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Biomedical sector showing strong performance, Pharmaron (03759) rose by 14.97%. Institutions believe there is still room for further increase in sector valuation.
Golden Finance News | The biomedical sector is showing strong performance, with Pharmaron (03759) up 14.97%, Remegen (09995) up 13.59%, Tigermed (03347) up 12.58%, Wuxi Bio (02269) up 11.79%, Wuxi Apptec (02359) up 10.56%, Akeso (09926) up 8.92%. In terms of news, Guoyuan International believes that the main reason for the outperformance of the pharmaceutical sector in this round of large gains is due to the deeper decline in the pharmaceutical sector in the previous period (as of September 23, MSCI China Meheco Group Index has fallen 23% year-to-date), sector.
Bocom Intl: The fifth batch of consumables centralized procurement initiated, focusing on simcere pharma (02096) and other high-elastic symbols under the recovery of the sector.
Bocom Intl believes that there is still further room for recovery in the Mainland pharmaceutical sector in the short term.
[Brokerage Focus] Bocom Intl believes there is still room for further recovery in the pharmaceutical sector in the short term.
Kingwu Finance News | Bocom Intl stated that the fifth batch of consumables for the national procurement has started, and the market for cochlear implants and peripheral interventions may enter a new cycle. In addition, many places have lifted the quantity restrictions on pharmaceuticals used in hospitals, accelerating the entry of pharmaceuticals into hospitals. The bank pointed out that with the inclusion of national procurement, the expected price decrease in cochlear implants may bring incremental market demand, creating market share substitution space for domestic brands. The bank believes that in the short term, there is still room for further recovery in the pharmaceutical sector, with a focus on recommending Simcere Pharma (02096), Hutchmed (China) (00013), CanSino Biologics (02162), and Akeso (09926) due to their rich short-term catalysts and high profit growth.
[Brokerage Focus] Bocom Intl raises target price by 13% on Akeso (09926), citing recent approval of new products and indications.
Jingu Wealth News | Bocom Intl's research reports indicated that Akeso (09926) has obtained approval for two listing applications, and the commercial product portfolio has been extended to non-oncology areas for the first time. In addition, the company has recently released multiple clinical data at conferences such as EADV and ESMO. The bank has raised the company's 2024-26 revenue by 6-10% to reflect the recent approvals of new products/new indications and positive clinical progress. The bank's latest DCF target price has been raised from 77 Hong Kong dollars to 87.0 Hong Kong dollars, corresponding to a potential increase of 26% in the next 12 months. Key catalysts include the situation of Kantani and Ivosidenib medical insurance negotiations and the launch of new indications domestically.
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MayFlower : It was predictable..
Midnite52 : yep