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Highly resilient! Leading CRO companies have stabilized their fundamentals, but the shadow of the biosafety bill may still linger next year | Year-end review.
① In 2024, the USA Biodefense Act will disrupt CROs throughout the year and may continue next year; ② In the first three quarters of this year, over half of listed companies experienced revenue growth, and leading CROs demonstrated resilience; ③ Research on popular targets such as ADC, GLP-1, and bispecific antibodies will continue to be hot; ④ In 2025, the performance of leading CROs and small to medium enterprises may further diverge.
Express News | The USA Biological Security Act was not included in the CR bill.
The U.S. bioterrorism law has undergone significant changes, the CRO concept has launched a major counterattack, and WuXi AppTec is excited!
Industry pessimistic expectations may improve.
How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.
① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.
This Thursday marks the start of the "soul negotiation" for medical insurance. Which companies are likely to be selected?
According to the National Medical Insurance Administration, a press conference will be held at 10 a.m. on November 28 at the National Medical Insurance Administration to announce the adjustments to the national medical insurance pharmaceutical catalog for 2024 and answer questions from reporters. This means that the results of the national negotiation for medical insurance centralized purchasing in 2024 will be announced this Thursday.
Many innovative drugs stocks in Hong Kong suddenly soared!
On the morning of November 25, the hang seng index fell slightly, while the Hong Kong stock market's biomedical sector performed well. Notably, several biomedical companies saw their stock prices rise significantly due to recent news of major collaboration advancements.
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