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Hong Kong stock concept tracking | The end of medical insurance negotiations is very encouraging for innovative drugs to be included in medical insurance at reasonable prices (with concept stocks)
The on-site negotiation and bidding stages for the adjustment of the national medical insurance pharmaceutical catalog in 2024 officially ended recently.
Historically the most 'competitive'? The Tenth Batch of National Procurement Pharmaceutical Catalog Is Officially Announced with one type having up to 31 companies competing.
①This afternoon, the National Pharmaceutical Joint Procurement Office officially announced the tenth batch of nationally purchased pharmaceutical catalog, with a total of 263 specifications and 62 varieties; ②Several industry insiders have stated that the tenth batch of national procurement will be the largest and most competitive national procurement in history.
zheshang: Continuous realization of technological innovation upgrade driving the continuous improvement of performance expectations for innovative drugs and industry chain.
The commercialization period of innovative drugs in the industry chain, driven purely by incremental value, is entering the phase of realization. The scarce incremental prosperity of the pharmaceutical sector continues to rise, with increasing international competitiveness, and there is still room for upward valuation.
Hong Kong healthcare stocks receive attention from investors again, with Trifolium Biotech surging nearly 15%.
①What is the impact of medical insurance negotiations on pharmaceutical stocks? ②What are the reasons for the rise of Tri Clover Biopharmaceutical and Yimington Corporation?
Bocom Intl: Guangzhou launches first batch of innovative drugs and medical devices catalog, focusing on innovation and consumer properties as symbols.
Following the introduction of policies encouraging the innovation of pharmaceuticals, the latest innovative drug and medical device product catalog released by Guangzhou will further provide full-chain, all-field support to the high-quality development of the biomedical industry.
CICC: Raised simcere pharma's target price to 8.8 Hong Kong dollars, maintaining an "outperform industry" rating.
China International Capital Corporation released a research report stating that it raised Simcere Pharma's (02096) target price to 8.8 Hong Kong dollars and maintained an 'outperform the industry' rating. The bank stated that Simcere Pharma's existing business has been relatively stable recently, with smooth progress in its pipeline. The main points of China International Capital Corporation are as follows: stable business, with expectations of revenue and non-recurring profits growing at around 15% in the next few years. The bank indicated that the risks of the company's existing business have been cleared and are relatively stable. From October 27 to 30, the National Medical Insurance Administration will conduct a new round of medical insurance negotiations. The company's core product, Sinobioway, has already undergone two rounds of negotiation price reductions. The bank believes that the current cost per treatment is reasonable. The company's two products.
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