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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.
Domestic Innovative Drugs are once again surging towards overseas markets! Concept stocks have responded with a significant increase. Is the external authorization model the optimal choice?
① As of the time of publication, the Hang Seng Innovative Drugs Index has risen over 5%, with multiple Innovative Drugs concept stocks experiencing double-digit gains; ② In recent days, Jiangsu Hengrui Pharmaceuticals, Hepo Pharmaceutical, UNITED LAB, and other Biotech companies have issued announcements about "going abroad"; ③ Northeast Securities stated that top MNCs recognize the R&D capabilities of Chinese local companies and are more willing to assign high valuations.
Is the profit turning point starting to appear? The Hong Kong stock market's Innovative Drugs Sector is strengthening, and the annual reports show that multiple pharmaceutical companies are entering a period of performance harvest.
① The Innovative Drugs Sector in Hong Kong stocks has risen across the board, what Bullish factors are worth paying attention to? ② Annual reports show that multiple pharmaceutical companies have entered a performance harvest period, does this indicate that a profit turning point is approaching?
SINO BIOPHARM (01177.HK): The phase III study of Camosirilm Capsules combined with Furvestrant Injection for first-line treatment of HR-positive, HER2-negative advanced breast cancer achieved positive results.
On March 24, GRG announced that SINO BIOPHARM (01177.HK) announced that the group's independently developed Class 1 Innovative Drugs, Culmerciclib (TQB3616) capsules, combined with Fluvestrant injection, have completed the interim analysis preset by the protocol for the Phase III clinical trial (TQB3616-III-02) for previously untreated hormone receptor (HR) positive, human epidermal growth factor receptor 2 (HER2) negative locally advanced or metastatic breast cancer, and the independent data monitoring committee (IDMC) determined that the efficacy reached the predefined superiority threshold.
Express News | Sino Biopharmaceutical - Positive Results on Phase III Study of Culmerciclib in Combination With Fulvestrant
