Pharmaceutical distribution
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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.
Stocks are hitting the ceiling! Since October, 10 A-share listed companies have announced being targeted, with china national medicines corporation and sh pharma being targeted on the same day by new china life insurance.
① According to incomplete statistics, since October, 10 A-share listed companies including zhejiang east crystal electronic, semiconductor manufacturing international corporation, quanjinhao, lifecome biochemistry, zhejiang jingu, primeton information technologies, inc., guangzhou goaland energy conservation tech, xuzhou handler special vehicle, china national medicines corporation, and sh pharma have announced that they have received major stock purchases from relevant parties (see attached table). ② In the secondary market, this week, xuzhou handler special vehicle and guangzhou goaland energy conservation tech have both seen their stock prices increase by more than 100% since September.
What's Going On With US Listed Chinese Stocks Alibaba, JD, Nio, Li XPeng On Wednesday?
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.
Chinese concept stocks are once again popular! Morgan Stanley has raised the ratings of multiple Chinese concept internet companies, and these industries are highly favored.
①Australia's well-known bank Macquarie released a report, upgrading the ratings of multiple Chinese internet-related stocks; ②The reason for the upgrade is the improved visibility of profits, as well as the continuous policy support from the Chinese government.
How to Capitalize on the Ongoing Bull Market for Chinese Stocks
CFO Liu Wenjing of China Merchants Cigna: Lowering the benchmark interest rate helps to alleviate the risk of "profit margin loss" in the life insurance industry, and insists on pursuing the global health strategy across the market cycle.
①Over the past decade, the national debt yield has long been lower than the upper limit of the pricing interest rate of insurance products, while the yield on the insurance assets side has been continuously narrowing, leading to a certain interest rate spread risk in the industry. ②Building a global strategy for health, adhering to the path of health, this is the top priority of the current strategic goal of China Merchants Cigna, and also a trump card for China Merchants Cigna to navigate through economic cycles.
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.
After being removed from the Hang Seng Composite Index, what new stories are there for Dingdang Health?
Misfortunes never come singly.
Sinopharm Group Co. Ltd. Goes Ex Dividend Tomorrow
AUSUPREME: ANNOUNCEMENT OF UNAUDITED INTERIM RESULTS FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2023
The periphery of the Asia-Pacific region generally fell, Hong Kong stocks plummeted, and the Hang Seng Index hit a new low of more than a month. What are the risks?
A sharp drop of over 600 points.
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