Hong Kong stocks movement | EVEREST MED-B (01952) opened nearly 3% higher. Recently, the first prescription for Icumopramine was issued in Macau, China.
EVEREST MED-B (01952) opened nearly 3% higher, and as of the time of writing, it has risen by 2.64%, priced at 48.65 Hong Kong dollars, with a transaction volume of 1.1676 million Hong Kong dollars.
Express News | Ping An Securities Pharmaceutical Industry 2025 Annual Strategy Report: Exploring new growth from payment sources, focusing on innovation, going overseas, equipment upgrades, and Consumer recovery.
BOCOM INTL: Assigns a "Leading" rating to the domestic Pharmaceutical Industry. Shanghai establishes a 10 billion yuan M&A Fund, which is beneficial for accelerating industry consolidation.
BOCOM INTL believes that the pharmaceutical Sector still has further room for recovery.
Yun Ding New Glory (01952) announced that Iqmod (VELSIPITY) has officially received its first prescription in Macau, China, benefiting patients in Asia.
CloudTop New Shine (01952) today announced that etrasimod (VELSIPITY) was prescribed for the first time at the Kiang Wu Hospital in Macau, China on December 11.
Honk Kong Market Overview | All three major indices fell, with the Technology Index down over 1%; domestic property stocks and China-Affiliated Brokerage stocks declined, with SenseTime leading the decline in Network Technology stocks, down over 13%; Mao
Network technology stocks generally fell, SenseTime-W dropped 13.51%, Kuaishou-W fell 2.68%; most apple supplier stocks declined, Cowell fell 5.59%, BYD Electronics dropped 3.73%; most biotechnology stocks decreased, Jingtai Holdings-P fell 7.68%, beigene dropped 5.68%;
Hong Kong Market Quick Look | Hong Kong stocks soared at the end of the trading session, with the tech index rising over 4%, and Meituan up nearly 6%; domestic property stocks and china-affiliated brokerage stocks surged significantly, with sunac rising o
The Hong Kong stock market significantly surged in the final hours, with the tech index rising over 4%, leading the gains. Most network technology stocks increased, with SenseTime rising 8.19% and netease up 6.04%; apple suppliers saw widespread increases, with BYD Electronics rising 9.29% and q tech up 6.84%; securities and brokerage stocks also climbed, with china merchants increasing by 13.65% and everbright rising 7.82%;
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.
Hong Kong stock market afternoon review | All three indices declined, while biomedical, apple supplier, and aviation/airlines industry rose against the trend, with wuxi apptec and wuxi bio both increasing over 8%, air china limited rising over 7%, and BYD
Network technology stocks performed poorly, with Kuaishou-W down 3.05%, NetEase-S up 2.53%; multiple Hong Kong retail stocks declined, Prada dropped 3.03%, Bonjour Holdings rose 2.27%; biotechnology stocks generally rose, Wuxi Apptec rose 8.24%, Wuxi Bio rose 8.07%;
Yundong Xinyao (1952.HK): Positive clinical phase data of EVER001, with Naisfukang included in the new version of the medical insurance catalog.
EVER001 has achieved positive results in the 1b/2a clinical trial phase for the treatment of primary membranous nephropathy: As of the data cutoff date of September 13, the results indicated that in the low-dose group that completed 36 weeks of treatment.
Hong Kong stock movement | Genting New Year-B (01952) rises over 7% again, with a cumulative increase of over 45% this month. Nefun can quickly achieve volume exchange for price under medical insurance.
Cloud Top New Shine-B (01952) has risen over 7% again, accumulating a rise of more than 45% this month. As of the time of this report, it has increased by 6.71%, trading at HKD 49.3, with a transaction volume of HKD 0.183 billion.
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 week's Hong Kong stock market bull stocks | Biotechnology stocks performed brilliantly, with cloud top new soaring by 34% this week, wuxi apptec and wuxi bio rising by approximately 16%; new consumer trends are emerging! The "millet economy" concept
This week, the hang seng index has risen by a cumulative 2.28%, closing at 19,865.85 points; during the same period, the hang seng tech index has increased by 2.55%, closing at 4,464.65 points; the hang seng china enterprises index has risen by 2.73%, closing at 7,136.55 points.
Hong Kong Market Speed Watch | All three major indices closed higher! The technology index rose by over 2%; technology, healthcare, major finance, saas solutions concepts all rose, with SenseTime soaring nearly 15%, Wuxi Apptec, Kingdee Int'l rising by ov
Network technology stocks rose, SenseTime-W increased by 14.77%, jd.com Group-SW rose by 3.09%; biotechnology stocks strengthened, wuxi apptec rose by 9.20%, quantumph-p rose by 8.50%; digital health stocks increased, pa gooddoctor rose by 12.69%, za online rose by 3.75%.
Bocom Intl: National procurement of traditional chinese medicine decoction pieces and chinese patent medicine has begun. Stay tuned for opportunities related to subsequent relaxed medical insurance policies.
bocom intl continues to focus on recommending beneficiaries of the medical insurance negotiation, including akeso (09926), legend biotech, yunding xinyao-B (01952), simcere pharma (02096), and sino biopharm (01177).
【Brokerage Focus】bocom intl indicates that the pharmaceutical sector still has further room for recovery, with a focus on recommending symbols that benefit from healthcare negotiations.
Jinwu Finance | Bocom intl stated that the two major external diagnostic alliance collective procurements led by anhui and jiangxi have both been included in the national collective procurement of consumables, accelerating the pace of domestic substitution in the external diagnostic market. Meanwhile, the cost control trend in the traditional chinese medicine industry is gradually accelerating, coupled with regulatory compliance in the industry, the traditional chinese medicine sector may continue to be under pressure in the future. Recently, the pharmaceutical sector has slightly rebounded after significant fluctuations. Considering that the sector's valuation remains at historical lows, alongside subsequent bullish policies on fiscal matters and medical insurance/commercial insurance, as well as improved liquidity, the bank believes there is still room for further recovery. The bank continues to focus on recommending symbols that benefit from medical insurance negotiations, including: 1) Akeso (09
[Brokerage Focus] bocom intl raised the target price for Cloudrise New Moon (01952) citing that Nanfukang has successfully been included in the medical insurance, and expecting volume growth through price adjustments.
Jinwu Financial News | bocom intl released a research report stating that in November, Galaxy Innovation (01952) debuted in the medical insurance negotiations, successfully included in the national medical insurance catalog, becoming the only drug for IgA nephropathy listed in the catalog. The firm believes that the success in the first medical insurance negotiation for this drug proves its significant clinical value and also establishes its remarkable first-mover advantage in the IgA nephropathy field. The firm anticipates that this drug is expected to rapidly achieve an increase in volume through price adjustments, driving considerable sales growth. The firm expects that successfully being included in the medical insurance catalog will significantly enhance the certainty of sales growth for this drug, raising the production forecast for 2025-26.
China Antibody-B (03681) and New Brightness-B (01952) have made progress in authorized cooperation, and the new BTK inhibitor SN1011 has achieved positive results in the phase 1b/2a clinical trial interim data.
This milestone result not only recognizes the huge potential of SN1011, but also marks an important milestone achievement in the authorized cooperation agreement between China Antibody and Yunding Xinyao.
Hong Kong stocks movement | Genting Zhongjia-B (01952) rose over 4% in the afternoon. Since mid-October, its stock price has doubled, and the company has welcomed multiple catalysts recently.
Genting New Star-B (01952) rose more than 4% in the afternoon, reaching a high of 47.1 Hong Kong dollars, a new high since the end of October 2021. From October 16 to the present, the stock price has doubled. As of the time of publication, it rose by 4.33%, to 47 Hong Kong dollars, with a turnover of 0.291 billion Hong Kong dollars.
Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
China Resources Double-Crane Pharmaceutical Co., Ltd. -B (1952.HK): Naftopidil Mesylate successfully included in medical insurance, initial data of EVER001 film-type kidney disease excellent, target price raised.
Reversible BTK inhibitor EVER001: focusing on potential blue ocean areas, achieving positive phased clinical results. As of September 13, trial data indicates that among patients who completed 36 weeks of treatment in the low-dose group, 81.8% (
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