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玻尿酸三巨头，谁最会挣钱？谁的钱景更好？分析来了_新闻_奥一网

玻尿酸三巨头，谁最会挣钱？谁的钱景更好？分析来了_新闻_奥一网
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押注医美又生波折华东医药子公司股东内讧引监管关注-经济-内蒙古新闻网

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押注医美又生波折华东医药子公司股东内讧引监管关注_中国经济网——国家经济门户

押注医美又生波折华东医药子公司股东内讧引监管关注_中国经济网——国家经济门户
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新京报 - 好新闻，无止境

新京报 - 好新闻，无止境
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集采推动药企加速"换赛道" _ 证券时报网

田新杰表示，一些药企由于在集采中缺乏竞争优势，便将部分药品转为OTC（非处方药），主攻医药零售市场，一定程度上遏制了业绩的下滑。但行业大的方向是集采常态化，且纳入集采的产品规模不断扩大，因此创新转型慢或是缺乏新商业对策的药企，业绩和估值不容乐观。
在这种趋势下，一些研发型药企成为市场关注的焦点，如医药研发外包（CRO）行业的药明康德、泰格医药、昭衍新药等，今年上半年均创出各自股价的历史新高。
深圳中金华创基金董事长龚涛在接受《证券日报》记者采访时表示，医药研发公司往往享受税收政策和产业支持等诸多红利，又获得资本补血，具有更高的成长性，成为近年来药企重要的转型方向。
在药品集采带来的压力下，医药公司越发重视技术研发，并且加大了对零售端渠道的渗透，积极投入数字化� ....

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