Zhongtai Securities' pharmaceutical team reiterated a positive outlook on the innovation supply chain, citing strong order growth from Chinese CDMOs and increased AI adoption. They highlighted Danaher and Biohub's AI lab investments, a US-China strategic stability agreement, and Thermo Fisher's raised 2026 revenue guidance.
Zhongtai maintains a bullish stance on China's pharmaceutical innovation chain, emphasizing order strength and AI integration as key catalysts.
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