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[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
Trending Industry Today: WUXI APPTEC Leads Losses In Biotechnology Stocks
Trending Industry Today: PHARMARON Leads Losses In CRO Stocks
Hong Kong stocks fluctuate | CRO concept continues to decline, domestic biomedical investment and financing still at the bottom, overseas business development uncertainty increases.
CRO concept stocks continue to decline. As of the time of writing, wuxi apptec (02359) is down 6.13%, trading at 45.9 Hong Kong dollars; tigermed (03347) is down 5.88%, trading at 32 Hong Kong dollars; pharmaron (03759) is down 5.71%, trading at 13.2 Hong Kong dollars.
Genscript bio (01548) issued 4.18 million shares due to options exercised.
Genscript bio (01548) announced that the company will... on November 18, 2024, according to the 2015...
Genscript Biotech Enters Sub-License Contract for Anti-PD-1 Single Domain Antibodies
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