Traditional Chinese Medicine
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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.
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.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."
In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.
The century-old brand dispute between Beijing Tongrentang and Tianjin may come to an end as the Tongrentang Group controls 60% of Tianjin Tongrentang's shares | Quick read announcement.
① Beijing Tongrentang Group acquired 60% equity of Tianjin Tongrentang Group, which may include the Tianjin Tongrentang Business into the listed company in the future. ② In 1904 and 2021, Beijing Tongrentang sued Tianjin Tongrentang for brand issues. After this acquisition, the century-old brand disputes between both sides may come to an end.
How to break through the challenges in the development of innovative drugs? The industry suggests focusing on internationalization.
① The year 2024 will be the inaugural year of large-scale authorized trade, and going abroad has become an important direction for the development of local pharmaceutical companies; ② Chinese企业品牌, clinical trial capabilities, data presentation formats, and levels of international operation still need time and practical verification.
Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?
Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.
Will the indications of GLP-1 drugs expand to the field of PCOS? The era of three targets is about to arrive? | Industry Observation
①At the GLP-1 Drug Seminar (Chengdu session), participants discussed the global trend of GLP-1 drug research and development. ②Participants mentioned that the indications for GLP-1 drugs in the future may expand to areas such as PCOS and stroke. ③Drugs targeting GLP, GCG, and GIP receptors are beginning to rise.
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.
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.
The tenth batch of national procurement reporting documents have been leaked, industry insiders: does not represent the final list of centralized procurement varieties. The competition intensity will reach new heights.
①A document of the tenth batch of national procurement reporting catalog has circulated within the industry. Today, when the reporter verified with the relevant department, they indicated that it is an internal document not for public release, and the formal joint procurement document will be released publicly later. ②Several industry experts have provided feedback to the reporter, stating that this reporting catalog does not represent the final procurement catalog. However, the competitive landscape of the tenth batch of national procurement will involve at least seven companies. ③The competition for the tenth batch of national procurement will be exceptionally fierce.
With a compound annual growth rate of only 2.6% over the past five years, China's top 100 pharmaceutical companies are entering an adjustment period. How will the industry break through under internal and external pressures?
According to the data from China Meheco Group, in 2023, multiple operation indicators of the pharmaceutical industry's leading companies have declined. The compound annual growth rate of the top 100 pharmaceutical companies in the country in the past five years is only 2.6%, and the industry as a whole has entered the adjustment phase from the initial high-speed growth. Behind the weak growth, the health industry is also undergoing transformation: overseas licensing trades for innovative drugs have reached a new high, and leading companies are accelerating outward expansion...
Is the chain of pharmacies entering a "mini ice age"? H1 growth rate "downgrades", the industry's high-growth stores may reach turning point.
① The growth rate of sales revenue of all categories in retail pharmacies has slowed down, and the competition in stock continues to intensify. In the first half of this year, it was difficult for major chain pharmacies to increase revenue and profit. ② In the future, the focus of pharmacy competition will shift to commodity extension and services. According to the prediction of Zhongkang Industry Research Institute, the growth rate of pharmaceuticals in all end terminals in 2024 is expected to decrease to 4.9%, a decrease from 2023.
Will you be eliminated if you don't go overseas? In the first half of the year, the proportion of innovative drug outbound business development accounted for about 80% | Industry Dynamics.
①At the 2024 New Investment Conference hosted by Frost Sullivan, the issue of going global was favored by participants. ②There is a new trend in the export of innovative drugs in China, for example, the number of export BDs exceeded License-in for the first time in 2023. ③Some participating experts put forward rational opinions and called for internal strength, not just enthusiasm.
Tong Ren Tang Technologies Co. Ltd. Non-GAAP EPS of C$0.43, Revenue of C$23.89M
Kenbei Miao (02161.HK) cancelled 3.662 million shares and repurchased shares on February 27
On February 27, Gelonghui | Jianbei Miaomiao (02161.HK) issued an announcement to cancel 3.662 million shares purchased on February 27, 2024.
E-Home Household Services Subsidiary Provides Business Plan and Partners With Traditional Chinese Medicine Company
Express News | National Health Commission: carry out TCM intervention activities in adolescent myopia, obesity and scoliosis
China Resources Pharma Concludes Purchase of Controlling Stake in Boya Bio