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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?
Express News | Nuvation Bio Inc - Enters Supply Agreement With Asymchem for Taletrectinib - SEC Filing
The Hong Kong stock market is restructuring the value of pharmaceuticals! Hengrui Medicine has received a premium binding from AstraZeneca, and the stock price once rose over 20%.
① Does the offshore strategy mean that "technology platform premium + international certification" is replacing the traditional PE valuation method as the core logic for valuing Innovative Drugs companies? ② With JACOBIO-B narrowing its annual loss by 56.6% through its core product Galidesivir, can it be inferred that China’s Innovative Drugs companies have broken through the industry curse of "burning money on R&D - ongoing losses"?
How strong are the Hong Kong pharmaceutical stocks right now? The Innovative Drugs Index has risen over 30% this year, reaching a near 16-month high.
① The Innovative Drugs Index in the Hong Kong stock market has increased by over 30% this year; why can it compete with Technology stocks? ② There has been a "small peak" in the commercialization of individual stocks; how do Institutions perceive the future market direction?
Is the CRO Concept "Return of the King"? WuXi AppTec aggressively attacks, leading stocks celebrate after performance!
Release the signal?!
Asymchem Laboratories (Tianjin) Co., Ltd. (SZSE:002821) Stock Catapults 26% Though Its Price And Business Still Lag The Market
