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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?
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.
Bullish market stimulation boosts Hong Kong healthcare stocks, causing Lai Kai Pharmaceuticals to surge over 18%.
①What bullish news about pharmaceutical stocks has recently been announced in the market? ②How do institutions view the subsequent performance of pharmaceutical stocks?
Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation
①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.
The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
Multiple bullish factors boost pharmaceutical Hong Kong stocks. Institutions say they still face this risk in the short term.
①What are the policy measures to support the field of innovative drugs? ②What unfavorable effects on domestic pharmaceutical stocks might Trump's election bring about?
Hong Kong stock concept tracking | The end of medical insurance negotiations is very encouraging for innovative drugs to be included in medical insurance at reasonable prices (with concept stocks)
The on-site negotiation and bidding stages for the adjustment of the national medical insurance pharmaceutical catalog in 2024 officially ended recently.
Historically the most 'competitive'? The Tenth Batch of National Procurement Pharmaceutical Catalog Is Officially Announced with one type having up to 31 companies competing.
①This afternoon, the National Pharmaceutical Joint Procurement Office officially announced the tenth batch of nationally purchased pharmaceutical catalog, with a total of 263 specifications and 62 varieties; ②Several industry insiders have stated that the tenth batch of national procurement will be the largest and most competitive national procurement in history.
zheshang: Continuous realization of technological innovation upgrade driving the continuous improvement of performance expectations for innovative drugs and industry chain.
The commercialization period of innovative drugs in the industry chain, driven purely by incremental value, is entering the phase of realization. The scarce incremental prosperity of the pharmaceutical sector continues to rise, with increasing international competitiveness, and there is still room for upward valuation.
Hong Kong healthcare stocks receive attention from investors again, with Trifolium Biotech surging nearly 15%.
①What is the impact of medical insurance negotiations on pharmaceutical stocks? ②What are the reasons for the rise of Tri Clover Biopharmaceutical and Yimington Corporation?
The tenth batch of national procurement reporting documents have been leaked, industry insiders: does not represent the final list of centralized procurement varieties. The competition intensity will reach new heights.
①A document of the tenth batch of national procurement reporting catalog has circulated within the industry. Today, when the reporter verified with the relevant department, they indicated that it is an internal document not for public release, and the formal joint procurement document will be released publicly later. ②Several industry experts have provided feedback to the reporter, stating that this reporting catalog does not represent the final procurement catalog. However, the competitive landscape of the tenth batch of national procurement will involve at least seven companies. ③The competition for the tenth batch of national procurement will be exceptionally fierce.
With a compound annual growth rate of only 2.6% over the past five years, China's top 100 pharmaceutical companies are entering an adjustment period. How will the industry break through under internal and external pressures?
According to the data from China Meheco Group, in 2023, multiple operation indicators of the pharmaceutical industry's leading companies have declined. The compound annual growth rate of the top 100 pharmaceutical companies in the country in the past five years is only 2.6%, and the industry as a whole has entered the adjustment phase from the initial high-speed growth. Behind the weak growth, the health industry is also undergoing transformation: overseas licensing trades for innovative drugs have reached a new high, and leading companies are accelerating outward expansion...
Founder Securities: the revenue growth rate of the pharmacy sector slows down, and the concentration is expected to accelerate.
The individual account reform of medical insurance has led to a decrease in personal account income, affecting pharmaceutical sales and pharmacy business relying on individual account payments. In 2023, pharmacy medical insurance personal account expenditures decreased by 9%, and this trend is expected to continue in 2024.
Is the chain of pharmacies entering a "mini ice age"? H1 growth rate "downgrades", the industry's high-growth stores may reach turning point.
① The growth rate of sales revenue of all categories in retail pharmacies has slowed down, and the competition in stock continues to intensify. In the first half of this year, it was difficult for major chain pharmacies to increase revenue and profit. ② In the future, the focus of pharmacy competition will shift to commodity extension and services. According to the prediction of Zhongkang Industry Research Institute, the growth rate of pharmaceuticals in all end terminals in 2024 is expected to decrease to 4.9%, a decrease from 2023.
Will you be eliminated if you don't go overseas? In the first half of the year, the proportion of innovative drug outbound business development accounted for about 80% | Industry Dynamics.
①At the 2024 New Investment Conference hosted by Frost Sullivan, the issue of going global was favored by participants. ②There is a new trend in the export of innovative drugs in China, for example, the number of export BDs exceeded License-in for the first time in 2023. ③Some participating experts put forward rational opinions and called for internal strength, not just enthusiasm.
Sinolink: The results of the negotiations on drug prices in the United States have been announced, and the continuous procurement of medical devices domestically is ongoing.
Bullish on the development of the domestic medical devices industry in the second half of the year, with the industry's purchasing demand expected to accelerate recovery. At the same time, domestic leading companies in sub-sectors such as ultrasound and endoscopy, due to their strong competitiveness, are expected to further increase market share, with sales growth and profitability expected to return to an upward trend.
JILIN CHANGLONG: Interim Report 2024
Express News | Jilin Province Huinan Changlong Bio-Pharmacy - Hy Turnover RMB393.1 Mln
Express News | Jilin Province Huinan Changlong Bio-Pharmacy - Hy Profit Attributable RMB104.3 Mln
JILIN CHANGLONG: INTERIM RESULTS ANNOUNCEMENT FOR THE SIX MONTHS ENDED 30 JUNE 2024
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