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.
HUTCHMED Aligns Leadership With Share Awards
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.
Central Bank's major announcement! Reserve ratio cut, interest rate cut, officially launching share buyback and shareholding refinancing.
Pan Gongsheng stated that it is expected to carefully assess the market liquidity situation before the end of the year, and opportunistically further lower the deposit reserve ratio by 0.25-0.5 percentage points; reduce the open market 7-day reverse repurchase operation rate by 0.2 percentage points.
[Brokerage Focus] CICC pointed out that the policy address has limited support for Hong Kong real estate, but has a positive long-term impact on the industry.
King Wus Financial News | China Construction International released research reports, stating that the Chief Executive of Hong Kong has just announced the 2024 Policy Address, introducing favorable population, economic, and housing policies for the real estate industry. Although these incremental policies may be limited in scope and the extent may disappoint some market participants, the reality is that the Hong Kong government does not have much room for policy relaxation. Policy initiatives to attract talent and promote the economy may be the best outcome the industry can expect. The bank believes that these policies will have a positive impact on the real estate industry over time, especially on house rental companies focused on community-based retail like Link REIT, as well as on companies like New World
Brokerage Focus: Northeast Securities maintains a "buy" rating on Hutchmed (China) (00013), pointing out its wide product market space and the potential for continuous overseas expansion.
Golden Economist | Dongbei Securities released a research report stating that Hutchmed (China) (00013) announced positive topline results from the SAVANNAH II study. The combination therapy of Tepotinib (Orantinib) and Sawtinib (Savolitinib) showed high, clinically meaningful, and durable ORR improvement in non-small cell lung cancer patients with disease progression after previous treatment with Tepotinib, high-level MET overexpression and/or amplification (defined as IHC90+ and/or FISH10+) of EGFR mutations. The above data will be presented at an upcoming academic conference and shared with global regulatory institutions. The bank's analysis.
Biomedical stocks are performing strongly, with Lai Kai Medical (02105) rising by 26.26%. Institutions point out that the valuation of the sector has reached historical lows, still with further room for recovery.
King Wus Financial News | The biopharmaceutical sector has shown strong performance, with Lai Kais pharmaceutical (02105) up 26.26%, Amy Pharmaceutical (06660) up 19.76%, Yimingonco (01541) up 7.04%, Hansoh Pharma (03692) up 6.4%, HutchMed (China) (00013) up 6.91%, Peijia Medical (09996) up 5.75%, Akeso (09926) up 5.77%. Bocom Intl indicated that the tenth batch of pharmaceutical national procurement volume documents show historically high thresholds and the highest proportion of injections, anticipating exceptionally intense competition.
Hong Kong stocks midday review | The three major indices collectively rebounded! The technology index rose by over 1%; the technology, internet, semiconductors, and brokerage sectors led the gains, with Xiaomi and China Merchants rising by about 4%, while
Network technology stocks rose across the board, SenseTime-W rose by 4.00%, Xiaomi Group-W rose by 3.96%; shares of real estate developers mostly declined, Sunac fell by 21.10%, China Vanke fell by 10.65%; stocks of property services and management trended lower, Evergr Services fell by 6.74%, Wanyuwang fell by 5.59%.
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.
HUTCHMED Shares Are Trading Higher After the Company Announced High-level Results From the SAVANNAH Phase II Trial.
hutchmed (china) company dynamics comment: Savolitinib combination therapy Phase II clinical trial showed improvement in ORR.
Event: Recently, the company announced that the SAVANNAH II study has achieved positive interim results, indicating that the combination therapy of Tepotinib (Capmatinib) and Savolitinib (Savolitinib) is effective in patients with disease progression after prior treatment with Tepotinib, accompanied by high.
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.
Hutchmed Says Combination Lung Cancer Therapy Shows Efficacy in Phase 2 Study
HUTCHMED Reports TAGRISSO Plus ORPATHYS Showed Clinically Meaningful Responses In Lung Cancer Patients With High MET Overexpression Or Amplification In The SAVANNAH Phase II Trial
HUTCHMED Unveils Promising Lung Cancer Trial Results
hutchmed (china) Tyvyt and Sulanda combined therapy shows clinical significance in remission rate.
hutchmed (china) (00013.HK) announced that the SAVANNAH Phase II study has achieved positive preliminary results. The combination therapy of Tagrisso (osimertinib) and Orpathys (savolitinib) in patients with advanced non-small cell lung cancer who have previously progressed after Tagrisso treatment, accompanied by high levels of Met overexpression and/or amplification (defined as IHC90+ and/or FISH10+) of Epidermal Growth Factor Receptor (EGFR).
hutchmed (china) (00013.HK) announced that the combination therapy of surufatinib and vorolanib showed a high and clinically meaningful response rate in patients with high MET levels in the SAVANNAH Phase II study.
Gelonghui, on October 16th, announced that hutchmed (china) (00013.HK) has disclosed positive summary results from the SAVANNAH II trial. The combination therapy of Tagrisso (osimertinib) and Orpathys (savolitinib) demonstrated promising results in patients with disease progression after prior treatment with Tagrisso, and with high levels of mesenchymal-epithelial transition factor ("MET") overexpression and/or amplification (defined as IHC90+ and/or FISH10+) of epidermal growth factor receptor ("EGFR").
Express News | The upcoming new round of medical insurance negotiations has attracted continuous attention to the exchange of innovative drugs for quantity at price.
gtja: Bullish on innovative drugs policy, expected to continue to advance. Chinese patent medicine centralized procurement may face accelerated expansion.
With the support of the entire chain, innovative drugs have seen a series of bullish policies introduced in various regions, and favorable policies are expected to continue to advance in the future; centralized procurement of chinese patent medicine may accelerate its expansion.