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.
3SBio's Unit Gets Exclusive Commercialization Rights for Clifutinib Besylate in Mainland China
3SBio Partners With Sunshine Lake Pharma for Drug Rights
3sbio (01530.HK): Shenyang 3sbio and guangdong hec technology holding reached a cooperation on sulfonamic acid clifene.
Gelonghui November 25th | 3sbio (01530.HK) announced that its subsidiary Shenyang 3sbio Pharmaceutical Co., Ltd. has reached a cooperation agreement with Guangdong Hec CJ Pharm Co., Ltd. and its subsidiary Yichang Hec CJ Pharm Co., Ltd. on the commercialization of specific indications of Benzoate Crizotinib. According to the agreement, Shenyang 3sbio will obtain the exclusive commercialization rights of Crizotinib specific indications under the product portfolio of Guangdong Hec CJ Pharm in mainland China. Shenyang 3sbio will make the initial payment and corresponding R&D and sales milestone payments to Guangdong Hec CJ Pharm as agreed in the agreement. Guangdong Hec CJ Pharm will continue to be responsible for the Crizotinib
Express News | 3Sbio - Cooperation Between Shenyang Sunshine and Sunshine Lake Pharma in Respect of Clifutinib Besylate
3SBio (HKG:1530) Has A Pretty Healthy Balance Sheet
Bullish market stimulation boosts Hong Kong healthcare stocks, causing Lai Kai Pharmaceuticals to surge over 18%.
①What bullish news about pharmaceutical stocks has recently been announced in the market? ②How do institutions view the subsequent performance of pharmaceutical stocks?
Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation
①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.
3SBio's Mandi Shines in 2024 Double 11 Sales
3SBio CFO Boosts Shareholding, Confident in Future
The chief financial officer of 3sbio, He Xiang, increased his shareholding by a total of 3 million shares.
Gelonghui, November 14th | 3sbio (01530.HK) announced that it recently received a report from the company's chief financial officer, Mr. He Xiang, stating that from January 1, 2024, to the date of this announcement, he has cumulatively increased his shareholding in the company by purchasing a total of 3 million ordinary shares through centralized bidding at an average price of approximately HKD 5.99 per share, accounting for about 0.12% of the total issued shares. Mr. He indicated to the board of directors that he believes the shares are undervalued in the long term and, based on his long-term confidence in the company's business and prospects, he will consider increasing his shareholding further depending on market conditions and subject to applicable laws and regulatory provisions.
3sbio (01530.HK): "On singles' day sales, Mandi topped the charts on multiple platforms."
On November 14th, 3sbio (01530.HK) announced that its subsidiary Zhejiang Sanse Mandy Pharmaceutical Co., Ltd. during the "singles' day sales" campaign in 2024: the main brand Mandy ranked first in OTC brand total payment commodity trade volume (GMV) on the Tmall platform; the core product Mandy hair foam agent of JD Pharmaceutical won the first place in the OTC single product payment GMV list; the main brand Mandy on Douyin Mall won the first place in the medicine and health brand payment GMV list.
Express News | 3Sbio - Since 1 Jan to 14 Nov, CFO Increased Shareholding in Co by Aggregate of 3.0 Mln Ordinary Shares at HKD5.99 per Share
The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
Multiple bullish factors boost pharmaceutical Hong Kong stocks. Institutions say they still face this risk in the short term.
①What are the policy measures to support the field of innovative drugs? ②What unfavorable effects on domestic pharmaceutical stocks might Trump's election bring about?
Most pharmaceutical stocks rose, with Tongyuan Kangyi Medicine (02410) up 18.46%. Institutions pointed out that the policy trend of medical insurance funds supporting innovative drugs will not change.
Jingwu Cai Xun | Most pharmaceutical stocks rose, with Tongyuan Kang Medicine (02410) up 18.46%, Keji Pharmaceutical (02171) up 13.86%, Heyu (02256) up 11.79%, Cloud Peak Xin Yao (01952) up 10.31%, cansinobio (06185) up 7.48%. Zhong Yin International stated that benefiting from overseas interest rate cuts and domestic macroeconomic improvement, the pharmaceutical industry, as a high elasticity industry, is expected to outperform the market. The bank believes that the performance of the macroeconomy is closely related to the revenue and expenditure of medical insurance funds and medical health consumer spending. As policy focus shifts to stimulating the economy, the bank believes that medical industry
[Brokerage Focus] CMB International: Benefits from overseas interest rate cuts and domestic macroeconomic improvement. The pharmaceutical industry, as a high-elasticity sector, is expected to outperform the market.
Kingold Financial News | CICC International stated that benefiting from overseas interest rate cuts and improvements in the domestic macro environment, the medical sector, as a high-elasticity industry, is expected to outperform the market. The bank believes that the performance of the macro economy is closely related to the income and expenses of medical insurance funds, as well as medical and health consumption. As the policy focus shifts to stimulating the economy, the bank believes that policies for updating medical devices are expected to accelerate implementation, and support policies for innovative drugs are also expected to be implemented locally. The CXO sector is expected to benefit from the recovery in overseas research and development demand, and the impact of the "Biosecurity Law" may be limited. A new round of domestic medical insurance negotiations is about to land. Although there is certain pressure on the income and expenses of medical insurance funds, the bank believes that medical insurance
CICC Securities: First initiates a "shareholding" rating for 3sbio (01530) with rapid growth in 2024H1 performance.
CICC Securities expects that 3sbio (01530) will achieve revenues of 9.09 billion yuan, 10.251 billion yuan, and 11.711 billion yuan from 2024 to 2026.
Hong Kong stock concept tracking | The end of medical insurance negotiations is very encouraging for innovative drugs to be included in medical insurance at reasonable prices (with concept stocks)
The on-site negotiation and bidding stages for the adjustment of the national medical insurance pharmaceutical catalog in 2024 officially ended recently.
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