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The reevaluation of the Hong Kong stock Technology sector reveals that the Innovative Drugs sector is also expected to迎迎迎 DeepSeeK moment.
① Hong Kong stocks in the Biomedical sector are strengthening in the short term, which Bullish factors are worth paying attention to? ② The number of new drugs under research in our country has jumped to second in the Global ranking, what new support does the policy provide?
The era of large models in medicine! AI empowers the Industry to press the "accelerator", while the industry still hopes for revolutionary technology to emerge | Medicine Bottoming Series ④
① AI, with its powerful data summarization capabilities, is driving further innovation in the Medical and pharmaceutical fields; ② however, pharmaceutical companies still feel troubled about how to leverage AI in research and development; ③ industry insiders believe that the limitations of technology and the inviolability of ethical and legal responsibilities objectively prevent AI from having the capability to be a responsible entity.
The enthusiasm for pharmaceutical companies going public in Hong Kong continues! Two leading COVID-19 drug companies are entering the market. How can they break the dilemma of single revenue sources?
In the past three months, nearly 20 pharmaceutical companies have submitted listing applications to the Hong Kong Stock Exchange, including True Biologics and Wangshan Wangshui, two former stars in the COVID-19 pharmaceutical industry; the primary revenue of these two companies is still concentrated on products related to COVID-19 authorization or commercialization, which has significantly declined, providing limited Cash / Money Market.
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Under the AI boom, the Biomedical and AI Medical stocks have been running wild this year.
[Brokerage Focus] China Securities Co.,Ltd.: With policies and technology driving together, the competitiveness of China’s Innovative Drugs Industry continues to rise.
Jingwu Financial News | China Securities Co.,Ltd. research points out that from a policy perspective, centralized procurement and medical insurance negotiations have entered a normalized stage, and commercial Insurance has brought potential growth space to the Innovative Drugs market, with expectations for further support for Innovative Drugs in the future. In the technology sector, in 2023, the Global sales of ADC drugs reached 10.4 billion USD, and domestic enterprises have accelerated their layout and research and development in the ADC field, gradually entering a period of fruitful results. The GLP-1 weight loss sector has now matured, and market competition has upgraded from merely weight loss efficacy to multiple health benefits, with new target drugs in.
Are Innovative Drugs receiving a New Year's bonus at the start of the year? Support from medical insurance policies may come in multiple ways, and listed companies express that they will "seize the opportunity."
① Two major consultation drafts focus on the pricing and payment of Innovative Drugs, proposing multiple specific innovative mechanisms, further igniting enthusiasm in the Innovative Drugs Industry; ② Industry experts believe that the Class B medical insurance catalog serves as a shot in the arm, but attention should be paid to expanding its Fund pool and further measures to guide insured enthusiasm; ③ Many listed companies have noticed this dynamic and stated they will "closely monitor, actively cooperate in the future, and seize opportunities."
