03692 HANSOH PHARMA
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HANSOH PHARMA News
The comprehensive list of top pick stocks for Hong Kong stocks by the Brokerage "Outlook" (Everbright International, Zhongtai International).
Everbright Securities International published its 2025 outlook in early December, listing 8 recommended stocks: Ping An Insurance (02318.HK), AIA (01299.HK), Jiangxi Copper (00358.HK), Zijin Mining (02899.HK), Tencent (00700.HK), Lenovo (00992.HK), Cheung Kong Infrastructure (01038.HK), and CLP Holdings (00002.HK).------------------------Zhongtai International published its 2025 outlook report for the Hong Kong stock market strategy in early December, listing the annual recommended stock portfolio: Tencent (00700).
[Brokerage Focus] HTSC gives HANSOH PHARMA (03692) an initial "Buy" rating with a Target Price of 22.28 HKD.
Jinwu Financial News | HTSC has released a Research Report, initiating coverage on HANSOH PHARMA (03692). The firm indicates that the company is one of the domestic pharmaceutical enterprises that has successfully undergone innovation transformation, with a total of 8 listed Innovative Drugs, ranking second among domestic pharmaceutical companies. The approval progress of these 8 listed Innovative Drugs is among the top two in the same category domestically, and they have advantages over competitors in terms of efficacy and safety. The underlying innovative strength is gradually being validated, and an innovative catalytic wave may occur in the next two years. The firm is Bullish on the company's achievements in global innovation transformation: 1) In the first half of 2024, the revenue proportion of Innovative Drugs has surpassed 70% and is on an upward trend; 2) 202
How is the quality and supply of Pharmaceuticals guaranteed? The National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals.
On December 26, 2024, the National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals, inviting representatives from the National Medical Products Administration, selected Pharmaceutical enterprises, and research Institutions to communicate and exchange views on recent societal concerns regarding quality assurance of centrally procured Pharmaceuticals and innovative development in the Industry, and to listen to opinions and suggestions.
HANSOH PHARMA (03692.HK): A down payment of 0.112 billion USD awarded to Merck for preclinical oral GLP-1.
Event: On December 18, 2024, HANSOH PHARMA granted Merck the global exclusive licensing rights to its oral small molecule GLP-1 receptor agonist under development. According to the agreement, HANSOH PHARMA will receive a down payment of 0.112 billion dollars.
HANSOH PHARMA (3692.HK): Innovation brings passion as the leader welcomes a new dawn.
Initiating coverage of HANSOH PHARMA with a "Buy" rating and a Target Price of 22.28 HKD. Bullish on the company's realization of global Innovative Drugs transformation: 1) In the first half of 2024, the revenue share of Innovative Drugs has surpassed 70% and continues to show an upward trend; 2) 202
CICC: Maintains HANSOH PHARMA "Outperform Industry" rating with a Target Price of HKD 21.12.
CICC released a research report stating that it maintains a "outperform the Industry" rating for HANSOH PHARMA (03692), being Bullish on the company's future progress in going global, and maintains a Target Price of HKD 21.12. Due to the possibility that the initial payment for this authorized cooperation may be confirmed in 2025, the bank has lowered its expectations for 2024 authorized revenue and maintained its expectations for 2025 authorized fees, thus reducing the 2024 profit forecast by 9.7% to 4.04 billion yuan while keeping the 2025 profit forecast unchanged. On December 18, 2024, the company announced the granting of a global exclusive license agreement for Merck's HS-10535 (oral GLP-1 receptor agonist). CICC
HANSOH PHARMA (03692.HK): The oral GLP-1 authorization with MSD marks another victory in the Global Strategy.
Company Update: On December 18, 2024, the company announced the granting of a Global exclusive licensing agreement to Merck for HS-10535 (an oral GLP-1 receptor agonist). Comments on the collaboration with MSD regarding GLP-1, total Trade.
Express News | State Council meeting: Deploy measures to deepen the reform of Pharmaceutical and medical instruments regulatory system to promote high-quality development of the pharmaceutical industry.
China Merchants International: The preferred choices in the Mainland's innovative pharmaceutical Industry are Hansoh (03692.HK) and Rongchang (09995.HK).
China Merchants' international research report indicated that the acquisition of Chinese domestic Innovative Drugs companies by multinational industry leaders reflects the Global pharmaceutical market's recognition of China's innovative capabilities. Traditional pharmaceutical companies have been continuously strengthening their R&D transformation and overseas business development collaborations in recent years, and the quality of these collaborations has been steadily improving. The partners have gradually shifted from small and medium-sized biotech companies to large multinational pharmaceutical enterprises. In terms of clinical pipelines, both mid-to-late stage and early-stage Assets are actively implementing strategies to go global. China Merchants stated that in the domestic Innovative Drugs industry, the top choices are Hansoh (03692.HK) and Rongchang (09995.HK). Among these, Hansoh Pharmaceutical has achieved small molecule "GLP-1" in oral formulations.
The strategy outlook for the first quarter of 2025 by China Merchants International recommends a cautious rating for stocks listed in Hong Kong.
China Merchants International released a research report, outlining the outlook for the US and Hong Kong stock markets, with Amazon (AMZN.US), DoorDash (DASH.US), Netflix (NFLX.US), Meituan (03690.HK), Tencent (00700.HK), Tencent Music (TME.US), Hansoh Pharmaceutical (03692.HK), 3SBio (01530.HK), REMEGEN (09995.HK), Alnylam Pharmaceuticals (ALNY.US), Thermo Fisher Scientific (TMO.US), and Giant Biogene (02367) as top picks for the first quarter of next year.
Market quick glance | The three major Indices showed mixed results, with the tech index slightly rising, Xiaomi and Tencent increasing nearly 3%; Semiconductors stocks were strong, with Semiconductor Manufacturing International Corporation rising over 8%;
Network Technology stocks performed poorly, KUAISHOU-W fell by 5.42%, Alibaba-W dropped by 3.44%; most Coal Industrial Concept stocks declined, SOUTHGOBI fell by 12.02%, China Coal Energy dropped by 6.37%; many Hong Kong Retail Stocks fell, PRADA decreased by 3.80%, BOSSINI INT'L dropped by 3.48%;
Citi raised the Target Price for HANSOH PHARMA (03692.HK) to 25.24 yuan with a rating of 'Buy'.
CMB International released a report stating that HANSOH PHARMA (03692.HK) has granted MSD global exclusive rights for its preclinical oral small molecule GLP-1 receptor agonist HS-10535. HANSOH will receive a prepayment of 0.112 billion USD and may receive milestone payments of up to 1.9 billion USD, as well as future sales royalties. CMB International believes that, aside from weight loss effects, the safety of small molecule GLP-1 drugs is a key differentiating factor. The rating for this stock is maintained at 'Buy', believing that HANSOH has successfully developed a comprehensive GLP-1 Assets pipeline portfolio, and the collaboration with MSD will...
Zhuhai International: Maintains HANSOH PHARMA (03692) "Buy" rating with the Target Price raised to HKD 25.24.
HANSOH PHARMA has granted MSD the global exclusive license for its preclinical oral small molecule GLP-1 receptor agonist HS-10535.
Bank of America Securities: Reiterates Buy rating for INNOVENT BIO (01801) and HANSOH PHARMA (03692) with both Target Prices raised.
INNOVENT BIO (01801) recently reached a commercialization agreement with Eli Lilly and Co (LLY.US) for its non-covalent (reversible) BTK inhibitor "Jepalibri" in mainland China.
Hansoh Pharmaceutical Units Sign Up to $2 Billion Licensing Deal for Weight Loss Drug Candidate
Bank of America Merrill Lynch has lowered the Target Price for Shanghai Pharmaceuticals (01093.HK) to 4.6 yuan and raised the Target Price for INNOVENT BIO (01801.HK) to 56.4 yuan.
Merrill Lynch Securities released a Research Report stating that CSPC PHARMA (01093.HK) and BEIGENE (06160.HK) have reached a global exclusive licensing agreement for the group's novel methionine adenosyltransferase 2A (MAT2A) inhibitor SYH2039 and subsequent development. Taking into account the aforementioned collaboration and the recent bidding results of the tenth batch of national organization pharmaceutical centralized procurement, the revenue forecasts for CSPC PHARMA for 2024 to 2026 have been adjusted down by 0.8%, up by 1.7%, and down by 1.7%, respectively, while the earnings per share forecasts have been adjusted down by 0.9%, up by 10.5%, and down by 1.9%. Considering CSPC PHARMA's core product Enbrel.
HANSOH PHARMA (3692.HK): Oral GLP-1 candidate accomplished transaction with MSD.
Hansoh out-licensed an oral GLP-1 drug to MSD. Hansoh has granted MSD global rights.
The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."
In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.
Morgan Stanley: Maintains "Shareholding" rating on HANSOH PHARMA (03692) with a Target Price of 24 Hong Kong dollars.
HANSOH PHARMA announced the signing of a global exclusive licensing agreement with Merck, granting them global exclusive rights to develop, manufacture, and commercialize the preclinical oral small molecule GLP-1 receptor agonist HS-10535.
UBS Group: The price reduction of the tenth round of collective procurement of Pharmaceuticals exceeded expectations, showing a cautious attitude towards the China generic drug market.
UBS Group released a research report stating that the tenth batch of national Pharmaceutical procurement in the mainland involves 62 types of Pharmaceuticals, with 385 products eligible for selection. Although the government has not disclosed the price reduction situation, according to Statistics, this time the reduction exceeds expectations, reaching 80% to 96%, and it is believed to be the largest reduction in history. The results of the Pharmaceutical procurement will be comprehensively implemented nationwide starting from April next year and will remain effective until the end of 2027. Overall, UBS Group believes that the results of the tenth batch of national Pharmaceutical procurement reflect China's tightening of the basic Medical Insurance Fund, and the government has also increased support for new drugs. Looking ahead, the bank holds a cautious attitude towards the prospects of China's generic drug market, and also anticipates.
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