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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.
Introducing two major international capitals, Fosun UnitedHealth is starting a new round of capital increase and share expansion, and after multiple rounds of financing, it will focus on the Fosun ecosystem.
① Planning to introduce two major international capitals: the International Finance Corporation and the Asian Development Bank; ② The total cash investment from investors amounts to 0.81 billion yuan (or the equivalent in USD); ③ Since its establishment, multiple rounds of funding have been obtained through shareholder donations and capital increases.
Investors who bought high-level pharmaceutical Funds have hope! More than 80% of products achieved positive returns in the first quarter, and recovering losses is promising.
① A total of 264 medical Funds had positive returns in the first quarter of this year, accounting for over 80%, with many Funds achieving returns exceeding 15% this year. ② The net value of medical Funds established in 2020 and 2021 is currently being repaired, and investors who entered at high levels are expected to break even.
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.
Akeso Reports FY Results
Dadacai : https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0714/2021071400414.pdf