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HANSOH PHARMA News
The opening ceremony of the Guangdong-Hong Kong-Macao Greater Bay Area International Clinical Trial Institute.
The "Guangdong-Hong Kong-Macao Greater Bay Area International Clinical Trial Institute", established by the special zone government and fully owned, officially opened today (21st) at the Hong Kong Park in the Hetao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone. The "Guangdong-Hong Kong-Macao Greater Bay Area International Clinical Trial Center" in Shenzhen Park also opened on the same day. The "one institute and one center" has become the first benchmark for the coordinated development of the "one zone and two parks" in the Hetao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone. Secretary for Administration and Home Affairs, Cheuk Wing-hing, stated that the National "14th Five-Year Plan" clearly supports Hong Kong in building an international innovation and technology center. The "Development Plan for Shenzhen Park in the Hetao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone" also strongly supports the coordinated development of science and te
The Hang Seng Index rose by 41 points, Kingsoft surged quickly, while Xpeng retraced after its results.
nvidia (NVDA.US) rose nearly 5% before the earnings announcement, leading the Nasdaq to gain 195 points or 1% on the night of the 19th, while the Dow dropped 120 points or 0.3%. Hong Kong stocks fluctuated upward. The Hang Seng Index opened 40 points lower, initially dropped 87 points to 19,575 points, then rebounded, at one point rising 89 points to 19,752 points, ultimately closing up 41 points or 0.2% at 19,705 points; the national index rose 6 points or 0.1% to close at 7,090 points; the hang seng tech index rose 18 points or 0.4% to close at 4,413 points. The total trading volume of the market for the day was 114.671 billion yuan. Alibaba-W (09988.HK)
The bullish market stimulated the Hong Kong stock pharmaceutical sector, with Laikai Pharmaceutical soaring nearly 20%.
Statistics from the Capital Research Department of Silver (Hong Kong) show that the number of innovative drugs IND and NDA has returned to growth after hitting a low in 2022. In the third quarter of this year, 1033 drug clinical approvals were granted, a 25% year-on-year increase, with a total of 8 first-class innovative drugs approved for marketing, doubling year-on-year.
Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation
①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.
Guosheng Securities: The trend of the domestic innovative drugs industry is gradually shifting from license-in to license-out.
Against the backdrop of intense competition and saturation of innovative drug targets in the domestic market, going overseas is expected to break through the profit ceiling of the domestic market and align with the trend of globalizing the innovative drugs industry.
Lu Chongmao led a group to Dongguan to attend the Traditional Chinese Medicine Innovation and Development Conference, witnessing the signing of the cooperation agreement on talent cultivation.
Professor Lu Chongmao, Director of the Department of Health, led a delegation to Dongguan today (13th) to attend the 6th Greater Bay Area Traditional Chinese Medicine Inheritance and Innovation Development Conference, and tomorrow (14th) will witness the signing of the "Guangdong-Hong Kong Traditional Chinese Medicine Talent Training Cooperation Framework Agreement" between the Department of Health and the Guangdong Provincial Administration of Traditional Chinese Medicine, as well as the exchange of texts for multiple cooperation projects in the Greater Bay Area of Guangdong, Hong Kong, and Macao in traditional chinese medicine.
The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
Medical stocks collectively surged! Bullish news has arrived, the medical sector welcomes a catalyst.
The medical sector with lagging growth finally sees a catalyst! Analysis believes that for medical institutions, prepayment of medical insurance funds helps optimize and improve the daily operation cash flow and financial pressure of medical institutions, reducing the potential receivables and bad debt risks caused by unpaid medical insurance expenses. For medical insurance, it enhances the settlement efficiency and encourages the active diagnosis and treatment enthusiasm of medical institutions.
Multiple bullish factors boost pharmaceutical stocks listed in Hong Kong, institutions say they still face this risk in the short term.
①What are the policy measures to support the field of innovative drugs? ②What unfavorable effects on domestic pharmaceutical stocks might Trump's election bring about?
[Brokerage Focus] Zhongtai International: The results of the US election have limited impact on most companies in the pharmaceutical industry.
Kingwu Financial News | China Tai International stated that the results of the USA general election have limited impact on most companies in the pharmaceutical industry. Currently, apart from the pharmaceutical R&D outsourcing services (CXO) sector in the pharmaceutical industry which may be affected by the USA bio bill, other sectors are not greatly affected by geopolitical influences because most companies' main sources of revenue are in China. Chinese pharmaceutical companies started to go global around 2019. According to the bank's understanding, only nine Chinese innovative drugs have been approved in the USA from 2019 to date. Additionally, US hospitals typically prefer local products when choosing medications. Therefore, the bank believes that Chinese pharmaceutical companies will still find it difficult to pose a threat to the US pharmaceutical industry in the short term. Currently, the situation looks favorable.
Lu Chongmao: The "1+" mechanism has approved a total of 5 new drug applications, with the cost of 2 drugs decreasing by nearly 30%.
Dr. Constance Chan, Director of Health, stated at the Legislative Council meeting today (8th) that since the new drug approval mechanism ("1+1" mechanism) took effect, the Department of Health has received inquiries from more than 80 pharmaceutical companies, totaling over 260, and has approved a total of 5 new drug applications. These include 2 treatments for metastatic colorectal cancer, 1 treatment for paroxysmal nocturnal hemoglobinuria, 2 treatments for patients with parathyroid cancer and a certain type of hypercalcemia in patients with primary hyperparathyroidism. Dr. Constance Chan revealed that two of the new drugs for the treatment of metastatic colorectal cancer have been included in the public hospital authority's list of specialty drugs. The public hospital authority has also successfully completed procurement discussions.
Hong Kong stocks have seen unusual movements, with CRO concept stocks generally under pressure. The emotions are influenced by the results of the USA election. Institutions point out that the probability of the Biosecurity Law being an independent law may
CRO concept stocks are generally under pressure. As of the time of publication, GenScript Biotech (01548) fell by 6.68% to HKD 10.9; Viva Biotech (01873) fell by 3.16% to HKD 0.92; Pharmaron (03759) fell by 2.64% to HKD 16.22.
Hong Kong stock concept tracking | The end of medical insurance negotiations is very encouraging for innovative drugs to be included in medical insurance at reasonable prices (with concept stocks)
The on-site negotiation and bidding stages for the adjustment of the national medical insurance pharmaceutical catalog in 2024 officially ended recently.
Is it the most 'rolled up' in history? The tenth batch of national procurement pharmaceutical catalog is officially announced, with up to 31 companies competing for a single variety.
①This afternoon, the National Pharmaceutical Centralized Procurement Office officially announced the tenth batch of national procurement pharmaceutical catalog, with a total of 263 specifications and 62 varieties; ②Many industry insiders believe that the tenth batch of national procurement will be the largest and most competitive national procurement in history.
hansoh pharma (03692.HK): The National Medical Products Administration has approved the B7-H3 targeted antibody-drug conjugate HS-20093 for breakthrough therapy.
格隆汇November 1st | Hansoh Pharma (03692.HK) announced that on November 1, 2024, the group's self-developed B7-H3 targeted antibody-drug conjugate ("ADC") injection HS-20093 was approved by the National Medical Products Administration (NMPA) of China as a breakthrough therapeutic drug, intended for the treatment indication of extensive-stage small cell lung cancer (ES-SCLC) progressing after standard first-line treatment (including platinum doublet chemotherapy combined with immunotherapy). HS-20093 is a novel B7-H3 targeted ADC, consisting of a fully human anti-B7-H3 monoclonal antibody and a topoisomerase inhibitor.
hansoh pharma (03692.HK) HS-20093 included in breakthrough therapeutic drugs.
Hansoh Pharma (03692.HK) announced that on November 1st, the group's self-developed B7-H3 targeted antibody-drug conjugate injection HS-20093 has been approved by the National Drug Administration for inclusion as a breakthrough therapeutic drug, with the indication planned for extensive-stage small cell lung cancer progressing after standard first-line treatment.
The Hong Kong stock sector generally fell with trading volume increasing to 160 billion Hong Kong dollars. Institutions believe that the Hang Seng Index at 19,500 points is worth absorbing.
Produced jointly by Zhongtai International and CaiLian News.
Zheshang Securities: Continuous realization of technological innovation upgrades driving the continuous improvement of performance expectations for innovative drugs and industry chains.
As the innovative drugs industry chain enters the commercialization realization period driven purely by incremental growth, the scarcity of incremental prosperity in the pharmaceutical sector continues to rise, international competitiveness continues to improve, and there is still room for upward valuation.
Hong Kong healthcare stocks receive attention from investors again, with Trifolium Biotech surging nearly 15%.
1. What is the impact of medical insurance negotiations on pharmaceutical stocks? 2. What are the reasons for the rise of Clover Biopharmaceuticals and Imin Ankang?
The first batch of pharmaceutical fund's third quarter report is released! Shareholding in US stocks reduced, while increasing holdings in Hong Kong stocks and A-shares.
The first batch of fund managers exposed in the third quarter medical investment strategy, significantly increased the proportion of innovative drugs, especially the position of Hong Kong-listed innovative drugs with greater flexibility.
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