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Learning Times: Why are innovative drugs important?
① Currently, the research and development of innovative drugs is surpassing the purely Technology domain, evolving into a strategic high ground for great power competition; ② Accelerating the research and development of innovative drugs has multiple strategic significances, including addressing major disease challenges, maintaining national pharmaceutical security, promoting high-quality economic development, and participating in global health governance.
Major bank ratings | UBS Group: Pharmaceutical companies with authorized potential and upcoming clinical data still have upward potential.
On June 25, Gelonghui reported that UBS Group stated that pharmaceutical stocks saw a significant increase in A-shares and H-shares this year, rising 27% and 65% respectively, due to a series of record High Stock Price licensing trades and the release of clinical data in the first half of the year. The bank believes that companies with licensing potential and upcoming clinical data announcements still have room for growth. It raised the Target Price for CSPC Pharma to 10 Hong Kong dollars and reiterated a "Buy" rating, believing that the expected licensing trades and effective control of sales expenses have not yet been reflected in the stock price. The bank has raised its earnings per share estimates for CSPC Pharma for 2025 to 2027 by 62%, 151%, and 26% respectively, based on an upgraded product pipeline and key products.
UBS Group raised the Target Price for Stone Pharmaceutical (01093.HK) to 10 yuan and increased the Target Price for Sinopharm (02171.HK) to 32 yuan.
UBS Group released a report, indicating that under a series of record high-value licensing trades and clinical data announcements in the first half of the year, A-shares and H-shares have cumulatively risen by 27% and 65% respectively this year. The firm believes that companies with licensing potential and upcoming clinical data announcements still have upside potential. The target price for Shanghai Pharmaceuticals (01093.HK) has been raised to 10 yuan, and a "Buy" rating has been reiterated, as it is believed that the expected licensing transactions and effective sales cost control have not yet been reflected in the stock price. The firm has raised the earnings per share forecasts for Shanghai Pharmaceuticals for 2025 to 2027 by 62%, 151%, and 26% respectively, based on the product adjustments.
Study Times: Efforts should be made to accelerate the research and development of innovative drugs and improve the multi-level Capital Markets support for pharmaceutical companies.
The article published in the 'Study Times' states that developing innovative drugs is a fundamental way to address major diseases and ensure pharmaceutical safety, as well as a new driving force for promoting high-quality economic development. China's innovative drugs need to strengthen basic research, deepen review and approval reforms, improve the support of a multi-level Capital Markets for pharmaceutical companies, optimize the investment and financing system, enhance talent training and introduction, deepen international cooperation, and promote the high-quality development of innovative drugs.
Tianfeng: With policy support and product improvements, Chinese innovative drugs are expected to continue achieving domestic substitution in the local market.
Under the dual factors of policy support and the enhancement of product capabilities, Chinese innovative drugs are expected to continuously achieve domestic substitution in the local market.
The actions of the "Shiyao system" with a Market Cap of hundreds of billions continue to decode the wealth creation secrets of wealthy individuals in Hebei. 【Medical World】
The "old players" are continuously in operation. According to Cai Jun from Investor Network, despite the ongoing internal pressures, CSPC PHARMA (01093.HK, hereinafter referred to as the "Company") and its actual controller Cai Dongchen are still seeing an increase in wealth. Recently, the Company announced that it is in discussions with several independent third parties regarding three potential Trades, involving the development, production, and commercialization licensing cooperation of its epidermal growth factor receptor antibody drug conjugates (EGFR-ADC) and other products. The potential upfront payment, development milestone payments, and commercialization milestone payments for each Trade can reach approximately 5 billion USD in total. Subsequently, the cooperation with AstraZeneca came to light. Performance is under pressure.
