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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.
Hong Kong healthcare stocks receive attention from investors again, with Trifolium Biotech surging nearly 15%.
1. What is the impact of medical insurance negotiations on pharmaceutical stocks? 2. What are the reasons for the rise of Clover Biopharmaceuticals and Imin Ankang?
The first batch of pharmaceutical fund's third quarter report is released! Shareholding in US stocks reduced, while increasing holdings in Hong Kong stocks and A-shares.
The first batch of fund managers exposed in the third quarter medical investment strategy, significantly increased the proportion of innovative drugs, especially the position of Hong Kong-listed innovative drugs with greater flexibility.
Hong Kong stock innovative drugs sector once again welcomes national market sentiment, with "real innovation" becoming a key layout.
For domestic innovative drug enterprises, the medical insurance catalog has now become a 'threshold'. As long as the innovative drug enterprises successfully cross the threshold, they can rely on the logic of trading price for quantity to achieve rapid volume expansion of products, thereby crossing a major step in the company's cash realization speed and hematopoietic ability.
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