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Medical stocks collectively surged! Bullish news has arrived, the medical sector welcomes a catalyst.
The medical sector with lagging growth finally sees a catalyst! Analysis believes that for medical institutions, prepayment of medical insurance funds helps optimize and improve the daily operation cash flow and financial pressure of medical institutions, reducing the potential receivables and bad debt risks caused by unpaid medical insurance expenses. For medical insurance, it enhances the settlement efficiency and encourages the active diagnosis and treatment enthusiasm of medical institutions.
Multiple bullish factors boost pharmaceutical stocks listed in Hong Kong, institutions say they still face this risk in the short term.
①What are the policy measures to support the field of innovative drugs? ②What unfavorable effects on domestic pharmaceutical stocks might Trump's election bring about?
Hong Kong stocks have seen unusual movements, with CRO concept stocks generally under pressure. The emotions are influenced by the results of the USA election. Institutions point out that the probability of the Biosecurity Law being an independent law may
CRO concept stocks are generally under pressure. As of the time of publication, GenScript Biotech (01548) fell by 6.68% to HKD 10.9; Viva Biotech (01873) fell by 3.16% to HKD 0.92; Pharmaron (03759) fell by 2.64% to HKD 16.22.
Hong Kong stock concept tracking | The end of medical insurance negotiations is very encouraging for innovative drugs to be included in medical insurance at reasonable prices (with concept stocks)
The on-site negotiation and bidding stages for the adjustment of the national medical insurance pharmaceutical catalog in 2024 officially ended recently.
Is it the most 'rolled up' in history? The tenth batch of national procurement pharmaceutical catalog is officially announced, with up to 31 companies competing for a single variety.
①This afternoon, the National Pharmaceutical Centralized Procurement Office officially announced the tenth batch of national procurement pharmaceutical catalog, with a total of 263 specifications and 62 varieties; ②Many industry insiders believe that the tenth batch of national procurement will be the largest and most competitive national procurement in history.
Zheshang Securities: Continuous realization of technological innovation upgrades driving the continuous improvement of performance expectations for innovative drugs and industry chains.
As the innovative drugs industry chain enters the commercialization realization period driven purely by incremental growth, the scarcity of incremental prosperity in the pharmaceutical sector continues to rise, international competitiveness continues to improve, and there is still room for upward valuation.
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