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.
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