创新药彻底颠覆认知，_老虎社区_美港股上老虎

创新药彻底颠覆认知，年内收益超9成太炸裂。以前觉得创新药是长线慢牛，现在发现政策 + 业绩双轮驱动，直接干成短线疯牛。医保谈判给机会，头部药企创新药收入暴增，从研发投入到现金奶牛，逻辑硬得不行。但别被情绪带偏，得区分真创新和伪创新，靶点扎堆的别碰，找有差异化管线、临床数据硬的。$恒瑞医药(01276)$ $百济神州(06160)$

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