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Zhongtai: Innovative Drugs lead the market, pay attention to Q1 performance + policy catalysis.
In April, the pharmaceutical Sector is expected to continue its structural market trend, with Innovative Drugs as the main line and thematic opportunities rotating.
The entire pharmaceutical sector has surged sharply; what happened?
On Monday, all AH Stocks in the pharmaceutical Sector surged, with innovative drugs performing the strongest. The Yinhua CSI Innovative Drugs Industry ETF collectively rose sharply, driven by three main factors: the relaxation of collective procurement, overseas license authorizations, and improvement in Earnings Reports that will reshape the Industry landscape.
Overseas expansion is continuously being catalyzed, and the pharmaceutical stock market is gradually heating up. Institutions: China's "R&D premium" is being recognized globally.
① As of the time of writing, the Hang Seng Innovative Drugs Index has risen over 6%, with many Biomedical stocks in the A-share market hitting the ceiling limit. ② GTJA emphasizes that the centralized procurement rules are expected to be optimized, promoting marginal improvements in the pharmaceutical Sector. ③ Soochow believes that overseas buyers' attention to China's first in class opportunities has significantly increased.
The "wind" has reached the pharmaceutical stocks, and the Sector is experiencing a surge in limit-up prices! What are the Bullish catalysts?
Catalysts from news, warming performance, and the advantages of valuation may become the main factors boosting the rise of pharmaceutical stocks.
The optimization policy direction for drug central purchasing is a hot topic: overcoming the "Low Stock Price" phenomenon and guiding quality supervision.
① The government work report on March 5 mentioned the need to "optimize the Pharmaceutical and consumables centralized procurement policy"; ② From the overall trend of optimizing the centralized procurement policy, there is a greater emphasis on moderate price reductions and quality supervision, and the concentration of the Industry is expected to further increase.
BD Trade resolves financing difficulties! Industry: Innovative Drugs have survived, but the challenge of thriving is even greater.
① In 2024, license-out Trade has become an important way for Biotech to recover funds and increase revenue; ② The quality and standing of Innovative Drugs in China are gaining more international recognition; ③ Whether Innovative Drugs are worth investing in is related to the secondary market in the short term, but in the medium to long term, it depends on the improvement of the primary market exit channels, the payment environment for Innovative Drugs, and other issues.
