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[Brokerage Focus] BOCOM INTL: The impact of USA drug price reforms may be manageable but still requires observation.
Jinwu Financial News | BOCOM INTL Research Reports indicate that Trump signed an executive order. This order aims to significantly reduce pharmaceutical prices in the USA by eliminating intermediaries in drug sales and the most-favored-nation policy. Furthermore, the second draft of the collection procurement policy optimization plan compared to the first draft provides hospitals and enterprises with greater flexibility and emphasizes practical operability and rationality. The bank stated that this executive order to lower drug prices in the USA is actually a continuation of Trump’s first term most-favored-nation drug pricing policy, but it still lacks specific implementation details. Combined with the existence of various interest group games, there is currently a certain degree of excessive concern in the Sector, and domestically produced Low Stock Price pharmaceuticals may or...
Open Source Securities: China's small cell lung cancer pipeline is globally leading, focusing research on three new fields.
Multiple product heavy data is expected to be announced at the 2025 ASCO conference, and the SCLC field's track prosperity is expected to continue to improve, with related symbols likely to benefit.
Pharmaceutical stocks are under significant pressure. 3SBIO (01530) falls by 7.95% as Trump plans to immediately reduce drug prices by 30%-80%.
Jinwu Financial News | Pharmaceutical stocks are under significant pressure, with 3SBIO (01530) down 7.95%, KEYMED BIO-B (02162) down 6.42%, ASCENTAGE-B (06855) down 7.05%, ZAI LAB (09688) down 6.78%, BEIGENE (06160) down 6.20%, Lepu Bio-B (02157) down 5.12%, CSPC PHARMA (01093) down 5.92%, INNOVENT BIO (01801) down 5.25%, and AKESO (09926) down 4.45%. The President of the USA, Trump, stated that an executive order will be signed at the White House.
【Brokerage Focus】CITIC SEC: The performance disparity in the Medical industry is accelerating, and policy trends are clear.
Jinwu Financial News | CITIC SEC stated that in 2024, the overall revenue of medical listed companies under the CITIC SEC industry classification will decrease by 0.62% year-on-year, with a net income attributable to the parent company declining by 8.48%. Both revenue and profit experience negative growth, while indicators such as gross margin, net margin, and Cash / Money Market / revenue have seen a decline compared to 2022 and 2023. In Q1 2025, the overall revenue of medical listed companies will decrease by 4.56% year-on-year, with a net income attributable to the parent company declining by 11.28%, putting pressure on performance. Although negative growth is still observed in the overall healthcare industry's performance for 2024 and Q1 2025, various subsidiary sectors are...
[Brokerage Focus] Zhongtai International's May investment strategy for the Industry: Continue to promote high value-added Innovative Drugs manufacturers.
Kingwo Financial News | Zhongtai International has released the investment strategy for the pharmaceutical industry in May. The Hang Seng Healthcare Index rose by 1.10% in April, outperforming the Hang Seng Index by 5.43 percentage points. The main reason is that the USA imports mainly raw materials for Western medicines and mid-to-low-end medical instruments from China, which have low profit margins and limited impact on the performance of the pharmaceutical industry. Therefore, the overall impact of US tariffs on the Hong Kong stock pharmaceutical industry is relatively small. Among the sub-sectors, the CXO Sector experienced a decline due to concerns about the impact of US-China relations because of the relatively large proportion of business income coming from the USA, while the Medical Services Sector continues to face market concerns about issues like health insurance cost control.
Trending Industry Today: BEIGENE Leads Losses In Biotechnology Stocks
