Is the CRO Concept "Return of the King"? WuXi AppTec aggressively attacks, leading stocks celebrate after performance!
Release the signal?!
GTJA: Continuous iteration of anti-tumor therapies, domestic new drugs welcome breakthroughs.
GTJA focuses on products with significant differentiation advantages and leading companies in innovative segments.
Is the breakthrough path all in AI? Chain pharmacies are facing a wave of closures and an era of low profits.
① In 2024, particularly in the second half of the year, chain pharmacies will face a large-scale wave of closures, and leading chain pharmacies will generally enter a low-profit era. ② AI is also being assigned higher expectations in helping pharmacies reduce costs and increase efficiency. ③ Publicly available large models, due to a lack of support from vertical domain data, are still insufficient to support the actual Business Operation of pharmacies.
AI and policy drive together! Hong Kong stocks in the pharmaceutical sector make a collective comeback, with WUXI BIO surging over 13% leading the Industry.
① What technological breakthroughs have driven the improvement of research and development efficiency in the Biomedical Industry? ② What are the reasons for the leading increase in WuXi's affiliated companies?
Hong Kong stocks are experiencing fluctuations | CRO Concept stocks are warming up. The integration of AI and CXO has entered a new stage. Institutions claim that the external environment for CRO may be improving.
As of the time of writing, the CRO Concept has warmed up, with VIVA BIOTECH (01873) rising by 11.89% to 1.6 HKD; WUXI BIO (02269) increasing by 10.3% to 25.7 HKD; PHARMARON (03759) up by 5.67% to 16.04 HKD; and TIGERMED (03347) climbing by 5.86% to 37.05 HKD.
All the way up! The Innovative Drugs Sector in Hong Kong stocks surged collectively, with multiple stocks doubling this year. Who is reshaping the valuation?
The rise in the Hong Kong stock market's Innovative Drugs Sector continues. Market analysts point out that this wave of Innovative Drugs momentum benefits from a combination of factors including market sentiment, policy, and the realization of the companies' own commercial value.
Announcement highlights | New China Life Insurance's original premium income in the first two months increased by 29% year-on-year; PA GOODDOCTOR is expected to turn a profit year-on-year in 2024.
CHINA RISUN GP plans to exchange all equity of Dingzhou Xuyang Hydrogen Energy for Yihuatong A-shares. Upon completion of the trade, the actual controller of Xuyang GP will also become the actual controller of Yihuatong.
Kintor Pharmaceutical's Unit, Hangzhou ToMax Partner to Enter Overseas Cosmetic Market
KINTOR PHARMA-B (09939.HK) has signed an operation cooperation agreement for the overseas market of Cosmetic business.
Gelonghui March 12 | KINTOR PHARMA-B (09939.HK) announced that on March 12, 2025, its wholly-owned subsidiary, Suzhou KINTOR PHARMA Co., Ltd. ("Suzhou KINTOR"), signed a brand and sales operation cooperation agreement with Hangzhou Tuma Technology Co., Ltd. ("Tuma Technology"). The agreement is related to the company's Cosmetic products, including but not limited to anti-hair loss, acne removal, whitening, and other fields for business cooperation in overseas markets, including sales agency, brand operation, and market promotion. According to the operation cooperation agreement, the group and Tuma Technology have agreed to reach a consensus on the brand strategic operation of cosmetics in overseas markets.
Apex Healthcare (09939.HK) subsidiary has signed a brand and sales operation cooperation agreement with Technology Co.
Kaitao Pharmaceutical (09939.HK) announced that its wholly-owned subsidiary, Suzhou Kaitao, has entered into a brand and sales operation cooperation agreement with Tu Mai Technology. The agreement pertains to the company's Cosmetics, including but not limited to fields such as anti-hair loss, acne removal, and whitening products, focusing on business collaboration for sales agency, brand operation, and market promotion in overseas markets. According to the operation cooperation agreement, the group and Tu Mai Technology agree to reach a consensus on brand strategic operations for Cosmetics in overseas markets. Both parties will establish a partnership based on their respective advantages and resources. The group will be primarily responsible for the research and development, production, and quality control of Cosmetics, ensuring that the products comply with relevant regulations and standards, and provide.
KINTOR PHARMA-B (09939.HK) intends to hold a Board of Directors meeting on March 26 to approve the annual performance.
Gelonghui reported on March 11 that KINTOR PHARMA-B (09939.HK) announced that the Board of Directors meeting will be held on March 26, 2025 (Wednesday), to consider and approve the annual performance of the company and its subsidiaries for the year ending December 31, 2024, and its release.
KINTOR PHARMA-B: DATE OF BOARD MEETING
National People's Congress representative, Zhao Jing of Shandong Buchang Pharmaceuticals: "The 'AI+' is reaching a critical point of explosion. It is recommended to utilize AI to empower the inheritance and innovation of Traditional Chinese Medicine | Two
① Zhao Jing, a representative of the National People's Congress and Vice Director of Shandong Buchang Pharmaceuticals, brought the proposal "Utilizing AI to Empower the Inheritance and Innovation of Traditional Chinese Medicine and Build a New Pattern of Development for Traditional Chinese Medicine with 'Asia Vets + Technology'" to this year's Two Sessions, aiming to promote the intelligent upgrade of the Traditional Chinese Medicine industry through AI technology. ② Zhao Jing stated that the development of large models like DeepSeek has indeed pushed the integration of Traditional Chinese Medicine and AI to a critical point of explosion.
The investment secrets in the government work report: Analyzing the collaborative logic of the Global Strategy and policies of Guoshengtang (2273.HK).
The report clearly states to strengthen basic Medical and health services.
The bull market for Hong Kong stocks has begun; how to identify the certainty of value growth?
At present, the technical bull market in the Hong Kong stock market is becoming the focus of attention for global investors.
The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.
The reevaluation of the Hong Kong stock Technology sector reveals that the Innovative Drugs sector is also expected to迎迎迎 DeepSeeK moment.
① Hong Kong stocks in the Biomedical sector are strengthening in the short term, which Bullish factors are worth paying attention to? ② The number of new drugs under research in our country has jumped to second in the Global ranking, what new support does the policy provide?
The era of large models in medicine! AI empowers the Industry to press the "accelerator", while the industry still hopes for revolutionary technology to emerge | Medicine Bottoming Series ④
① AI, with its powerful data summarization capabilities, is driving further innovation in the Medical and pharmaceutical fields; ② however, pharmaceutical companies still feel troubled about how to leverage AI in research and development; ③ industry insiders believe that the limitations of technology and the inviolability of ethical and legal responsibilities objectively prevent AI from having the capability to be a responsible entity.
The enthusiasm for pharmaceutical companies going public in Hong Kong continues! Two leading COVID-19 drug companies are entering the market. How can they break the dilemma of single revenue sources?
In the past three months, nearly 20 pharmaceutical companies have submitted listing applications to the Hong Kong Stock Exchange, including True Biologics and Wangshan Wangshui, two former stars in the COVID-19 pharmaceutical industry; the primary revenue of these two companies is still concentrated on products related to COVID-19 authorization or commercialization, which has significantly declined, providing limited Cash / Money Market.
Are market disruptions caused by Trump risk? Pharmaceutical stocks suddenly changed, and WuXi AppTec's stocks fell across the board.
Under the AI boom, the Biomedical and AI Medical stocks have been running wild this year.