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China Securities Co.,Ltd.: Policy encouragement + new technology promotion + overseas opportunities create new chances, maintaining a bullish outlook on the Innovative Drugs industry.
National policies encourage the development of Innovative Drugs, new technologies promote the rapid growth of the Industry, new opportunities arise for going overseas, and there is a continuous Bullish outlook for the Innovative Drugs Industry.
WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.
① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?
Hong Kong stocks fluctuate | Dairy industry stocks warm up today as Goldman Sachs states that the number of newborns in 2024 exceeds expectations, which may ease pressures in the infant formula industry.
The dairy stocks have rebounded today. As of the time of this report, YouRan Dairy (09858) increased by 5.84%, reported at 1.63 HKD; CH MODERN D (01117) increased by 3.61%, reported at 0.86 HKD; CHINA FEIHE (06186) increased by 3.3%, reported at 5.32 HKD; MENGNIU DAIRY (02319) increased by 1.05%, reported at 15.4 HKD.
Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.
In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.
Zhao Yin International: The Class B medical insurance catalog will be implemented within the year, Innovative Drugs will open up domestic payment space.
Zhao Yin International is Bullish on the valuation recovery of the Medical and Pharmaceutical Industry.
What does AI pharmaceuticals still lack before a market explosion? | Focus
① From the discovery of targets to the identification of preclinical candidate compounds, current generative AI mainly focuses on the early stages of drug development, which can lead to significant acceleration; ② If AI in drug development is to further expand the realm of possibilities, it must explore more profitable real-world applications.
