Adjustment of MSCI Global Standard Index: These Star companies are "included".
① Baillie Gifford stated that this is the company's first inclusion in the MSCI Chinese Index, which is similar to the domestic SSE Science and Technology Innovation Board 50 Index, and may lead to stocks being concentrated and bought for a certain period, causing stock price fluctuations; ② As the MSCI Chinese Index is nested within the MSCI Emerging Markets Index, entering the MSCI Chinese Index means entering the MSCI Global Standard Index series, thereby gaining passive fund tracking.
Zejing Pharma's new drug for alopecia has been reported to be上市. 'Distant water' may not quench immediate thirst as the company's finances are tight and plans for a new round of financing are in place.
① Following Jiangsu Hengrui Pharmaceuticals, Zai Lab's JAK inhibitor, Hydrochloride Jikaxitinib tablets, has been applied for listing under the indication of severe alopecia areata; ② The company has still not emerged from its loss predicament, with a cash and cash equivalents balance of only about 0.15 billion yuan at the end of the first quarter of 2025.
How to cope with external environmental shocks? Nanjing King-Friend Biochemical Pharmaceutical: Accelerate Global Strategy to enhance bargaining power | Directly hit the Earnings Conference.
① Regarding the impact of Trump's new policies, the company stated that an open market is conducive to better competition, and will ensure the company's bargaining power with competitive advantages; ② In the first quarter, the Active Pharmaceutical Ingredient Sector faced pressure, and the company mentioned that the reasons for the adjustments in customer procurement strategies are still unclear, and it cannot determine whether this will continue; ③ In light of the uncertainty in the external environment, the company will accelerate the research and development and上市 of biopharmaceutical products, and actively expand into Emerging Markets.
"Do not sell if prices do not drop"! Trump enforces a cap on the minimum drug prices for developed countries, but a litigation battle may 'replay'.
① An executive order signed on the 12th of October, USA time, requires that the payment price of pharmaceuticals in the USA be forcibly anchored to the lowest level of other developed countries within 30 days; ② There is strong opposition within the USA, and industry experts estimate that a legal battle is about to "replay"; ③ As the market-oriented USA begins to wield the big stick of administrative pricing, the underlying rules of the game for Innovative Drugs have quietly been rewritten.
The 75-year-old Chairman of the listed company shows off his muscles bare-chested, endorsing his own products and giving it his all.
① The Chairman of Sichuan Kelun Pharmaceutical, Liu Gexin, personally took charge as the spokesperson for the company's health product, showcasing his muscles. ② The company stated that the Chairman has been using this product and has maintained long-term discipline, and in the future, will launch other health products. ③ Industry insiders indicated that ergothioneine is extracted biologically, and can now also be produced through synthetic biology methods, having antioxidant properties, among others.
It is expected that the delivery growth rate of Innovative Drugs will significantly increase. The chairman of Yifan Pharmaceutical stated, "The certainty of this year's performance is relatively high" | Direct coverage of the Earnings Conference.
1. Yifan Pharmaceutical expects that the shipment volumes of Yilishu and Yinikang will see significant growth by 2025 during the Earnings Conference. 2. Chairman Cheng Xianfeng stated that the company is expanding into the developed markets of Europe and America through Yilishu, while also continuing to focus on core therapeutic areas and promoting global research and development collaboration for key projects in the pipeline.