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[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
National medical insurance drug list unveiling soon! Keji Pharmaceutical's stock surged over 9%, leading the way in Hong Kong pharmaceutical stocks.
1. What is the importance of centralized procurement of pharmaceutical companies by medical insurance? 2. Which areas of products are expected to be included in the 2024 National Medical Insurance Drug Catalog?
Analysts Are Betting On Keymed Biosciences Inc. (HKG:2162) With A Big Upgrade This Week
Express News | KeyMed Biosciences Says Unit in Exclusive License Agreement for Platina Medicines to Make Bispecific Antibody Cm336
Keymed Biosciences Inc. (HKG:2162) Surges 11%; Retail Investors Who Own 37% Shares Profited Along With Institutions
Bocom Intl: Rated 'Outperform' for Mainland pharmaceutical industry, focusing on innovative and consumer-driven symbol
The "Notice on Organizing Pharmaceutical Institutions to Submit the Demand Quantity of the Tenth Batch of National Centralized Procurement Drug Types" shows that the tenth batch of pharmaceutical national procurement includes a total of 263 specifications, involving 62 varieties, and plans to report quantities from October 18th to 28th, complete quantity review by each province before November 1st, and submit to the National Joint Procurement Office.
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