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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.
The U.S. bioterrorism law has undergone significant changes, the CRO concept has launched a major counterattack, and WuXi AppTec is excited!
Industry pessimistic expectations may improve.
Hong Kong stock movement | Genting New Year-B (01952) rises over 7% again, with a cumulative increase of over 45% this month. Nefun can quickly achieve volume exchange for price under medical insurance.
Cloud Top New Shine-B (01952) has risen over 7% again, accumulating a rise of more than 45% this month. As of the time of this report, it has increased by 6.71%, trading at HKD 49.3, with a transaction volume of HKD 0.183 billion.
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.
bocom intl: The national procurement of traditional chinese medicine pieces and chinese patent medicine has begun. Pay attention to subsequent opportunities related to the relaxation of medical insurance policies.
Bocom intl continues to focus on recommending the symbols that benefit from medical insurance negotiations, including Akeso (09926), Legend biotech, Yongding Xinyao-B (01952), Simcere pharma (02096), and Sino biopharm (01177).
Press Release: Everest Medicines Strengthens Management Team With Appointments of Chief Medical Officer and Chief Product Officer
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