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BOCOM INTL: There is significant room for recovery in the mainland pharmaceutical Sector, and the foreign investment environment is expected to improve.
Subsequent bullish policies for finance and medical insurance/commercial insurance are expected to continue to be introduced, and the overall valuation of the sector remains at a historical low, indicating significant room for recovery in the sector, thus giving the mainland pharmaceutical Industry a "leading" rating.
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[Brokerage Focus] China Securities Co.,Ltd.: With policies and technology driving together, the competitiveness of China’s Innovative Drugs Industry continues to rise.
Jingwu Financial News | China Securities Co.,Ltd. research points out that from a policy perspective, centralized procurement and medical insurance negotiations have entered a normalized stage, and commercial Insurance has brought potential growth space to the Innovative Drugs market, with expectations for further support for Innovative Drugs in the future. In the technology sector, in 2023, the Global sales of ADC drugs reached 10.4 billion USD, and domestic enterprises have accelerated their layout and research and development in the ADC field, gradually entering a period of fruitful results. The GLP-1 weight loss sector has now matured, and market competition has upgraded from merely weight loss efficacy to multiple health benefits, with new target drugs in.
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MayFlower : It was predictable..
Midnite52 : yep