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
European Biopharmaceuticals Global Vaccines Primer: prevention is always the best medicine justin.smith@bernsteinsg.com
报告摘要
European Biopharmaceuticals Global Vaccines Primer: prevention is always the best medicine justin.smith@bernsteinsg.com
核心要点
- 4 June 2025
- 3 Jun 2025
- 157.36
- 164.06
- 201.62
- 86.77
报告信息
- 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
- 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
常见问题
《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》主要包含哪些内容?
European Biopharmaceuticals Global Vaccines Primer: prevention is always the best medicine justin.smith@bernsteinsg.com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%,。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 112。
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这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了疫苗等议题。
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