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"When will the 'medication' market return? Foreign capital and public offerings are racing to buy these pharmaceutical stocks.
The pharmaceutical industry has always been recognized as a "long slope and thick snow" track, and it is also one of the sectors that capital markets pay the most attention to.
Express News | Six institutions: improve the management of grassroots pharmaceuticals and expand the types of grassroots pharmaceuticals.
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.
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?
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.
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.
Hong Kong stock innovative drugs sector once again welcomes national market sentiment, with "real innovation" becoming a key layout.
For domestic innovative drug enterprises, the medical insurance catalog has now become a 'threshold'. As long as the innovative drug enterprises successfully cross the threshold, they can rely on the logic of trading price for quantity to achieve rapid volume expansion of products, thereby crossing a major step in the company's cash realization speed and hematopoietic ability.
Express News | Sinolink: The pharmaceutical sector as a whole is expected to usher in an opportunity for valuation repair.
Guotou Securities: Guotan enters a normal stage, long-term volume can be expected for innovative drugs.
The medical insurance negotiation for 2024 is expected to start soon, with multiple domestic innovative drugs participating in this year's medical insurance negotiation.
Bocom Intl: rates the Mainland pharmaceutical industry as "leading", focusing on innovative and consumer-driven targets.
The "Notice on Organizing Pharmaceutical Institutions to Submit the Demand Quantity of the Tenth Batch of Nationally Organized Pharmaceutical Centralized Procurement Varieties" shows that the tenth batch of pharmaceuticals for national procurement consists of a total of 263 specifications, involving 62 varieties. It is planned to report the quantities from October 18-28, with each province completing the quantity review before November 1, and submitting it to the National Joint Procurement Office.
The tenth batch of national procurement reporting documents have been leaked, industry insiders: does not represent the final list of centralized procurement varieties. The competition intensity will reach new heights.
①A few days ago, a leaked document of the tenth batch of national procurement reporting list circulated within the industry. Today, when reporters verified with the relevant department, they indicated that it is an internal document not for public disclosure, and the formal centralized procurement document will be released publicly in the future; ② Several industry experts have informed reporters that this reporting list does not represent the final procurement list, but the competitive landscape of the tenth batch of national procurement will start with at least seven companies; ③ The competition for the tenth batch of national procurement will be particularly intense.
Express News | The upcoming new round of medical insurance negotiations has attracted continuous attention to the exchange of innovative drugs for quantity at price.
Express News | China Securities Co.,Ltd.: Focus on investment opportunities in seven directions in the health care industry.
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