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CICC: The pharmaceutical sector has entered a value investment range, focusing on the domestic innovative drug industry chain and going overseas.
China International Capital Corporation released a research report stating that after three years of systematic adjustment, the pharmaceutical sector has entered the range of value investment.
China International Capital Corporation: Peptide production ushers in the opportunities of the times with the rapid expansion of GLP-1.
In terms of the global pattern, Swiss companies are leading in peptide production, while China is the main supplier of GLP-1 active pharmaceutical ingredients.
Shanghai supports the use of AI technology in drug research and development, and continues to increase its support for the development of innovative drugs.
On July 30, the Shanghai Municipal People's Government Office issued several opinions on supporting the innovative development of the entire biomedical industry chain.
Hong Kong stock concept tracking | Diabetes prevention and control action plan released, significant progress has been made in the innovative drug research and development of these enterprises (with concept stocks).
According to Frost & Sullivan data, the scale of China's diabetes medication market is expected to reach 167.5 billion yuan by 2030.
Guoyuan Securities: Each overseas business model has its own advantages and disadvantages. Pharmaceutical companies should choose according to their own size.
Leveraging external resources is currently the most mainstream mode for Chinese pharmaceutical companies to expand overseas, which is suitable for companies with limited resources and in need of international experience accumulation, but it also means that the company's voice will be weakened and the relative benefits of sharing will be limited.
Hong Kong stock concept tracking | Innovative drug policy released, medical companies will speed up improvement in the second half of the year (with concept stocks).
Recently, several domestic heavyweight innovative drugs have been approved, and heavyweight data has been successively announced by ASCO, ESMO, ADA, and EHA. The negotiation rules for payment-side medical insurance tend to be clear and mild, and the regulatory side promotes the industry around clinical value. Domestic new drugs have entered the 2.0 era.
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