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Kaiyuan Securities: Each subtype of hematological tumors has the potential to hatch "heavyweight bomb" drugs. Pay attention to Innovative Drugs companies.
The subtype of blood tumors is less aggressive with a longer treatment cycle, generally requiring long-term medication. Patients have relatively high viscosity and the potential for the emergence of "blockbuster" drugs.
Highly resilient! Leading CRO companies have stabilized their fundamentals, but the shadow of the biosafety bill may still linger next year | Year-end review.
① In 2024, the USA Biodefense Act will disrupt CROs throughout the year and may continue next year; ② In the first three quarters of this year, over half of listed companies experienced revenue growth, and leading CROs demonstrated resilience; ③ Research on popular targets such as ADC, GLP-1, and bispecific antibodies will continue to be hot; ④ In 2025, the performance of leading CROs and small to medium enterprises may further diverge.
[Brokerage Focus] China Securities Co.,Ltd. maintains a "Buy" rating on Ascletis Pharma (06855), stating that future revenue is expected to maintain high growth driven by the significant potential of its BIC product.
Jingwu Financial News | China Securities Co.,Ltd. released a Research Report stating that Ascentage Pharma (06855)'s Nelonext and APG-2575 showed multiple clinical data at the ASH conference. Among them, Nelonext demonstrated good data in second-line CP-CML patients, with 74% of patients achieving CCyR after treatment, and the product still showed 37.5% CCyR in patients with Asciminib resistance, indicating excellent efficacy. At the same time, APG-2575 exhibited good preliminary efficacy data in both MM and MDS. The company believes that both of its drugs show outstanding efficacy in multiple hematological malignancies as clinical trials advance.
Despite Shrinking by HK$651m in the Past Week, Ascentage Pharma Group International (HKG:6855) Shareholders Are Still up 50% Over 3 Years
The U.S. bioterrorism law has undergone significant changes, the CRO concept has launched a major counterattack, and WuXi AppTec is excited!
Industry pessimistic expectations may improve.
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.
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