Zhongtai Securities: Steady performance under the influence of policies and fundamentals, grasping investment opportunities driven by medical device innovation+ inflection points
The medical device industry continues to grow rapidly. It is optimistic about importation substitution and global development driven by innovation. Volume procurement policies will continue to be implemented, medical anti-corruption is expected to ease, and sector valuations are expected to gradually recover.
Baili Tianheng and Shenzhou Cell turned losses into profits! Many biomedical companies on the Science and Technology Innovation Board ushered in a “good start” in Q1
In the first quarter of 2024, many parts of the country successively issued relevant policies to support the high-quality development of the biomedical industry or innovative pharmaceutical devices to continuously optimize the biomedical innovation environment.
堃博醫療-B:年報2023
Broncus Chairman Resigns; Successor Named
Broncus Holding (HKG:2216) said Michael Yi Wei Zhao resigned as chairman of the board and will be succeeded by Hong Xu, according to a Friday filing on the Hong Kong bourse. The changes are effective
Kunbo Medical-B (02216) appoints Xu Hong as chairman
Kunbo Medical-B (02216) announced that since April 19, 2024, Zhao Yiwei has resigned as a non-executive director,...
Kunbo Medical-B (2216.HK): Rapid growth in endogenous income, looking forward to continued improvement
The company's endogenous revenue grew rapidly in '23, and we expect continuous improvement in '24. The company achieved revenue/net loss of $1026/28.09 million (yoy +8.9%/+0.2%) in '23, which is lower than our expectations (estimated revenue)
Kunbo Healthcare (02216.HK) Announces 2023 Annual Results
The development of lung disease treatment products continues to lead, and product sales are steadily advancing in Hangzhou, March 28, 2024/PRNewswire/ -- On March 28, 2024, Kunbo Medical (02216.HK), a leader in precise interventional diagnosis and treatment of lung diseases in China, announced its annual results for the year ended December 31, 2023. During the reporting period, the company achieved product sales revenue of US$12.41 million, an increase of 32% over the previous year. Among them, the total sales revenue of products in mainland China was US$8.62 million, up 48% year on year. In 2023, the company will have a firm industrial layout around “navigation-diagnosis-treatment”, and it will expand
BRONCUS-B: (I) ANNOUNCEMENT OF ANNUAL RESULTS FOR THE YEAR ENDED DECEMBER 31, 2023; AND (II) PROPOSED AMENDMENTS TO THE EXISTING MEMORANDUM AND ARTICLES OF ASSOCIATION AND ADOPTION OF THE NEW MEMORANDUM AND ARTICLES OF ASSOCIATION
Kunbo Medical-B (02216.HK) will hold a board meeting on March 28 to approve the annual results
Gelonghui March 18 | Kunbo Medical-B (02216.HK) announced that the company will hold a board meeting on March 28, 2024 to approve the annual results of the company and its subsidiaries for the year ended December 31, 2023.
BRONCUS-B: DATE OF BOARD MEETING
Financial Services Association Venture Capital Connect: In February, the domestic medical sector raised 4.1 billion yuan, down 42% month-on-month, with the highest amount of financing for innovative drugs
In February 2024, there were 80 private equity financing incidents in the domestic healthcare sector, a decrease of 27% from the previous month; the total amount of disclosed financing was about 4,066 billion yuan, a decrease of 42% from the previous month.
Kunbo Medical-B (02216): Zi Zhenjun resigns as non-executive director
Kunbo Medical-B (02216) announced that Zi Zhenjun has left due to his intention to spend more time on other personal matters...
Kunbo Medical-B (02216): Independent non-executive director Liu Yunyi passed away
Kunbo Medical-B (02216) issued an announcement. The independent non-executive director, board review committee and nomination committee formed...
Highlights of the morning brokerage meeting: Focus on opportunities to increase the localization rate of medical devices
At today's brokerage morning meeting, CICC believes that it is concerned about opportunities to increase the localization rate of medical devices; CITIC Construction Investment pointed out that the future of the cross-border e-commerce industry has great potential; and Guotai Junan said that it is concerned about undervalued consumption of blue-chip stocks.
Zheshang Securities: What are the marginal changes and investment logic of the pharmaceutical sectors in 2023Q4?
The Zhitong Finance App learned that against the backdrop of high base figures for some products in the 2022 Q4 and 2023Q1 pharmaceutical sector, the bank is more optimistic about digesting undervaluation and investment opportunities with the logic of going overseas.
CITIC Securities: Healthcare Faces Deepening Changes and Focusing on Seven Major Prospects of Industrial Trends
CITIC Securities released a research report saying that in 2023 in the post-pandemic era, the healthcare industry ushered in the harshest anti-corruption storm in nearly 20 years. Combined with frequent biomedical industry policies in recent years, industrial development has ushered in profound changes, and sector valuations and public fund allocations are also at historically relatively low levels.
Financial News Agency Venture Capital Connect: In November, domestic healthcare financing of 5.931 billion yuan increased 49% month-on-month, and innovative drugs led the popularity
① In November 2023, there were 109 financing incidents in the domestic healthcare sector (excluding IPOs, targeted increases, etc.), a year-on-year decrease of 31% and an increase of 76% over the previous year; ② The total amount of financing disclosed in the healthcare sector during the same period was about 5.931 billion yuan, a decrease of 6% over the previous year and an increase of 49% over the previous year.
Guojin Securities: Sector-suppressing factors, clear pharmaceuticals are expected to welcome a major inflection point in the reversal of economic sentiment
The Zhitong Finance app learned that Guojin Securities released a research report saying that after a long period of decline and adjustment, the pharmaceutical sector ushered in a major inflection point from the second half of 2023 to 2024, and various factors such as policy, performance, and chips bottomed out and reversed.
Guoxin Securities's 24-year Pharmaceutical Strategy: Good Timing+High Returns, Positioning the Second Wave of Global Innovation Leaders
Guoxin Securities believes that 2023Q4 is the best time to lay out the pharmaceutical market for the next three years.
How will the pharmaceutical sector go next year? Innovative drugs are moving from “quantitative change” to “qualitative change”, and the localization process of devices is accelerating
“Science and Technology Innovation Board Daily”, December 10 (Editor Qiu Siyu) As we approach the end of the year, a number of organizations have released annual strategy reports one after another, outlining market trends in 2024.
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