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【Brokerage Focus】BOCOM INTL points out that Innovative Drugs companies continue the trend of going abroad, and is bullish on the Sector, which still has significant room for recovery.
Jinwu Finance | BOCOM INTL stated that in the new year, Chinese Innovative Drugs companies continue the trend of going abroad. INNOVENT BIO (01801), SIMCERE PHARMA (02096), Kangnuo Ya (02162), Kelun Botai (06990) / HeBo Pharma (02142), Ying'en Bio and other companies successfully licensed their Innovative Drug Assets through MNC big pharma or through NewCo format. The bank believes that going abroad will remain one of the biggest highlights of the Innovative Drugs Sector in 2025, and more significant Trades are worth looking forward to. In combination with previous drug and medical equipment procurement continuously creating funding space for medical insurance payments of innovative varieties, subsequent finance and medical insurance/business.
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An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
Huafu Securities: The demand potential in the lipid-lowering drug Industry is enormous, and several Innovative Drugs are about to receive data catalysis.
Multiple cutting-edge targets have welcomed data catalysts, with strong certainty in drug viability, suggesting to focus on domestic companies that are targeting new Innovative Drugs for lipid reduction.
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Guolian's investment strategy for the CSI SWS Health Care index in 2025: Look at space for incremental growth and at structure for existing assets.
Looking ahead to the CSI SWS Health Care index in 2025, from the perspective of incremental growth, attention should be paid to the long-term development of three major areas: medical insurance, self-paying, and overseas expansion; from the perspective of existing growth, attention should be paid to the essence of medicine and Medical.
MayFlower : It was predictable..
Midnite52 : yep