The industry is hotly discussing the future trends of nuclear medicine, will Hybrid NewCo become a new model for the RDC Industry to venture abroad? | Industry Observation

① Today, the 2025 Future XDC New Drug Conference is held in Chengdu; ② Executives from companies such as Baillie Tianheng and Kelun Botai, along with numerous experts and scholars in the industry, will jointly discuss cutting-edge technologies in ADC/nuclear drug development, overseas strategies, and other Topics.

cls.cnApr 17 20:57

Hong Kong stocks fluctuate | AK MEDICAL (01789) rises over 4%. Institutions say the penetration rate of the surgical robot Industry is expected to further increase, with strong certainty for import substitution.

AK MEDICAL (01789) rose over 4%, as of the time of writing, increasing by 4.03%, priced at 6.19 Hong Kong dollars, with a transaction volume of 14.6708 million Hong Kong dollars.

Zhitong FinanceApr 15 10:31

Everbright: Import substitution is expected to accelerate, pay attention to the rising market share of domestic surgical robots.

Everbright stated that the import substitution is expected to accelerate, paying attention to the rise in market share of domestic surgical robots.

Zhitong FinanceApr 11 07:17

China Securities Co.,Ltd.: It is recommended to focus on the new growth and integration opportunities in the Industry.

China Securities Co.,Ltd. remains bullish on high-quality Innovative Drugs companies in 2025 and actively focuses on cutting-edge technologies in pharmaceuticals and medical devices.

Zhitong FinanceApr 9 09:50

【Brokerage Focus】BOCOM INTL indicates that the impact of the new round of tariffs on the fundamentals of the A/H medical Sector is limited.

BOCOM INTL believes that the impact of the new round of tariffs on the fundamentals of the A/H Pharmaceutical Sector is limited, primarily due to: 1) Pharmaceutical products are currently temporarily exempt from tariffs; 2) Even if tariffs on pharmaceuticals are implemented, there is no direct impact on completed or pending BD Trades; 3) For mature commercialized Innovative Drugs, the impact of additional tariffs on the gross margin of innovative drug sales should be at a low single-digit percentage level; 4) As leading companies with a large proportion of CMO Business gradually expand their production capacity layout globally, the impact of tariffs will gradually decrease; 5) The reciprocal tariffs imposed by China mainly affect capital expenditure, including the cost side of materials.

Jinwu Financial NewsApr 8 09:57

Hong Kong stocks fluctuated | Medical instruments stocks collectively surged. The National Medical Products Administration supports the innovative development of high-end medical instruments. Institutions are bullish on the continuous recovery of the Medi

Medical instrument stocks are collectively rising. As of the time of publication, VENUS MEDTECH-B (02500) rose by 5.7% to 2.41 HKD; AK MEDICAL (01789) increased by 4.55% to 6.2 HKD; MEDBOT-B (02252) went up by 3.57% to 17.42 HKD; PEIJIA-B (09996) rose by 2.85% to 5.41 HKD; MICROPORT (00853) increased by 2.7% to 7.99 HKD.

Zhitong FinanceApr 2 11:06