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Hutchmed (China) Newsroom
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.
Daiwa Securities Initiates Coverage on HUTCHMED With Buy Rating, $23 Price Target
Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.
The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.
Hutchmed to Receive $10 Million Milestone Payment Through Takeda
Express News | Reported Earlier, HUTCHMED to Receive $10M Payment From Takeda As FRUZAQLA Achieves First National Reimbursement In Europe For Metastatic Colorectal Cance
Hutchmed (China) (00013.HK): Following the first inclusion of FRUZAQLA (fruquintinib) in the healthcare insurance in Europe, a milestone payment from Takeda will be received.
Gelonghui reports on December 13 that Hutchmed (China) (00013.HK) announced it will receive a $10 million milestone payment from its partner Takeda (TSE: 4502/NYSE: TAK). Takeda has received a recommendation in December 2024 for FRUZAQLA to be included in public medical coverage for patients with previously treated metastatic colorectal cancer in Spain, marking the first recommendation for public medical coverage obtained in Europe. Colorectal cancer is the second leading cause of cancer-related deaths in Europe. FRUZAQLA received approval from the European Commission in June 2024.
Express News | HUTCHMED to Receive Milestone Payment From Takeda Following First European Reimbursement for Fruzaqla® (Fruquintinib)
China Grants Hutchmed Breakthrough Designation for Non-Small Cell Lung Cancer Drug
Reported Earlier, HUTCHMED's ORPATHYS and TAGRISSO Combo Gains Therapy Designation in China for Advanced Lung Cancer
Hutchmed (China) (00013.HK) announced that the combination therapy of Orpathys and Tagrisso has been included as a breakthrough therapy in China for the treatment of specific lung cancer patients with disease progression after EGFR inhibitor treatment.
On December 12, Glonghui reported that Hutchmed (China) (00013.HK) announced today that the Drug Evaluation Center of the National Medical Products Administration of China ("National Drug Administration") has included Orpathys (savolitinib) and Tagrisso (osimertinib) in the list of breakthrough therapeutic drugs, for the treatment of patients with EGFR mutation-positive locally advanced or metastatic non-small cell lung cancer who have progressed after receiving epidermal growth factor receptor ("EGFR") inhibitors, accompanied by MET amplification. Orpathys is
Express News | HUTCHMED Announces Breakthrough Therapy Designation in China for Orpathys® and Tagrisso® Combination in Certain Lung Cancer Patients After Disease Progression on Egfr Inhibitor Therapy
China Central Economic Work Conference: A Key Indicator for Future Market Trends
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
China Will Adopt a "Moderately Accommodative" Monetary Policy in the Next Year, The First Shift to Easing Since 2011
Guosen's 2025 strategy for csi sws health care index: Innovation leads to industrial upgrade.
Current domestic medical demand continues to upgrade, the macro economy is expected to gradually warm up, and under geopolitical disturbances, the country is likely to increase support for self-controllable initiatives.
Bearish landing? Hong Kong stocks in the pharmaceutical sector collectively strengthen with wuxi apptec rising over 8%.
① How much impact did the biological safety legislation have on domestic pharmaceutical stocks previously? ② How do industry insiders view the subsequent development of the biological legislation?
Hong Kong stock concept tracking | The biocontrol bill was not included in the latest version of NDAA. Institutions are bullish on the bottom opportunities in the CXO sector (with concept stocks attached).
On December 7, 2024, local time in the USA, the US Congressional Armed Services Committees in both the House and the Senate released the final agreement text of the 2025 National Defense Authorization Act (NDAA), which incorporates proposals from both chambers.
Honkong stock market movement | CRO concept stocks collectively opened higher as the bioprotective legislation was not included in the final version of the NDAA by the U.S. Senate and House of Representatives.
CRO concept stocks opened higher collectively. As of the time of writing, wuxi bio (02269) increased by 13.03%, trading at 19.6 Hong Kong dollars; wuxi apptec (02359) rose by 11.72%, trading at 61 Hong Kong dollars; pharmaron (03759) climbed by 9.14%, trading at 16 Hong Kong dollars.
Sinolink Securities: The favorable wind of medical policies arrives first, followed by innovation going abroad and performance reversal.
In 2025, Sinolink believes that the core investment opportunities in the pharmaceutical Sector will revolve around three main logics: 1) innovation going abroad; 2) demand recovery; 3) reversal of policy expectations.
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.