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"?

cls.cnMar 23 22:56 ET

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?

cls.cnMar 20 04:36 ET

JILIN CHANGLONG: NOTICE OF BOARD MEETING

HKEXMar 18 05:19 ET · Announcements

Is the CRO Concept "Return of the King"? WuXi AppTec aggressively attacks, leading stocks celebrate after performance!

Release the signal?!

Gelonghui FinanceMar 18 01:42 ET

GTJA: Continuous iteration of anti-tumor therapies, domestic new drugs welcome breakthroughs.

GTJA focuses on products with significant differentiation advantages and leading companies in innovative segments.

Zhitong FinanceMar 16 21:18 ET

Is the breakthrough path all in AI? Chain pharmacies are facing a wave of closures and an era of low profits.

① In 2024, particularly in the second half of the year, chain pharmacies will face a large-scale wave of closures, and leading chain pharmacies will generally enter a low-profit era. ② AI is also being assigned higher expectations in helping pharmacies reduce costs and increase efficiency. ③ Publicly available large models, due to a lack of support from vertical domain data, are still insufficient to support the actual Business Operation of pharmacies.

cls.cnMar 16 02:09 ET

AI and policy are driving forces! Hong Kong pharmaceutical stocks collectively "rebound" with WUXI BIO surging over 14% to lead the Industry.

① What technological breakthroughs have driven the improvement of research and development efficiency in the Biomedical Industry? ② What are the reasons for the leading increase in WuXi's affiliated companies?

cls.cnMar 14 00:35 ET

Hong Kong stocks are experiencing fluctuations | CRO Concept stocks are warming up. The integration of AI and CXO has entered a new stage. Institutions claim that the external environment for CRO may be improving.

As of the time of writing, the CRO Concept has warmed up, with VIVA BIOTECH (01873) rising by 11.89% to 1.6 HKD; WUXI BIO (02269) increasing by 10.3% to 25.7 HKD; PHARMARON (03759) up by 5.67% to 16.04 HKD; and TIGERMED (03347) climbing by 5.86% to 37.05 HKD.

Zhitong FinanceMar 13 22:47 ET

National People's Congress representative, Zhao Jing of Shandong Buchang Pharmaceuticals: "The 'AI+' is reaching a critical point of explosion. It is recommended to utilize AI to empower the inheritance and innovation of Traditional Chinese Medicine | Two

① Zhao Jing, a representative of the National People's Congress and Vice Director of Shandong Buchang Pharmaceuticals, brought the proposal "Utilizing AI to Empower the Inheritance and Innovation of Traditional Chinese Medicine and Build a New Pattern of Development for Traditional Chinese Medicine with 'Asia Vets + Technology'" to this year's Two Sessions, aiming to promote the intelligent upgrade of the Traditional Chinese Medicine industry through AI technology. ② Zhao Jing stated that the development of large models like DeepSeek has indeed pushed the integration of Traditional Chinese Medicine and AI to a critical point of explosion.

cls.cnMar 6 20:48 ET

The investment secrets in the government work report: Analyzing the collaborative logic of the Global Strategy and policies of Guoshengtang (2273.HK).

The report clearly states to strengthen basic Medical and health services.

Gelonghui FinanceMar 5 20:15 ET

The bull market for Hong Kong stocks has begun; how to identify the certainty of value growth?

At present, the technical bull market in the Hong Kong stock market is becoming the focus of attention for global investors.

Gelonghui FinanceMar 3 19:44 ET

The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus

① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.

cls.cnFeb 26 20:37 ET

The reevaluation of the Hong Kong stock Technology sector reveals that the Innovative Drugs sector is also expected to迎迎迎 DeepSeeK moment.

① Hong Kong stocks in the Biomedical sector are strengthening in the short term, which Bullish factors are worth paying attention to? ② The number of new drugs under research in our country has jumped to second in the Global ranking, what new support does the policy provide?

cls.cnFeb 26 04:01 ET

The era of large models in medicine! AI empowers the Industry to press the "accelerator", while the industry still hopes for revolutionary technology to emerge | Medicine Bottoming Series ④

① AI, with its powerful data summarization capabilities, is driving further innovation in the Medical and pharmaceutical fields; ② however, pharmaceutical companies still feel troubled about how to leverage AI in research and development; ③ industry insiders believe that the limitations of technology and the inviolability of ethical and legal responsibilities objectively prevent AI from having the capability to be a responsible entity.

cls.cnFeb 26 02:44 ET

The enthusiasm for pharmaceutical companies going public in Hong Kong continues! Two leading COVID-19 drug companies are entering the market. How can they break the dilemma of single revenue sources?

In the past three months, nearly 20 pharmaceutical companies have submitted listing applications to the Hong Kong Stock Exchange, including True Biologics and Wangshan Wangshui, two former stars in the COVID-19 pharmaceutical industry; the primary revenue of these two companies is still concentrated on products related to COVID-19 authorization or commercialization, which has significantly declined, providing limited Cash / Money Market.

cls.cnFeb 25 20:43 ET

Is Trump’s risk disturbing the market? Pharmaceutical stocks have suddenly changed, and the WuXi group has collapsed entirely!

Under the AI boom, the Biomedical and AI Medical stocks have been running wild this year.

Gelonghui FinanceFeb 24 01:00 ET

Are Innovative Drugs receiving a New Year's bonus at the start of the year? Support from medical insurance policies may come in multiple ways, and listed companies express that they will "seize the opportunity."

① Two major consultation drafts focus on the pricing and payment of Innovative Drugs, proposing multiple specific innovative mechanisms, further igniting enthusiasm in the Innovative Drugs Industry; ② Industry experts believe that the Class B medical insurance catalog serves as a shot in the arm, but attention should be paid to expanding its Fund pool and further measures to guide insured enthusiasm; ③ Many listed companies have noticed this dynamic and stated they will "closely monitor, actively cooperate in the future, and seize opportunities."

cls.cnFeb 21 04:16 ET

Pharmaceutical companies are racing in AI! The leading CRO has acquired an AI company in the oncology field, with another player entering the Sector of large models.

① PHARMARON officially announced yesterday that it has acquired the AI company Haixin Zhihui, which specializes in patient management in the field of oncology, to improve the efficiency of new drug development; ② Many CRO companies have already begun to invest in AI, and investors are bullish on the future potential of this Business; ③ In the past 18 trading days, the CRO Concept has seen a continuous surge.

cls.cnFeb 20 03:15 ET

Innovative Drugs and policies drive each other forward! Hong Kong stock pharmaceuticals strengthen against the trend, with Galactose Pharma rising over 25%.

① How will the recently introduced open policy in the Biomedical sector by the State Council affect the competitive landscape of the domestic Industry Chain? ② Can the CXO Industry expect a rebound from its lowest point?

cls.cnFeb 19 21:56 ET

Brokerage morning meeting highlights: Now is the right time for AI healthcare layout.

In today's Brokerage morning meeting, Sinolink proposed that the layout of AI in healthcare is timely; HTSC expressed a bullish outlook on the product upgrades and commercial breakthroughs of AI applications in China by 2025; China Securities Co.,Ltd. believes that the turning point in the IDC Industry is approaching, and a new cycle is expected to begin.

cls.cnFeb 17 19:26 ET