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.

Zhitong FinanceNov 3 20:45 ET

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.

cls.cnNov 1 08:59 ET

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.

Zhitong FinanceOct 29 22:28 ET

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?

cls.cnOct 28 23:05 ET

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.

cls.cnOct 16 04:45 ET

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...

cls.cnSep 9 20:54 ET