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[Brokerage Focus] Guosen Securities maintains the "outperform" rating on hutchmed (china), indicating that the company has made progress in both clinical development and commercialization.
Jingu Finance News | Guosen Securities released research indicating that Hutchmed (China)’s SULINIPINIPIB in adult ITP patients has achieved a sustained response rate of 51.4% and good safety, expected to become a BIC Syk inhibitor. According to the current review progress, the company expects SULINIPINIPIB to be approved for listing in China in 2025; FUKITINIB achieved sales of over 0.2 billion US dollars in the first three quarters this year in the USA and was approved for listing in Japan and Europe in the second half of this year, expected to continue the trend of overseas sales volume next year; SAVOLITINIB has successfully completed medical insurance renewal and achieved positive results in the SAVANNAH clinical trial.
Market bullish stimulus boosts Hong Kong pharmaceutical stocks, with Genshuo Niaoyao rising over 14%.
① What bullish impacts does the medical insurance centralized procurement have on pharmaceutical companies? ② How do institutions view the subsequent development of pharmaceutical stocks?
China Securities Co.,Ltd.: In the 2024 version of the medical insurance catalog, the number of innovative drugs added has reached a new high, balancing 'ensuring basic coverage' and 'supporting genuine innovation'.
Overall situation of the 2024 medical insurance catalog: the results are stable, meeting expectations, with a record high in the number of new innovative drugs, reflecting a balanced consideration of fund safety, public medical needs, and support for innovation.
HUTCHMED Announces Share Capital Details
Reported Thursday, HUTCHMED Confirms ORPATHYS (Savolitinib) Retains Spot On China's National Reimbursement Drug List
AstraZeneca Partner's Orpathys Secures Renewal on China's Drug Reimbursement List
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