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Sinolink Securities: The favorable wind of medical policies arrives first, followed by innovation going abroad and performance reversal.
In 2025, sinolink believes that the core investment opportunities in the pharmaceutical sector will revolve around three main logics: 1) Innovation going overseas; 2) Demand recovery; 3) Policy expectation reversal.
Zhongzhi Pharmaceutical Holdings Plans to Unwind Contractual Agreements to Directly Hold Control Over Subsidiary
Zhongzhipharm (03737) plans to terminate the action plan under the updated structured contract.
zhongzhipharm (03737) released an announcement regarding the publication by the National Development and Reform Commission on September 8, 2024...
Market bullish stimulus boosts Hong Kong pharmaceutical stocks, with Genshuo Niaoyao rising over 14%.
① What bullish impacts does the medical insurance centralized procurement have on pharmaceutical companies? ② How do institutions view the subsequent development of pharmaceutical stocks?
China Securities Co.,Ltd.: In the 2024 version of the medical insurance catalog, the number of innovative drugs added has reached a new high, balancing 'ensuring basic coverage' and 'supporting genuine innovation'.
Overall situation of the 2024 medical insurance catalog: the results are stable, meeting expectations, with a record high in the number of new innovative drugs, reflecting a balanced consideration of fund safety, public medical needs, and support for innovation.
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?
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