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The Concept of Innovative Drugs mostly rose, with Shengnuo Pharmaceutical (02257) increasing by 11.56%. Institutions indicate that pharmaceutical innovation is the core driving force of pharmaceutical growth.
Jinwu Finance | Most Innovative Drug Concepts have risen, with Saint Nutra Pharma (02257) up 11.56%, Baiao Saitu (02315) up 9.68%, Geli Pharma (01672) up 7.98%, Lvzhu Bio (02480) up 4.73%, ZAI LAB (09688) up 4.41%, Connaught (02162) up 1.34%, SINO BIOPHARM (01177) up 0.95%, INNOVENT BIO (01801) up 0.69%. Galaxy Securities stated that 1) pharmaceutical innovation is the core driving force of pharmaceutical growth. Innovative drugs have transitioned from Me-too to
[Brokerage Focus] Guozheng International: Innovative drug companies and medical instruments companies are expected to continuously expand their market ceiling by going overseas.
Jingwu Financial News | Guozheng International reports that looking towards 2025, as the Federal Reserve begins a rate cut cycle, combined with the high premium rate of A-shares over H-shares, the cost-effectiveness of Hong Kong stocks is becoming more pronounced, leading to improved liquidity. For the Pharmaceutical Sector, with the continuous advancement of the "medical insurance + commercial insurance" model and policy support, the scale of the Industry is expected to further expand. The bank is Bullish on three major investment themes driven by innovation, overseas expansion, and compliance with policy development: 1. Innovation: Interest rate-sensitive Innovative Drugs and Medical Devices are expected to continue benefiting from improved liquidity. The bank believes that the main factors driving the development of Innovative Drugs in 2025 will be as follows: (1) Overseas expansion. Due to the pricing disparity between China and the United States.
Kangnuo Ya-B (02162.HK): The latest data from the CM336 Phase I/II clinical research was presented in poster form at the 66th Annual Meeting of the American Society of Hematology (ASH).
On December 9th, Gelonghui reported that KANNUA-B (02162.HK) announced its latest data from the phase I/II clinical study of the BCMAxCD3 bispecific antibody CM336 for the treatment of relapsed or refractory multiple myeloma, which was presented in poster form at the 66th American Society of Hematology (ASH) annual meeting.
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.
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.
[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
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