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Hengrui PD-1 monoclonal antibody has once again submitted an application for listing in the USA. Will it replicate the approval path of Keytruda monoclonal antibody? | Speed Reading Announcement
①Today, jiangsu hengrui pharmaceuticals announced that it will resubmit the application for approval of Carirelizumab in the USA, after previously receiving a Complete Response Letter (CRL) from the US FDA, causing a delay; ②Junshi Bio's PD-1 variety also experienced delays in the USA but eventually succeeded in getting approved, industry insiders suggest that hengrui may replicate this process; ③If successfully approved in the USA, it would be of great significance to hengrui pharmaceuticals' global strategy.
Another meeting today! Leading photovoltaic companies discuss pricing mechanisms. The upstream has stabilized, but the downturn in components has not stopped.
①China Photovoltaic Industry Association held a symposium on preventing industry vicious competition, aimed at resolving excess production capacity earlier; ②Such meetings have been held many times, but the effectiveness is good. Currently, component prices continue to fall, and the industry is expecting more specific production reduction plans.
Insurance bids farewell to historical lows.
The stock price trend of the insurance sector has benefited from multiple factors. First, because A-share investors have favored assets with high dividends and high dividends this year; second, after the new policy on 9.24 ignited market sentiment, the sector's beta effect was obvious; third, the stock prices invested by insurance companies are expected to rise in the stock market, thereby enhancing the intrinsic value of insurance companies.
The first Chinese stocks etf's net assets surpassed one billion, overseas institutions emphasize valuation advantages remain unchanged
① The net assets of iShares China Large Cap ETF have reached 10.86 billion US dollars, marking the first time that the scale of a Chinese stock ETF listed in the United States has exceeded 10 billion US dollars; ② Bank of America strategists team indicated that as economic growth forecasts are revised upward and bond yields rise, it is expected that asset allocation to China will increase.
In the price war of photovoltaic products, longi green energy technology's new product pricing is 0.1 yuan/W higher than its competitors. Industry dynamics.
In the established pricing scheme in china, longi green energy technology's HPBC2.0 new product pricing will be higher than competitors by 0.1 yuan/W, with an initial investment increase of around 0.1 million yuan for 1 MW; Component prices are still overall declining. The company believes that product pricing is related to value, downstream customers will pay more attention to efficiency and reliability when choosing products.
Insurance funds are accelerating portfolio adjustments, ping an insurance-related private equity funds plan to reduce shareholding in two gem companies, at least 6 listed companies in this round of market have been reduced by insurance funds.
①CIMC Vehicles and Range Intelligent Computing Technology Group, two gem companies, both disclosed on the same day that multiple private equity fund shareholders are expected to reduce their holdings, with all relevant parties having connections to Ping An Insurance. ② Recently, insurance funds have accelerated their pace of portfolio adjustments, with at least six A-share companies being targeted for shareholding reduction in this round of market trends. ③ On October 9th, several leading insurance companies made statements, announcing their intention to further leverage the role of the capital markets as a "stabilizer" and "booster".