WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.
① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?
What does AI pharmaceuticals still lack before a market explosion? | Focus
① From the discovery of targets to the identification of preclinical candidate compounds, current generative AI mainly focuses on the early stages of drug development, which can lead to significant acceleration; ② If AI in drug development is to further expand the realm of possibilities, it must explore more profitable real-world applications.
The highest single transaction price exceeds 0.5 million yuan! The small peak in medical beauty before the festival "arrives as scheduled", and the differentiation of Institutions intensifies further | Fax.
① With the Spring Festival approaching, the medical beauty Industry is experiencing a small surge in Consumer spending, and medium to large medical beauty Institutions have recently seen a significant increase in customer flow. ② Hyaluronic acid, facial rejuvenation injections, and collagen, which have short recovery times and clear effects, remain the "favorites" of Consumers before the holiday. ③ The differentiation among medical beauty Institutions of different sizes is intensifying.
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.
Pharmaceutical stocks have become a transitional theme at present, and the performance line may be further valued by the market.
Track the entire lifecycle of the main sector.
Highly resilient! Leading CRO companies have stabilized their fundamentals, but the shadow of the biosafety bill may still linger next year | Year-end review.
① In 2024, the USA Biodefense Act will disrupt CROs throughout the year and may continue next year; ② In the first three quarters of this year, over half of listed companies experienced revenue growth, and leading CROs demonstrated resilience; ③ Research on popular targets such as ADC, GLP-1, and bispecific antibodies will continue to be hot; ④ In 2025, the performance of leading CROs and small to medium enterprises may further diverge.