Hong Kong stocks fluctuated | CRO Concept stocks continued to surge in the morning, WUXI BIO (02269) and TIGERMED (03347) both rose over 9%.

In the early session, CRO Concept stocks continued to rise. As of the time of writing, WUXI BIO (02269) is up 9.59%, priced at 22.85 HKD; TIGERMED (03347) is up 9.09%, priced at 31.2 HKD; GENSCRIPT BIO (01548) is up 7.22%, priced at 11.88 HKD.

Zhitong FinanceFeb 13 22:11 ET

China Securities Co.,Ltd.: Policy encouragement + new technology promotion + overseas opportunities create new chances, maintaining a bullish outlook on the Innovative Drugs industry.

National policies encourage the development of Innovative Drugs, new technologies promote the rapid growth of the Industry, new opportunities arise for going overseas, and there is a continuous Bullish outlook for the Innovative Drugs Industry.

Zhitong FinanceJan 20 18:54 ET

WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.

① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?

cls.cnJan 20 03:30 ET

Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.

In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.

Zhitong FinanceJan 20 00:51 ET

Zhao Yin International: The Class B medical insurance catalog will be implemented within the year, Innovative Drugs will open up domestic payment space.

Zhao Yin International is Bullish on the valuation recovery of the Medical and Pharmaceutical Industry.

Zhitong FinanceJan 19 20:38 ET

China Securities Co.,Ltd.: An outlook on the pharmaceutical Industry 2024 annual report.

In 2025, the Industry is expected to achieve moderate growth and overall move towards high-quality development.

Zhitong FinanceJan 12 20:37 ET

Guoyuan Securities 2025 CSI SWS Health Care index investment strategy report: Bullish on innovation and overseas expansion, focusing on upward fundamental segmentation tracks.

The international expansion of the pharmaceutical industry remains an essential path for our country's pharmaceutical companies in the future, and companies with strong product capabilities and channel capabilities are expected to gain an advantage.

Zhitong FinanceJan 9 21:20 ET

Pharmaceutical stocks have become a transitional theme at present, and the performance line may be further valued by the market.

Track the entire lifecycle of the main sector.

cls.cnJan 6 20:20 ET

How is the quality and supply of Pharmaceuticals guaranteed? The National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals.

On December 26, 2024, the National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals, inviting representatives from the National Medical Products Administration, selected Pharmaceutical enterprises, and research Institutions to communicate and exchange views on recent societal concerns regarding quality assurance of centrally procured Pharmaceuticals and innovative development in the Industry, and to listen to opinions and suggestions.

Zhitong FinanceDec 30, 2024 00:32 ET

The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."

In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.

cls.cnDec 19, 2024 09:27 ET

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.

Zhitong FinanceDec 16, 2024 01:21 ET

Bearish landing? Hong Kong stocks in the pharmaceutical sector collectively strengthen with wuxi apptec rising over 8%.

① How much impact did the biological safety legislation have on domestic pharmaceutical stocks previously? ② How do industry insiders view the subsequent development of the biological legislation?

cls.cnDec 8, 2024 21:40 ET

Hong Kong stock concept tracking | The biocontrol bill was not included in the latest version of NDAA. Institutions are bullish on the bottom opportunities in the CXO sector (with concept stocks attached).

On December 7, 2024, local time in the USA, the US Congressional Armed Services Committees in both the House and the Senate released the final agreement text of the 2025 National Defense Authorization Act (NDAA), which incorporates proposals from both chambers.

Zhitong FinanceDec 8, 2024 20:29 ET

Honkong stock market movement | CRO concept stocks collectively opened higher as the bioprotective legislation was not included in the final version of the NDAA by the U.S. Senate and House of Representatives.

CRO concept stocks opened higher collectively. As of the time of writing, wuxi bio (02269) increased by 13.03%, trading at 19.6 Hong Kong dollars; wuxi apptec (02359) rose by 11.72%, trading at 61 Hong Kong dollars; pharmaron (03759) climbed by 9.14%, trading at 16 Hong Kong dollars.

Zhitong FinanceDec 8, 2024 20:23 ET

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 abroad; 2) demand recovery; 3) reversal of policy expectations.

Zhitong FinanceDec 8, 2024 18:31 ET

How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.

① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.

cls.cnDec 8, 2024 03:48 ET

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?

cls.cnDec 2, 2024 21:48 ET

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.

Zhitong FinanceDec 2, 2024 00:42 ET

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?

cls.cnNov 26, 2024 21:39 ET

Hong Kong stocks are moving differently | Most pharmaceutical stocks are rising as the results of the medical insurance negotiations are about to be revealed. Institutions indicate that the sector still has further room for recovery.

Most pharmaceutical stocks are rising, as of the deadline, Keji Pharmaceutical-B (02171) rose by 12.38%, to 7.71 Hong Kong dollars; innocare (09969) rose by 5.36%, to 6.49 Hong Kong dollars; Kainuo Ya-B (02162) rose by 4.3%, to 41.25 Hong Kong dollars.

Zhitong FinanceNov 26, 2024 20:47 ET