Is the breakthrough path all in AI? Chain pharmacies are facing a wave of closures and an era of low profits.

① In 2024, particularly in the second half of the year, chain pharmacies will face a large-scale wave of closures, and leading chain pharmacies will generally enter a low-profit era. ② AI is also being assigned higher expectations in helping pharmacies reduce costs and increase efficiency. ③ Publicly available large models, due to a lack of support from vertical domain data, are still insufficient to support the actual Business Operation of pharmacies.

cls.cnMar 16 14:09

AI and policy drive together! Hong Kong stocks in the pharmaceutical sector make a collective comeback, with WUXI BIO surging over 13% leading the Industry.

① What technological breakthroughs have driven the improvement of research and development efficiency in the Biomedical Industry? ② What are the reasons for the leading increase in WuXi's affiliated companies?

cls.cnMar 14 13:19

Hong Kong stocks are experiencing fluctuations | CRO Concept stocks are warming up. The integration of AI and CXO has entered a new stage. Institutions claim that the external environment for CRO may be improving.

As of the time of writing, the CRO Concept has warmed up, with VIVA BIOTECH (01873) rising by 11.89% to 1.6 HKD; WUXI BIO (02269) increasing by 10.3% to 25.7 HKD; PHARMARON (03759) up by 5.67% to 16.04 HKD; and TIGERMED (03347) climbing by 5.86% to 37.05 HKD.

Zhitong FinanceMar 14 10:47

Goldman Sachs: The Medical Care Industry in China is expected to return to normal this year without a V-shaped rebound.

Goldman Sachs published a Research Report stating that 2025 will be a year when China's Medical Care Industry moves closer to normalization. Pharmaceutical companies are expected to gradually adapt to the new normal, but it is anticipated that the Industry will not be able to quickly recover and achieve a V-shaped rebound from the impacts of recent policies such as anti-corruption measures and the national medical security diagnosis-related grouping reform. Additionally, Goldman Sachs believes that while generative AI has become a hot topic in the pharmaceutical industry, the application of AI is still premature and is not expected to have a significant impact on the Industry in the short term. The firm predicts that more disruptive Technology applications will emerge in the future, reshaping the research and development processes and the ROI of the pharmaceutical industry based on recent industry developments.

AASTOCKSMar 13 15:52

Goldman Sachs' investment ratings and Target Price for China's Medical health stocks (table)

Goldman Sachs released a research report, detailing the latest investment ratings and target prices for Chinese Medical health stocks as follows: Stock | Investment Rating | Target Price (HKD) HANSOH PHARMA (03692.HK) | Buy | 20.97 -> 21.51 SINO BIOPHARM (01177.HK) | Buy | 4.1 -> 3.96 CSPC PHARMA (01093.HK) | Buy | 8.52 FOSUN PHARMA (02196.HK) | Neutral | 18.18 -> 16.83 LIVZON PHARMA (0151

AASTOCKSMar 13 15:43

All the way up! The Innovative Drugs Sector in Hong Kong stocks surged collectively, with multiple stocks doubling this year. Who is reshaping the valuation?

The rise in the Hong Kong stock market's Innovative Drugs Sector continues. Market analysts point out that this wave of Innovative Drugs momentum benefits from a combination of factors including market sentiment, policy, and the realization of the companies' own commercial value.

Securities TimesMar 13 09:50