Recently, the market market for innovative drugs and CXO sectors has continued to be interpreted. The rebound in the sector has accelerated the return of the net worth of a number of pharmaceutical-themed funds. In the past three months, many pharmaceutical industry funds have rebounded sharply, with a net worth growth rate of more than 30%. According to institutional investors, the pharmaceutical market is undergoing a logical shift, gradually shifting from valuation repair to cross-verification of clinical data, BD transaction fulfillment, and order growth. Whether the market can continue after judging, we need to keep a close eye on multiple variables such as clinical data, capital games, and industrial policies.

Zhitongcaijing · 3d ago
Recently, the market market for innovative drugs and CXO sectors has continued to be interpreted. The rebound in the sector has accelerated the return of the net worth of a number of pharmaceutical-themed funds. In the past three months, many pharmaceutical industry funds have rebounded sharply, with a net worth growth rate of more than 30%. According to institutional investors, the pharmaceutical market is undergoing a logical shift, gradually shifting from valuation repair to cross-verification of clinical data, BD transaction fulfillment, and order growth. Whether the market can continue after judging, we need to keep a close eye on multiple variables such as clinical data, capital games, and industrial policies.