CMPX, KALV), major catalysts, M&A picks, and model updates (ARWR & KOD). Slides inside Early'26 pre-reports and guidances to watch: ALNY, CRSP (VRTX on Casgevy), RARE, TVTX, & BCRX pre-reported 4Q sales in early'Ja ...