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Hong Kong stock midday review | Hang Seng Index rises 0.36% in the morning, most CRO concept stocks are up.
Expectations for improvement in investment and financing are marginally positive, while geopolitical games are yet to be resolved.
Hong Kong stock market anomaly | Genting New Brilliance (01952) touched HK$40.5 in intraday trading, the stock price hit a near three-year high. Naifukang successfully included in the 2024 National Medical Insurance Pharmaceutical Catalogue.
Genting Yongying-B (01952) reached a high of 40.5 Hong Kong dollars in early trading, setting a new high since January 2022. It is worth noting that Genting Yongying has been rising continuously since the end of August, and the stock price has doubled in nearly three months.
[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
Express News | Everest Medicines to Hold Investor Calls on Data Results From Ever001 Phase 1B/2a Clinical Study in Primary Membranous Nephropathy
The final report of the "Elarhyclin Clinical Application Comprehensive Evaluation Project" by Summit Ascent Holdings (01952) has been released: the overall treatment efficacy rate is 90.1%.
Cloudtop New Bright (01952) announced today that the summary meeting of the "Ilaracil Clinical Application Comprehensive Evaluation Project," initiated and hosted by the Antimicrobial Clinical Application and Resistance Evaluation Expert Committee of the National Health Commission, was held in peking, and the final report of the project was released.
Bocom Intl: The second batch of national traditional chinese medicine decoction piece centralized procurement has started. Pay attention to subsequent medical insurance policies for opportunities.
bocom intl continues to recommend potential beneficiaries of medical insurance negotiations, including akeso (09926), simcere pharma (02096), legend biotech (LEGN.US), and silver peak new glory-B (01952).
Press Release: Everest Medicines Strengthens Management Team With Appointments of Chief Medical Officer and Chief Product Officer
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