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Goldman Sachs released a deep investment value report on Biomedical in China, raising the Target Price for Cloudtop New Horizon (01952) to 48.32 Hong Kong dollars.
Goldman Sachs released a comprehensive analysis report on the investment value of biotechnology in China's Medical Care sector, suggesting that China's position as a source of innovation is increasingly prominent and will gain broader recognition globally. In the report, the Hong Kong-listed innovative drug company, Yun Tian Xin Yao (01952), received significant attention.
[Brokerage Focus] BOCOM INTL points to new opportunities in the medical Sector driven by AI technology, focusing on innovation related to AI and opportunities for valuation recovery.
Jingu Finance News | BOCOM INTL stated that multiple pharmaceutical companies have integrated DeepSeek, accelerating the implementation of AI + Medical Services. Many companies in the digital medical field, such as Yidu Technology, announced the integration of DeepSeek-R1 model, and Jiangsu Hengrui Pharmaceuticals and INNOVENT BIO also indicated that they will fully carry out DeepSeek application work. Moreover, the National Healthcare Security Administration has reiterated the reform of payment collection. The administration mentioned the achievements of the settlement reform in Jiangxi Province, where the payment collection cycle for medical supply companies has reduced from half a year to 30 days. The bank pointed out that AI large models empower digital medical services companies, showing significant potential in disease diagnosis/detection. At the same time,
The "DeepSeek Moment" of medicine, has China’s Innovative Drugs also reached it?
Over the past four years, China's share of Global large-scale pharmaceutical Trade has surged from 5% to 30%. From research and development innovation to international mergers and acquisitions, Chinese Innovative Drugs companies are reshaping the Global pharmaceutical innovation landscape.
BOCOM INTL: Expectations for the implementation of Class C medical insurance catalog have further increased this year, giving a "leading" rating to the mainland Pharmaceutical Industry.
A "leading" rating is given to the domestic pharmaceutical Industry, with a focus on Innovation and valuation recovery as the two main lines. The expectation for the implementation of the Category C medical insurance directory within the year has further increased, which is expected to support the establishment of a diversified payment mechanism for Innovative Drugs.
[Brokerage Focus] BOCOM INTL indicates that the expectation for the implementation of Category C medical insurance catalog enhances the catalyzing sentiment and repairs focus on innovation and valuation recovery opportunities.
Jinwu Financial News | BOCOM INTL indicates that the expectation for the implementation of the Class B medical insurance catalog has further increased this year, and it is expected to support the establishment of diversified payment mechanisms for Innovative Drugs. At the same time, the initiation of the immediate settlement reform for the medical insurance fund is expected to alleviate the cash pressure on Medical Institutions. Combined with the fact that the continued procurement of various medicines and devices has created financial space for payment of Innovative Drugs, the subsequent introduction of favorable policies from fiscal and Medical / commercial insurance is ongoing, and valuations remain at historical lows, the bank believes the Sector still has significant room for recovery. The bank continues to focus on recommending potential beneficiary symbols for the subsequent policy space, including: 1) AKESO (09926), INNOVENT BIO (01.
【Brokerage Focus】BOCOM INTL points out that Innovative Drugs companies continue the trend of going abroad, and is bullish on the Sector, which still has significant room for recovery.
Jinwu Finance | BOCOM INTL stated that in the new year, Chinese Innovative Drugs companies continue the trend of going abroad. INNOVENT BIO (01801), SIMCERE PHARMA (02096), Kangnuo Ya (02162), Kelun Botai (06990) / HeBo Pharma (02142), Ying'en Bio and other companies successfully licensed their Innovative Drug Assets through MNC big pharma or through NewCo format. The bank believes that going abroad will remain one of the biggest highlights of the Innovative Drugs Sector in 2025, and more significant Trades are worth looking forward to. In combination with previous drug and medical equipment procurement continuously creating funding space for medical insurance payments of innovative varieties, subsequent finance and medical insurance/business.
Press Release: Everest Medicines Strengthens Management Team With Appointments of Chief Medical Officer and Chief Product Officer
