In the last Budget, that was extended until 2031, pulling more money out of incomes and into the tax office coffers than otherwise. In revenue-raising terms, that move was more than equivalent to a penny on the basic rate of income tax.
短期看，现金厚度决定了企业的生存底线；中期看，临床与审批节点的顺利推进是估值的稳定器；长期看，唯有实打实的商业化能力才是市值的压舱石。创新药的估值从来不是一次性的定价游戏，而是一个在质疑中反复验证的过程。
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