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Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.
The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.
Is WuXi XDC Cayman (HKG:2268) A Risky Investment?
[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
Brokerage Focus: BOCOM International initiates coverage on Coronado Bio (06990) with a "buy" rating, stating that it is expected to become an industry leader in the ADC wave.
Jingu Finance News | Pu silver international released research reports, pointing out that Antibody-drug conjugate (ADC) is a hot area in tumor drug development in recent years. According to Frost&Sullivan's forecasts, the global ADC market size is expected to grow rapidly from $7.9 billion in 2022 to reach $64.7 billion in 2030 (corresponding to a 30% CAGR), while china ADC market is expected to grow from 0.8 billion yuan in 2022 to 66.2 billion yuan in 2030 (corresponding to 73% CAGR). The bank further points out that china has become a global
SPDB International HK Starts WuXi XDC Cayman at Buy With HK$35 Price Target
Southwest Securities: CXO industry revenues are recovering season by season, but the demand for preclinical services still needs to be restored.
From a short-term perspective, commercial orders continue to be digested, putting pressure on the apparent performance of CDMO; overseas mature CXO clinical pipelines are steadily advancing, and the preclinical demand still needs to be restored.
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