No Data
[Brokerage Focus] Sinolink: The actual geopolitical risk in the Innovative Drugs Sector is low. In the second half of the year, it is recommended to focus on left-side reversals.
Jinwu Finance | Sinolink's Research Reports indicate that the external tariff environment is changing rapidly, and the pharmaceutical Sector has good risk resistance and growth potential. The geopolitical risk in the Innovative Drugs Sector is very low, and there are opportunities for domestic substitution in Blood Products, Medical Device, and instruments. A reversal in the left-side Sector is imminent after the first quarter report, and attention is recommended. The firm states that in the second half of the year, attention should be given to the left-side reversal, as performance gradually recovers and the fundamentals improve. Focus on the individual stocks in Generic Drugs, chain pharmacies, Medical Device, and Traditional Chinese Medicine that are experiencing difficulties. Throughout the year, it is advised to continuously focus on the main line of Innovative Drugs and semi-Innovative Drugs; additionally, in the short term, attention should be paid to the fluctuations in tariffs regarding Blood Product
HUTCHMED Shares Are Trading Higher After the Company Announced It Completed Enrollment of the Registration Phase of Its Phase II Trial of Savolitinib in Gastric Cancer Patients With MET Amplification.
Express News | HUTCHMED Shares Are Trading Higher After the Company Announced It Completed Enrollment of the Registration Phase of Its Phase II Trial of Savolitinib in Gastric Cancer Patients With MET Amplification
Hutchmed (China) Completes Patient Registration for Phase 2 Trial of Gastric Cancer Drug
Hong Kong stocks in the pharmaceutical sector soared! Kai Medical surged more than 22%. Institutions claim that tariffs have "no impact" on the wave of Innovative Drugs going abroad.
① How do government policy support and the overseas expansion of Innovative Drugs become a new growth engine for Hong Kong stock pharmaceutical companies? ② Why does Zhongtai International believe that tariffs have limited impact on Innovative Drug companies?
Guosen: Focus on the Innovative Drugs that are accelerating their overseas expansion and the service Sector supported by policies.
Guosen recommends paying attention to the Medical Services Sector.
