创新药深度投研-deep-research-on-biotech

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An equity research framework for innovative drugs and biopharma. Built on a four-question spine — Does it work? What is it worth? Who else is doing it? Can the data be trusted? — covering clinical readout timing and win thresholds, two-part rNPV valuation, molecular mechanism benchmarking, and three-tier source grading. Ships with three mandatory hard checks and a numeric self-consistency audit, producing Chinese research reports a skeptical peer can actually re-derive. 创新药与生物制药权益投研框架。以「有效吗／值多少／谁在做／数据可信吗」四问为脊柱，覆盖临床读出与稳赢门槛、两分法 rNPV 估值、分子机制竞品对标、信息源三级分级。内置三张强制硬卡与交付物数字自洽审计，产出可追溯、可复算的中文投研报告。