---
title: "In 2026, innovative drug BD transactions exceeded expectations, ushering in a period of intensive catalysis with three major layout directions to grasp"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281592817.md"
description: "According to the research report from CITIC Securities Co., Ltd., since 2026, the transaction amount of innovative drug BD in China has exceeded expectations, and global competitiveness has improved. The domestic market is rapidly expanding, leading to revenue growth for leading companies, and Biopharma is entering a profitability inflection point. Several international academic conferences are about to be held, and the innovative drug pipeline is entering a data catalysis period. It is recommended to focus on three major directions: performance release of leading companies, significant data readouts from core pipelines, and the acceleration of internationalization of globally potential pipeline assets. CITIC Securities Co., Ltd. maintains a \"stronger than the market\" rating for the innovative drug industry"
datetime: "2026-04-03T01:39:10.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281592817.md)
  - [en](https://longbridge.com/en/news/281592817.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281592817.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/281592817.md) | [繁體中文](https://longbridge.com/zh-HK/news/281592817.md)


# In 2026, innovative drug BD transactions exceeded expectations, ushering in a period of intensive catalysis with three major layout directions to grasp

According to a research report released by CITIC Securities on April 3, since 2026, the transaction amount of business development (BD) for innovative drugs in China has exceeded expectations, and the global competitiveness of the industry has further improved. The domestic market is rapidly expanding, and based on the 2025 report, leading innovative pharmaceutical companies are experiencing rapid revenue growth driven by new products, with Biopharma gradually reaching profitability inflection points. Several international academic conferences are approaching, and many innovative drug pipelines are entering a period of intensive data catalysis.

The report points out that the global value of the innovative drug industry is becoming prominent, and it will soon enter a period of intensive data catalysis. It is recommended to focus on three major directions: leading innovative pharmaceutical companies are expected to see performance releases; core pipelines are about to welcome significant data readout catalysts; and the internationalization of pipeline assets with global potential is expected to accelerate realization. In summary, CITIC Securities maintains an "outperform the market" rating for the innovative drug industry.

Disclaimer: The market has risks, and investment should be cautious. This article is generated by AI based on third-party data and is for reference only, not constituting personal investment advice

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