The 2026 NDAA 'piggyback' passage looms: Revised Biosecurity Act avoids direct 'naming' – could the immediate impact be mitigated?

① The rules for considering the 2026 NDAA, which includes the revised Biosecurity Act, have been passed by a vote in the U.S. House of Representatives and may soon be put to a vote in the House; ② The revised Biosecurity Act removes direct references to specific Chinese companies and includes a relatively long grace period; ③ Legal experts believe that the likelihood of the Biosecurity Act being successfully attached to the NDAA is high, but its impact will be limited.

cls.cnDec 10 15:39

Jin10 Global Financial Morning Briefing | December 9, 2025

Trump is set to issue an executive order establishing a unified rule for AI, Russia will impose restrictions on gold bar exports starting next year, a 7.5-magnitude earthquake occurred near the eastern coast of Japan's Honshu region, and the Political Bureau of the Central Committee of the Communist Party of China held a meeting... What major events took place around the world overnight and this morning?

Golden10 DataDec 9 06:51

19+114! The National Medical Insurance and Commercial Insurance 'Dual Catalog' Released: Success Rate of Innovative Drug Negotiations Increases to 88%

①The 2025 National Medical Insurance Drug Catalogue successfully added 114 new drugs, of which 50 are Class I innovative drugs. The overall success rate was 88%, significantly higher than the 76% in 2024; ②Among the 19 drugs included in the inaugural commercial insurance innovative drug directory are not only cancer treatments such as CAR-T, but also rare disease treatments for neuroblastoma and Gaucher's disease.

cls.cnDec 7 18:03

Nearly half of the newly added drugs are Class 1 new drugs! The 2025 National Reimbursement Drug List results unveiled: All five CAR-T therapies achieve commercial insurance breakthroughs, marking the entry of innovative drug payment into the 'value era'.

①A total of 114 drugs have been included in the National Medical Insurance Drug Catalog, among which there are 50 Class I new drugs; Hengrui and Innovent have emerged as major beneficiaries. ②Nineteen innovative drugs have been incorporated into the commercial insurance innovative drug catalog, with all five CAR-T therapies successfully negotiated. Multinational companies such as Pfizer and Eli Lilly and Co have also achieved significant gains. ③Support for genuine innovation has become the main theme, with the industry paying close attention to the implementation of the commercial insurance innovative drug catalog.

cls.cnDec 7 13:57

Express News | Wuxi Bio, Wuxi Apptec, and Wuxi XDC experienced short-term rallies. Wuxi Bio surged nearly 7%, Wuxi Apptec rose over 3%, and Wuxi XDC increased by more than 4%.

BreakingsDec 4 14:31

Undervalued, underweight! JPMorgan upgrades China equities rating, optimistic about accelerated AI adoption and anti-internal competition measures.

JPMorgan believes that the risk of a significant increase in China's stock market in 2026 is far greater than the risk of a substantial decline, forecasting an upside potential of 19% for the MSCI China Index under the base-case scenario. The bank highlights multiple positive factors supporting the Chinese market, including the accelerated application of AI, the implementation of "anti-involution" policies aimed at curbing excessive competition to boost corporate profit margins, enhanced shareholder returns, and the reallocation of domestic liquidity from deposits to the equity market.

wallstreetcnDec 3 11:18 · Ratings