公募基金抱团实验动物板块,规避创新药风险
2026-07-16 00:16:33
据证券时报报道,近期实验猴、实验鼠等实验动物相关板块行情持续升温,公募基金开始抱团重仓甚至举牌布局这些板块。医药基金经理借鉴新能源汽车行业布局车载芯片、规避投资整车的经验,通过投资上游研发服务企业,规避创新药公司面临的巨大投入和药物研发失败风险。多位基金经理强调,临床数据正成为检验创新药管线价值的硬标准,板块有望迎来业绩、估值双提升的新阶段。
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