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The enthusiasm for pharmaceutical companies going public in Hong Kong continues! Two leading COVID-19 drug companies are entering the market. How can they break the dilemma of single revenue sources?
In the past three months, nearly 20 pharmaceutical companies have submitted listing applications to the Hong Kong Stock Exchange, including True Biologics and Wangshan Wangshui, two former stars in the COVID-19 pharmaceutical industry; the primary revenue of these two companies is still concentrated on products related to COVID-19 authorization or commercialization, which has significantly declined, providing limited Cash / Money Market.
Is Trump’s risk disturbing the market? Pharmaceutical stocks have suddenly changed, and the WuXi group has collapsed entirely!
Under the AI boom, the Biomedical and AI Medical stocks have been running wild this year.
The adjustment of Hang Seng Index weights has triggered capital flows among major players: Alibaba and Tencent are facing short-term selling pressure, how should investors respond?
① How does the adjustment of the weight of leading stocks affect the related Stocks? ② Why is the "time window" for passive funds rebalancing concentrated on the day before it takes effect?
[Brokerage Focus] China Securities Co.,Ltd.: With policies and technology driving together, the competitiveness of China’s Innovative Drugs Industry continues to rise.
Jingwu Financial News | China Securities Co.,Ltd. research points out that from a policy perspective, centralized procurement and medical insurance negotiations have entered a normalized stage, and commercial Insurance has brought potential growth space to the Innovative Drugs market, with expectations for further support for Innovative Drugs in the future. In the technology sector, in 2023, the Global sales of ADC drugs reached 10.4 billion USD, and domestic enterprises have accelerated their layout and research and development in the ADC field, gradually entering a period of fruitful results. The GLP-1 weight loss sector has now matured, and market competition has upgraded from merely weight loss efficacy to multiple health benefits, with new target drugs in.
The results of the quarterly review for Hang Seng Index are announced: there are no changes to the ConstituentStocks in Hang Seng Index, and Siasun Robot&Automation (09660) is included in the Hang Seng TECH Index.
On February 21, Hang Seng Indexes Company Limited announced the results of the quarterly review of the Hang Seng Index series as of December 31, 2024. All changes will be implemented after market close on March 7, 2025 (Friday) and will take effect from March 10, 2025 (Monday).
Are Innovative Drugs receiving a New Year's bonus at the start of the year? Support from medical insurance policies may come in multiple ways, and listed companies express that they will "seize the opportunity."
① Two major consultation drafts focus on the pricing and payment of Innovative Drugs, proposing multiple specific innovative mechanisms, further igniting enthusiasm in the Innovative Drugs Industry; ② Industry experts believe that the Class B medical insurance catalog serves as a shot in the arm, but attention should be paid to expanding its Fund pool and further measures to guide insured enthusiasm; ③ Many listed companies have noticed this dynamic and stated they will "closely monitor, actively cooperate in the future, and seize opportunities."
