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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.
[Brokerage Focus] Bocom Intl: Inflection point of the pharmaceutical sector has arrived in 2025, focusing on innovation and fundamental recovery.
Kingwo Financial News | bocom intl states that the turning point for the pharmaceutical global sectors has arrived, with two main lines to focus on in 2025: the pharmaceutical sector ended years of underperformance against the large cap in the second half of 2024, and the bank is bullish on the opportunity for this trend to continue in 2025. The bank believes that: 1) In the short term, the recovery of the macro environment and the interest rate cut cycle are expected to drive the overall sector rebound's beta opportunities; 2) Alpha opportunities can be summarized into two main lines: a) outstanding innovative capability while considering the potential for product exports; b) the bearish sentiment has run its course, leading to valuation bottoms and performance reversal, which is the Davis double hit opportunity. The bank points out that 1) innovative drugs going abroad to trade and
Express News | Sino Biopharmaceutical - Approval for Marketing of Benmelstobart Injection in Combination With Anlotinib Hydrochloride Capsule by Nmpa China
National medical insurance drug list unveiling soon! Keji Pharmaceutical's stock surged over 9%, leading the way in Hong Kong pharmaceutical stocks.
1. What is the importance of centralized procurement of pharmaceutical companies by medical insurance? 2. Which areas of products are expected to be included in the 2024 National Medical Insurance Drug Catalog?
Hong Kong stocks are moving differently | Most pharmaceutical stocks are rising as the results of the medical insurance negotiations are about to be revealed. Institutions indicate that the sector still has further room for recovery.
Most pharmaceutical stocks are rising, as of the deadline, Keji Pharmaceutical-B (02171) rose by 12.38%, to 7.71 Hong Kong dollars; innocare (09969) rose by 5.36%, to 6.49 Hong Kong dollars; Kainuo Ya-B (02162) rose by 4.3%, to 41.25 Hong Kong dollars.
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