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[Brokerage Focus] Zhongtai International: The results of the US election have limited impact on most companies in the pharmaceutical industry.
Kingwu Financial News | China Tai International stated that the results of the USA general election have limited impact on most companies in the pharmaceutical industry. Currently, apart from the pharmaceutical R&D outsourcing services (CXO) sector in the pharmaceutical industry which may be affected by the USA bio bill, other sectors are not greatly affected by geopolitical influences because most companies' main sources of revenue are in China. Chinese pharmaceutical companies started to go global around 2019. According to the bank's understanding, only nine Chinese innovative drugs have been approved in the USA from 2019 to date. Additionally, US hospitals typically prefer local products when choosing medications. Therefore, the bank believes that Chinese pharmaceutical companies will still find it difficult to pose a threat to the US pharmaceutical industry in the short term. Currently, the situation looks favorable.
Akeso Published Mechanism of Action for CLDN18.2/CD47 Bispecific Antibody AK132 for the First Time at SITC Annual Meeting
Bocom Intl: The tenth batch of national procurement starts with reported volumes. Bullish on sector sentiment improvement + valuation recovery after medical insurance negotiations land.
bocom intl highly recommends akeso (09926), simcere pharma (02096), legend biotech (LEGN.US), silver crest new yaobin-B (01952), and hutchmed (china) (00013), etc.
Haitong Securities fund holding positions analysis for the third quarter of 2024: Increase positions in consumer stocks, reduce positions in energy and materials.
24Q3 public offering funds have not made significant changes to their investment strategy in the Hong Kong stock market, they continue to reduce their holdings in high-dividend sectors, especially reducing positions in energy and materials with significant previous gains, while primarily increasing positions in internet and other optional consumer sectors, and also slightly increasing positions in the autos and manufacturing sectors.
Hong Kong stocks unusual movement | Akeso (09926) opened nearly 3% higher. Credit Suisse predicts that AK112 could potentially increase sales by up to 0.9 billion USD in the usa market.
Akeso (09926) opened nearly 3% higher, as of the time of publication, it rose by 2.93%, closing at 70.2 Hong Kong dollars, with a turnover of 5.967 million Hong Kong dollars.
Morgan Stanley raised the target price of Akeso (09926.HK) to 74 yuan and included non-squamous NSCLC in the overseas forecast for AK112.
JPMorgan released research reports indicating that Akeso (09926.HK) management revealed that non-squamous cell carcinoma patients have been included in the global Phase III clinical trial HARMONi-3 of AK112, planning to recruit 1,080 patients to evaluate the first-line (1L) treatment of squamous and non-squamous non-small cell lung cancer (NSCLC). In addition to overall survival, progression-free survival will also be included as new co-primary endpoints. JPMorgan believes that this new development is another proof of confidence in the potential of AK112, considering that approximately 70% of NSCLC patients belong to the non-squamous category.
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