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中国医疗健康行业_市场反馈_对创新药企业需更具选择性-China Healthcare_ Marketing feedback_ Be more selective towards innovative drugs names
2025-09-23 02:34
Global Research ab 18 September 2025 First Read China Healthcare Marketing feedback: Be more selective towards innovative drugs names Top investor focus areas: BD, EO, and valuation rotation We met with 17 investors during our two-day marketing in HK on 16-17 Sep 2025. Investors are mostly focused on the potential licensing-out (BD) opportunities, risks of potential Executive Order (EO) by the US Administration, and the current valuation of our covered biopharma names. Akeso, Innovent, Hansoh and BeOne were ...