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首先不会脱钩,其次,药明没有啥基因业务,再者,即便医药脱钩,美国药厂担心制裁宁愿求稳损失效率和成本的时候,就是中国药厂的机会,现在医药就是卷,谁推的快谁疗效好成本低谁就赚钱,早期要快,临床也要快,而且疗效要好。管你是哪里研发哪里生产的,即便效果好成本太高定价太贵,也是没优势,大不了飞到印度买,即便美国那边放弃中国CRO,中国CRO的技术也不会吃灰的。医药是刚需。
引用:
2024-03-07 00:16
$药明康德(SH603259)$ $药明生物(02269)$
This legislative endeavor comes at a pivotal moment for U.S.-China relations, particularly in the realms of technology and biotech. The outcome of these discussions could set a precedent for how the U.S. navigates the complex interpl...