Hong Kong stocks fluctuated | CRO Concept stocks continued to surge in the morning, WUXI BIO (02269) and TIGERMED (03347) both rose over 9%.

In the early session, CRO Concept stocks continued to rise. As of the time of writing, WUXI BIO (02269) is up 9.59%, priced at 22.85 HKD; TIGERMED (03347) is up 9.09%, priced at 31.2 HKD; GENSCRIPT BIO (01548) is up 7.22%, priced at 11.88 HKD.

Zhitong FinanceFeb 14 11:11

China Securities Co.,Ltd.: Policy encouragement + new technology promotion + overseas opportunities create new chances, maintaining a bullish outlook on the Innovative Drugs industry.

National policies encourage the development of Innovative Drugs, new technologies promote the rapid growth of the Industry, new opportunities arise for going overseas, and there is a continuous Bullish outlook for the Innovative Drugs Industry.

Zhitong FinanceJan 21 07:54

WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.

① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?

cls.cnJan 20 16:30

Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.

In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.

Zhitong FinanceJan 20 13:51

Zhao Yin International: The Class B medical insurance catalog will be implemented within the year, Innovative Drugs will open up domestic payment space.

Zhao Yin International is Bullish on the valuation recovery of the Medical and Pharmaceutical Industry.

Zhitong FinanceJan 20 09:38

What does AI pharmaceuticals still lack before a market explosion? | Focus

① From the discovery of targets to the identification of preclinical candidate compounds, current generative AI mainly focuses on the early stages of drug development, which can lead to significant acceleration; ② If AI in drug development is to further expand the realm of possibilities, it must explore more profitable real-world applications.

cls.cnJan 20 08:34

Last year, the medical insurance Fund in the mainland was balanced with a slight surplus.

The press conference held by the National Medical Insurance Bureau stated that in 2024, the Medical Insurance Fund will balance its revenue and expenditure, with a slight surplus, ensuring the fund's safety and sustainability. According to preliminary aggregated data from the Medical Insurance Fund, in 2024, the total income of the national basic medical insurance fund will be 3.48 trillion yuan (RMB), an annual increase of 4.4%. The total expenditure of the national basic medical insurance fund will be 2.97 trillion yuan, an annual increase of 5.5%. The current surplus of the national medical insurance pooling fund is 470 billion yuan, with a cumulative balance of 3.87 trillion yuan. At the same time, the number of outpatient settlements in the national basic medical insurance has reached 6.7 billion visits, an annual increase of 19%. The maternity insurance fund is pending.

AASTOCKSJan 17 11:06

National Medical Insurance Bureau: Expand payment channels for Innovative Drugs and guide benefit-oriented commercial health Insurance to include Innovative Drugs in the coverage responsibilities.

On January 9, 2024, the National Healthcare Security Administration held a symposium to support the development of Innovative Drugs, communicating with several pharmaceutical companies about the progress of Innovative Drugs and listening to their opinions and suggestions regarding support from the healthcare insurance department.

Zhitong FinanceJan 13 11:17

China Securities Co.,Ltd.: An outlook on the pharmaceutical Industry 2024 annual report.

In 2025, the Industry is expected to achieve moderate growth and overall move towards high-quality development.

Zhitong FinanceJan 13 09:37

Guoyuan Securities 2025 CSI SWS Health Care index investment strategy report: Bullish on innovation and overseas expansion, focusing on upward fundamental segmentation tracks.

The international expansion of the pharmaceutical industry remains an essential path for our country's pharmaceutical companies in the future, and companies with strong product capabilities and channel capabilities are expected to gain an advantage.

Zhitong FinanceJan 10 10:20

Pharmaceutical stocks have become a transitional theme at present, and the performance line may be further valued by the market.

Track the entire lifecycle of the main sector.

cls.cnJan 7 09:20

Kintor Pharmaceutical Enrolls First Patient in Alopecia Drug Phase 3 Trial in China

MT NewswiresDec 30, 2024 18:44

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.

Zhitong FinanceDec 30, 2024 13:32

KINTOR PHARMA-B (09939.HK): The key Phase III clinical trial for KX-826 solution 1.0% treating androgenetic alopecia in adult men in China has completed the enrollment of the first subject.

On December 30, Gelonghui reported that KINTOR PHARMA-B (09939.HK) announced the successful completion of the first subject enrollment in the critical clinical trial of KX-826 solution 1.0% for treating androgenetic alopecia in adult men in China, which recently entered Phase III ("this Phase III"). This critical clinical trial is a multicenter, randomized, double-blind, placebo-controlled adaptive design study aimed at evaluating the efficacy and safety of topical KX-826 solution 1.0% for treating Chinese adult men with AGA.

Gelonghui FinanceDec 30, 2024 07:39

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.

BreakingsDec 24, 2024 19:10

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.

cls.cnDec 19, 2024 22:27

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.

AASTOCKSDec 19, 2024 09:49

Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.

The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.

Zhitong FinanceDec 16, 2024 14:21

The tenth batch of Pharmaceutical centralized procurement in the mainland is about to begin bidding, with 62 types of Pharmaceuticals included in the national procurement.

The national Pharmaceutical procurement declaration information public conference will be held today (12th) in Shanghai, signaling the upcoming opening of bids for the tenth national Pharmaceutical concentrated procurement. This national procurement includes 62 types of Pharmaceuticals. Since the pilot for concentrated Pharmaceutical procurement launched in 2018 in four direct-controlled municipalities and seven sub-provincial cities, the process has gradually normalized. In recent years, it has generally occurred twice a year, while the tenth batch of procurement is the only national procurement for 2024. This national procurement includes 62 types of Pharmaceuticals, covering various disease areas such as cardiovascular and cerebrovascular, digestive, tumors, and metabolism, with more than half being injections sold through Hospital channels. The procurement cycle for each variety is determined by the selection results.

AASTOCKSDec 12, 2024 10:32

Express News | CITIC Construction Investment: Optimistic about investment opportunities in the pharmaceutical industry in 2025, focusing on new volume and industry integration opportunities

BreakingsDec 12, 2024 07:38