01530 3SBIO
- 6.050
- -0.050-0.82%
3SBIO News
Both Individual Investors Who Control a Good Portion of 3SBio Inc. (HKG:1530) Along With Institutions Must Be Dismayed After Last Week's 3.8% Decrease
The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."
In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.
3SBio Cancels All Treasury Shares
3SBIO (01530.HK) canceled a total of 21.23 million shares of treasury stock.
Gelonghui, December 18, 3SBIO (01530.HK) announced that as of the date of this announcement, the company has repurchased a total of 21.23 million shares as treasury shares, accounting for approximately 0.89% of the total issued shares as of the date of this announcement (excluding treasury shares). These treasury shares have been canceled as of the date of this announcement.
Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.
The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.
Bearish landing? Hong Kong stocks in the pharmaceutical sector collectively strengthen with wuxi apptec rising over 8%.
① How much impact did the biological safety legislation have on domestic pharmaceutical stocks previously? ② How do industry insiders view the subsequent development of the biological legislation?
Hong Kong stock concept tracking | The biocontrol bill was not included in the latest version of NDAA. Institutions are bullish on the bottom opportunities in the CXO sector (with concept stocks attached).
On December 7, 2024, local time in the USA, the US Congressional Armed Services Committees in both the House and the Senate released the final agreement text of the 2025 National Defense Authorization Act (NDAA), which incorporates proposals from both chambers.
Honkong stock market movement | CRO concept stocks collectively opened higher as the bioprotective legislation was not included in the final version of the NDAA by the U.S. Senate and House of Representatives.
CRO concept stocks opened higher collectively. As of the time of writing, wuxi bio (02269) increased by 13.03%, trading at 19.6 Hong Kong dollars; wuxi apptec (02359) rose by 11.72%, trading at 61 Hong Kong dollars; pharmaron (03759) climbed by 9.14%, trading at 16 Hong Kong dollars.
Sinolink Securities: The favorable wind of medical policies arrives first, followed by innovation going abroad and performance reversal.
In 2025, Sinolink believes that the core investment opportunities in the pharmaceutical Sector will revolve around three main logics: 1) innovation going abroad; 2) demand recovery; 3) reversal of policy expectations.
How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.
① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.
[Brokerage Focus] CICC Securities: Several heavyweight domestically produced innovative drugs included in medical insurance, fund revenue and expenditure expected to improve.
Jingu Financial News | CMB International released a research report, stating that the MSCI Chinese medical index has cumulatively fallen by 17.6% since the beginning of the year, underperforming the MSCI China index by 30.1%. Benefiting from overseas interest rate cuts and domestic macroeconomic improvements, the medical industry, as a high elasticity sector, is expected to outperform the market. The new version of the medical insurance catalogue has been announced, with multiple heavyweight domestic innovative drugs included. The bank expects the price reduction of renewed varieties to be moderate, reflecting the strong support of the medical insurance fund for innovative drugs. In September and October this year, the balance of basic medical insurance (centralized fund) has significantly improved. As the policy focus shifts to stimulating the economy, the bank believes that the financial status of the medical insurance fund is
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 Merchants: Maintains a "shareholding" rating on 3SBio (01530) with target price raised to HK$11.
China Merchants expects 3sbio to continue achieving double-digit total revenue growth in the 2025 and 2026 fiscal years.
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.
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 has reached a cooperation agreement with Guangdong Hec Technology Holding on benzene sulfonic acid clausthaler.
On November 25, Gelonghui reported that 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., regarding Benzensulfonic Acid Crizotinib. The agreement stipulates that Shenyang 3SBIO will obtain exclusive commercialization rights for specific indications of Crizotinib from Guangdong HEC CJ PHARM in mainland China. According to the agreement, Shenyang 3SBIO will pay an upfront payment as well as corresponding milestone payments for research and development and sales to Guangdong HEC CJ PHARM. Guangdong HEC CJ PHARM will continue to be responsible for Crizotinib.
Express News | 3Sbio - Cooperation Between Shenyang Sunshine and Sunshine Lake Pharma in Respect of Clifutinib Besylate
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