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Guolian Securities: Increased attention to tumor immunology, recommend focusing on targeted drugs such as PD1/IL2 in pharmaceutical companies.
With the increasing attention to tumor immunity, and the successive launch of advantageous products, bullish on PD1/IL2 and PD1/IL15 targeted drugs.
Some pharmaceutical stocks are rising against the market, and Beigene (06160) is up 5.03%. Institutions point to the pharmaceutical sector entering a value investment range.
Some pharmaceutical stocks bucked the trend, with BeiGene (06160) rising 5.03%, Shandong Xinhua Pharmaceutical (00719) rising 3.61%, Hansoh Pharma (03692) rising 2.38%, Joinn Laboratories (06127) rising 2.22%, and CanSinoBio (06185) rising 1.59%. News-wise, China International Capital Corporation released research reports stating that after 3 years of systematic adjustments, the pharmaceutical sector has entered the value investment range. Along with the gradual stabilization of domestic policies and the introduction of policies related to innovative drugs, the domestic innovative drug industry chain and overseas expansion are worth paying attention to in the second half of 2024.
Hang Seng Index: Benefiting from policy support, biotechnology stocks have seen three consecutive months of inflows.
The Hang Seng Index company stated that there are signs of improvement in the recent situation of biotechnology stocks, as well as benefitting from policy support and three consecutive months of inflow of funds.
Abnormal movement hits | CRO concept stocks lead the gains, the Fed's interest rate cuts will be bullish for CXO enterprise customers, and Shanghai issued a document supporting biomedical innovation.
On August 2nd, CRO concept stocks rose in early trading. As of press time, Tigermed (03347.HK) rose 5.67%, reporting 31.7 Hong Kong dollars; WuXi AppTec (02359.HK) rose 4.60%, reporting 33 Hong Kong dollars; Joinn Laboratories (06127.HK) rose 3.85%, reporting 7.56 Hong Kong dollars; Pharmaron (03759.HK) rose 3.80%, reporting 9.84 Hong Kong dollars. Market source: Futubull. On the news front, the Federal Reserve stated that if progress in combating inflation continues as desired, it may announce interest rate cuts at its September meeting. There are
As of the end of July, Joinn Laboratories (06127) has cumulatively repurchased 1.7356 million A shares.
Joinn Laboratories (06127) has announced that as of July 31, 2024, the company has cumulatively completed trades through centralized bidding...
Hong Kong stock concept tracking | Diabetes prevention and control action plan released, significant progress has been made in the innovative drug research and development of these enterprises (with concept stocks).
According to Frost & Sullivan data, the scale of China's diabetes medication market is expected to reach 167.5 billion yuan by 2030.
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