现在的药明生物比任何公司都要低估!近两年 cxo 市场产能过剩,但那是小分子卷的可怕,大分子可一直都是药明生物遥遥领先!

那些内卷公司股价都很低,还能融得到钱拓展大分子吗?比如康龙,昭衍,凯莱英,美迪西,凯莱英等等。在环境变好之前,药明生物在国内岂不是又要领先几年?

不说国外市场,就未来的国内大分子药物 cxo 市场难道容不下一个 500 亿的药明生物吗?低估真的的过分了!药明生物已买入,不翻倍不卖,等两年时间验证!

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