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Zhongtai: Innovative Drugs lead the market, pay attention to Q1 performance + policy catalysis.
In April, the pharmaceutical Sector is expected to continue its structural market trend, with Innovative Drugs as the main line and thematic opportunities rotating.
The entire pharmaceutical sector has surged sharply; what happened?
On Monday, all AH Stocks in the pharmaceutical Sector surged, with innovative drugs performing the strongest. The Yinhua CSI Innovative Drugs Industry ETF collectively rose sharply, driven by three main factors: the relaxation of collective procurement, overseas license authorizations, and improvement in Earnings Reports that will reshape the Industry landscape.
Overseas expansion is continuously being catalyzed, and the pharmaceutical stock market is gradually heating up. Institutions: China's "R&D premium" is being recognized globally.
① As of the time of writing, the Hang Seng Innovative Drugs Index has risen over 6%, with many Biomedical stocks in the A-share market hitting the ceiling limit. ② GTJA emphasizes that the centralized procurement rules are expected to be optimized, promoting marginal improvements in the pharmaceutical Sector. ③ Soochow believes that overseas buyers' attention to China's first in class opportunities has significantly increased.
The "wind" has reached the pharmaceutical stocks, and the Sector is experiencing a surge in limit-up prices! What are the Bullish catalysts?
Catalysts from news, warming performance, and the advantages of valuation may become the main factors boosting the rise of pharmaceutical stocks.
FUSEN PHARM (01652) announced its 2024 performance, with losses attributable to equity holders amounting to approximately 0.189 billion yuan, an increase of about 4.2 times year-on-year.
FUSEN PHARM (01652) announced its performance for 2024, with revenue of approximately 0.326 billion yuan, a year-on-year decrease of about 42.4...
Express News | Fusen Pharmaceutical FY Gross Margin 49.9%