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Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation
①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.
Wuxi Apptec responds to "Evolution of Laws after Trump Takes Office": Currently no direct impact | Directly addressing the earnings conference
①The US presidential election does not have a direct impact on the ongoing legislative process of the biosafety law; ②In response to the uncertainty brought by Xavier Becerra's appointment as the US HHS Secretary, Wuxi AppTec emphasizes that "customer demands for cost, efficiency, and quality will not change"; ③As of the end of September, Wuxi AppTec's hand order is 43.82 billion yuan, a year-on-year increase of 35.2%.
Q3 earnings have increased year-on-year, fosun pharma promotes the sales of botulinum toxin products domestically | Direct coverage of the earnings conference.
①At the earnings conference, fosun pharma indicated that due to the continued expansion of innovative drugs and other factors, the company's performance in Q3 improved year-on-year. ② Chief financial officer Chen Zhanyu revealed that the company is actively promoting the prompt market entry of injectable type A botulinum toxin in china. ③ The privatization process of henlius and the accessibility of CAR-T products have also attracted significant attention.
The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
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.
Behind the rapid growth of orders from wuxi apptec breaking the 'impossible triangle'
It's time for pharmaceutical investors to refocus on CXO fundamentals.
Dadacai : https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0714/2021071400414.pdf