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创新药板块整体受益于美联储的降息周期。国内创新药企业的研发能力正在迅速与全球接轨,并在部分子领域取得全球优势,获得海外跨国药企的认可,行业近2年掀起的“license-out”热潮就是这一产业趋势的具体体现

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