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[Brokerage Focus] China Great Wall maintains a "Buy" rating on Yunding Xinyao (01952), bullish on the commercial potential of three innovative drugs.
Jinwu Financial News | China Great Wall released a Research Report stating that CloudTop New Medicine (01952) has successfully entered the 2024 medical insurance directory for Naifukang. The firm is Bullish on Naifukang and its company's commercialization capabilities, believing that as the new medical insurance directory and local procurement schemes gradually take effect, Naifukang's income is expected to grow rapidly, estimating revenues of 0.4/1.2/1.8 billion yuan from 2024 to 2026. The firm indicated that EVER001 has the potential to become a best-in-class product, seeing it as a promising candidate for treating primary membranous nephropathy. Additionally, the company holds global rights for this product in the nephrology field and plans to expand internationally.
BOCOM INTL: The medical insurance work conference again mentioned the Class B catalog and support for the development of commercial insurance, focusing on opportunities related to policy easing.
Recently, the pharmaceutical Sector has experienced a significant fluctuation followed by a decline. Considering that the Sector's valuation is still at a historical low, coupled with the upcoming bullish policies related to finance and medical insurance/commercial insurance and improved liquidity, this institution believes there is still room for further recovery.
[Brokerage Focus] BOCOM INTL expects commercial insurance to further develop by 2025, assisting in resolving payment issues for Innovative Drugs.
Jinwu Finance | BOCOM INTL expects that by 2025, commercial insurance will likely develop further, helping to solve payment issues for Innovative Drugs. At the same time, an innovative payment mechanism differentiated between Category B catalog and commercial insurance may alleviate the difficulties faced by Innovative Drug and device companies in entering hospitals and obtaining reimbursement. Recently, the pharmaceutical Sector has seen a significant decline after substantial fluctuations. Considering that the sector's valuation remains at historical lows, coupled with the introduction of favorable policies related to finance and medical insurance/commercial insurance, as well as improved liquidity, the bank believes there is still potential for further recovery. The bank continues to recommend potential beneficiary symbols of subsequent policy space, including: 1) AKESO (09926), Legend Health.
A Look At The Fair Value Of Everest Medicines Limited (HKG:1952)
BOCOM INTL: Assigns a "Leading" rating to the domestic Pharmaceutical Industry. Shanghai establishes a 10 billion yuan M&A Fund, which is beneficial for accelerating industry consolidation.
BOCOM INTL believes that the pharmaceutical Sector still has further room for recovery.
Yun Ding New Glory (01952) announced that Iqmod (VELSIPITY) has officially received its first prescription in Macau, China, benefiting patients in Asia.
CloudTop New Shine (01952) today announced that etrasimod (VELSIPITY) was prescribed for the first time at the Kiang Wu Hospital in Macau, China on December 11.
Press Release: Everest Medicines Strengthens Management Team With Appointments of Chief Medical Officer and Chief Product Officer
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