The competition is fierce! Musk once said that "Tirzepatide", which is more effective than semaglutide, will be launched in China. Who will dominate the weight loss drug market in 2025?
① Today, Eli Lilly and Co announced the official launch of tirzepatide in China, covering both type 2 diabetes and weight loss, and it is already available on some online platforms; ② Musk has claimed that tirzepatide is better than semaglutide, while the market is more focused on the pricing of tirzepatide and whether it will be included in medical insurance; ③ The competition in the GLP-1 sector will become even more intense in 2025, with Jiangsu Hengrui Pharmaceuticals, INNOVENT BIO, and Gan & Lee Pharmaceuticals receiving widespread attention.
Policy stimulus for 3C and home appliance demand release. Will the multiplier effect of the "trade-in" policy continue in 2025? | Year-end review.
In 2024, the implementation of the "national subsidy" policy for the exchange of old for new will effectively stimulate the demand for home appliances and Consumer Electronics. Market analysis suggests that related subsidies for the exchange of old for new are expected to continue next year, with mobile phones and more home improvement categories likely included, while the future policy-driven effects still remain to be observed.
Overseas income sharply decreased, impacting performance, and the funding projects of Otaibio have been delayed.
① Due to the impact of international situations, economic policies, and fluctuations in the overall market, the fundraising projects of Aotai Biological aimed at expanding overseas markets will be delayed. ② Overseas revenue has always been the most core source of income for Aotai Biological, with the overall income proportion once reaching 99.83%, and the sharp decline in overseas revenue has also led to a significant drop in Aotai Biological's overall income.
The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
Breaking! 17.5 billion Zhipu AI Concept stocks are under investigation by the Securities Regulatory Commission | Evening announcement collection.
Guangxi Xinxunda Technology Group: The company and its actual controller Wu Chenghua received the "Notice of Case Filing" from the China Securities Regulatory Commission.
20CM hit the limit! The wave of Asia Vets smart glasses is rising!
In today's morning trading, Tianjian Co., HC SemiTek Corporation, and Yuntian Lifiy hit the 20cm limit. The AI glasses Concept is gaining strength, and Shanjite Technology has released its first mass-produced AI glasses.