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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 overseas; 2) Demand recovery; 3) Policy expectation reversal.
Fusen Pharmaceutical Gets China Marketing Nod for Respiratory Illnesses Drug; Shares Slide 3%
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?
Fusen pharm (01652): "Acetylcysteine effervescent tablets" approved for marketing.
fusen pharm (01652) announced that its wholly-owned subsidiary, Jiaheng (Zhuhai Hengqin) Medical Technology Co., Ltd., is conducting research...
Express News | Fusen Pharmaceutical - Acetylcysteine Effervescent Tablet Got Approval for Marketing From Nmpa China
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.
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