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Recent market hotspots continue to rotate between high and low, focusing on varieties with certainty in mid-term report performance.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] BOCOM INTL has given 3SBIO (01530) a Buy rating, indicating that its core large products have significant long-term potential.
Jinwu Finance | BOCOM INTL's Research Reports indicate that 3SBIO (01530) Teplizumab is currently the only approved specific elevation drug for the CIT indication globally, and this Institution is Bullish on its potential to continue replacing IL-11 class competitors. Meanwhile, the likelihood of generic drugs entering the market in the short to mid-term is low, resulting in limited pricing pressure. This Institution expects a CAGR of 11% for product sales from 2024 to 2026, with a long-term sales peak expected to reach 7 billion yuan. This Institution anticipates that Mandi's sales peak could reach 2.5 billion yuan, mainly due to: 1) the growing and increasingly younger population suffering from hair loss in mainland China; 2) ongoing synergistic marketing efforts online and offline.
[Brokerage Focus] CITIC SEC: The medical beauty Industry in our country has a large market space, with growing awareness and an aging clientele expected to drive growth.
Jingwu Finance and News | CITIC SEC's Research Reports indicate that the medical aesthetics industry in our country has a large market space, and the increasing awareness and aging customer base are expected to drive growth. Among these, injection-related services are likely to benefit from supply-side drivers, with growth rates potentially surpassing that of the overall industry. From a product perspective, the evolution and iteration of categories create development opportunities, with new certificate scarcity building product dividends. After an increase in mid-to-long-term approvals, the structure may evolve into a U-shape, with competition factors gradually upgrading from products to comprehensive capabilities in marketing, market, management, and other dimensions. From an enterprise perspective, the Chinese market exhibits characteristics of 'limited innovation,' and leading enterprises may rely on operational capabilities to maintain their advantage. The institution stated that based on this, it propos
3SBIO (1530.HK): The long-term potential of core L products is substantial, and innovative R&D achievements are about to be realized. Initial recommendation to Buy.
The competitive landscape for the existing core products is favorable, and the subsequent sales performance is expected to continue exceeding expectations: the company's core product, TebiAo, is a key recommendation in guidelines and is currently the only specific elevating drug approved for the CIT indication worldwide. Bullish on its continued replacement.
Value "reassessment" is in progress! A surge of double stocks in the Hong Kong stock market's innovative drug Concept is emerging. Where are the opportunities for the Sector in the future?
After more than three years of downturn, innovative drugs in the Hong Kong stock market have welcomed an opportunity for value reassessment.
The clinical progress of innovative drugs ignites market enthusiasm, with Geli Pharmaceutical's stock climbing over 6% at one point.
① How is the overseas authorization Trade situation of innovative drugs in China in 2025? ② If the phase I clinical trial of Gilead's domestic IL-17 inhibitor ASC50 is successful, what potential impacts will it have on its competitive landscape?
