英文【Bernstein】欧洲生物制药:全球疫苗入门:预防永远是最好的药物
2025-06创新药112免费
报告维度
- 📄 文件全名
- 《英文【Bernstein】欧洲生物制药:全球疫苗入门:预防永远是最好的药物-112页.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- 4%. In our view the best stock market exposure to this oligopoly is via Sanofi and GSK.
- a CAGR (24-34e) of 4%. Drivers should include global population growth, increasing
- we project the corresponding EU/US large cap pharma (ex vaccines) CAGR to also be 4%,
- faces a -1.6% revenue CAGR through 2029 due to major losses of exclusivity (LOE) and
- Moderna offers modest growth (2.4% sales CAGR (24-29e)) and faces unclear COVID/
- 🏷️ 核心议题
- #疫苗