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The optimization policy direction for drug central purchasing is a hot topic: overcoming the "Low Stock Price" phenomenon and guiding quality supervision.
① The government work report on March 5 mentioned the need to "optimize the Pharmaceutical and consumables centralized procurement policy"; ② From the overall trend of optimizing the centralized procurement policy, there is a greater emphasis on moderate price reductions and quality supervision, and the concentration of the Industry is expected to further increase.
BD Trade resolves financing difficulties! Industry: Innovative Drugs have survived, but the challenge of thriving is even greater.
① In 2024, license-out Trade has become an important way for Biotech to recover funds and increase revenue; ② The quality and standing of Innovative Drugs in China are gaining more international recognition; ③ Whether Innovative Drugs are worth investing in is related to the secondary market in the short term, but in the medium to long term, it depends on the improvement of the primary market exit channels, the payment environment for Innovative Drugs, and other issues.
Earnings Miss: China Resources Pharmaceutical Group Limited Missed EPS By 21% And Analysts Are Revising Their Forecasts
What You Can Learn From China Resources Pharmaceutical Group Limited's (HKG:3320) P/E
Domestic Innovative Drugs are once again surging towards overseas markets! Concept stocks have responded with a significant increase. Is the external authorization model the optimal choice?
① As of the time of publication, the Hang Seng Innovative Drugs Index has risen over 5%, with multiple Innovative Drugs concept stocks experiencing double-digit gains; ② In recent days, Jiangsu Hengrui Pharmaceuticals, Hepo Pharmaceutical, UNITED LAB, and other Biotech companies have issued announcements about "going abroad"; ③ Northeast Securities stated that top MNCs recognize the R&D capabilities of Chinese local companies and are more willing to assign high valuations.
Is the profit turning point starting to appear? The Hong Kong stock market's Innovative Drugs Sector is strengthening, and the annual reports show that multiple pharmaceutical companies are entering a period of performance harvest.
① The Innovative Drugs Sector in Hong Kong stocks has risen across the board, what Bullish factors are worth paying attention to? ② Annual reports show that multiple pharmaceutical companies have entered a performance harvest period, does this indicate that a profit turning point is approaching?