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The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
Multiple bullish factors boost pharmaceutical Hong Kong stocks. Institutions say they still face this risk in the short term.
①What are the policy measures to support the field of innovative drugs? ②What unfavorable effects on domestic pharmaceutical stocks might Trump's election bring about?
Hong Kong stocks are active | CRO concepts generally rise, medical insurance negotiations support innovative drugs, and under the environment of interest rate cuts, global biomedical financing will rebound.
The concept of CRO is generally on the rise. As of the time of publication, Asymchem Laboratories (06821) rose by 4.95%, to HKD 59.4; Tigermed (03347) rose by 4.94%, to HKD 38.25; Wuxi Apptec (02359) rose by 3.88%, to HKD 53.5.
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.
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.
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.