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Open Source Securities' investment strategy for the pharmaceutical industry in 2025: The long-term industry trend has not changed, focusing on the sector stabilizing and rebounding.
At the current stage, the pharmaceutical policy tends to be stable, the rapidly growing unmet clinical needs under the background of aging, and the continuous improvement of enterprise innovation capabilities are long-term industry trends that have not changed; at the same time, with the macroeconomic improvement, it is expected that the growth rate of medical insurance income suppressing the pharmaceutical sector will gradually improve.
Concept mining | Simgeglutide weight loss drug officially launched in China, multiple e-commerce platforms have gone online
The market has broad prospects
Private Companies Invested in Jiangsu Hengrui Medicine Co., Ltd. (SHSE:600276) Copped the Brunt of Last Week's CN¥11b Market Cap Decline
"Going global" and "innovation" are the key words that cannot be bypassed. Sun Piaoyang from Jiangsu Hengrui Pharmaceuticals, Zhu Yi from Baheal Pharm and other top pharmaceutical industry leaders jointly discuss the next decade | Industry Observation
On November 14, 2024, the opening ceremony of the Insight Conference was held in Chengdu, where experts in the pharmaceutical industry, investors, and chairmen of top listed companies exchanged views on the challenges and opportunities facing the China meheco group. The two key themes of "going global" and "innovation" ran through the entire conference. Faced with the question of the future direction of innovative drugs in China, various enterprises also provided different answers.
Everbright Securities: Empowering commercial health insurance to promote payment diversification, medical insurance prepayment alleviates funding pressure.
After the implementation of the medical insurance prepayment system, it is expected to effectively alleviate the financial pressure of medical institutions in the corresponding areas, thereby improving the enterprise account payment status of pharmaceutical procurement and consumables channels, conducive to the overall development of the cash flow chain of medical institutions-pharmaceutical distribution-pharmaceutical manufacturing.
Jiangsu Hengrui Medicine Gets State Administrator Approval for Tumor Drug Clinical Trials
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