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AK MEDICAL: ANNUAL REPORT 2024
The industry is hotly discussing the future trends of nuclear medicine, will Hybrid NewCo become a new model for the RDC Industry to venture abroad? | Industry Observation
① Today, the 2025 Future XDC New Drug Conference is held in Chengdu; ② Executives from companies such as Baillie Tianheng and Kelun Botai, along with numerous experts and scholars in the industry, will jointly discuss cutting-edge technologies in ADC/nuclear drug development, overseas strategies, and other Topics.
AK Medical Holdings Limited's (HKG:1789) Most Bullish Insider Is CEO Zhijiang Li, and Their Holdings Value Went up by 10% Last Week
Everbright: Import substitution is expected to accelerate, pay attention to the rising market share of domestic surgical robots.
Everbright stated that the import substitution is expected to accelerate, paying attention to the rise in market share of domestic surgical robots.
China Securities Co.,Ltd.: It is recommended to focus on the new growth and integration opportunities in the Industry.
China Securities Co.,Ltd. remains bullish on high-quality Innovative Drugs companies in 2025 and actively focuses on cutting-edge technologies in pharmaceuticals and medical devices.
【Brokerage Focus】BOCOM INTL indicates that the impact of the new round of tariffs on the fundamentals of the A/H medical Sector is limited.
BOCOM INTL believes that the impact of the new round of tariffs on the fundamentals of the A/H Pharmaceutical Sector is limited, primarily due to: 1) Pharmaceutical products are currently temporarily exempt from tariffs; 2) Even if tariffs on pharmaceuticals are implemented, there is no direct impact on completed or pending BD Trades; 3) For mature commercialized Innovative Drugs, the impact of additional tariffs on the gross margin of innovative drug sales should be at a low single-digit percentage level; 4) As leading companies with a large proportion of CMO Business gradually expand their production capacity layout globally, the impact of tariffs will gradually decrease; 5) The reciprocal tariffs imposed by China mainly affect capital expenditure, including the cost side of materials.
