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Hong Kong stocks are experiencing unusual movements | CRO Concept stocks are leading in growth. Policies supporting the development of Innovative Drugs along the entire chain are gradually being implemented, and Institutions predict there will be a boost
CRO Concept stocks have risen significantly, as of the time of publication, PHARMARON (03759) is up 8.61% at 17.4 Hong Kong dollars; Asymchem Laboratories (06821) is up 7.26% at 58.35 Hong Kong dollars; WUXI BIO (02269) is up 5.91% at 28.65 Hong Kong dollars; Joinn Laboratories (06127) is up 6.06% at 14.7 Hong Kong dollars.
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.
Gloria Ing: 2024 Annual Report Summary
Gloria Ying: 2024 Annual Report
Asymchem Laboratories Reports Decline in 2024 Financial Results