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【Brokerage Focus】China Securities Co.,Ltd.: The implementation of Trump's "Most Favored Nation" policy on drug prices needs to be verified, and its short-term impact on the Global pharmaceutical market is not significant.
Jinwu Financial News | China Securities Co.,Ltd. Research Reports indicate that the high pharmaceutical pricing system in the USA leads to a higher proportion of Medical expenses relative to GDP. Pharmaceutical prices are mainly influenced by market mechanisms, and the pricing system involves multiple stakeholders, which collectively drive up drug prices, while the share of pharmaceutical spending that flows to non-manufacturers continues to increase. In response, Trump proposed the "Most-Favored-Nation" drug pricing policy during his previous term, aimed at reducing drug prices in the USA. On May 12, 2025, Trump once again proposed the "Most-Favored-Nation" drug pricing policy, but the current policy remains unclear and uncertain, and its implementation is expected to require verification and a longer time frame.
Hong Kong stock pharmaceutical stocks are in high demand, 3SBIO skyrocketed over 11%, and Jiangsu Hengrui Pharmaceuticals is about to go public on the Hong Kong stock market.
Jiangsu Hengrui Pharmaceuticals plans to globally issue approximately 0.225 billion shares, with a net fundraising amount of 94.578 million Hong Kong dollars. The company's issuance price is between 41.45 and 44.05 Hong Kong dollars, with 200 shares per lot and a subscription amount of 8,898.95 Hong Kong dollars per lot.
Express News | Thermo Fisher has reached an agreement to acquire WUXI BIO's biopharmaceutical factory located in Leverkusen, Germany.
WUXI BIO has issued a total of 0.1695 million shares based on the stock option plan adopted before the initial public offering.
WUXI BIO (02269) announced that it has issued a total of 0.1695 million ordinary shares for the exercise of Options under the pre-initial public offering stock option plan adopted by the company on January 5, 2016.
Disdained by the market! Goldman Sachs: Today's pharmaceutical stocks are like "Coal Industrial Concept during the ESG peak period".
Goldman Sachs traders believe that the current trading performance of pharmaceutical stocks resembles "Energy stocks at the peak of the ESG era - as if they are about to perish," with the Sector's valuation relative to the S&P 500 Index having fallen to a historic low, creating the largest discount on record.
China Securities Co.,Ltd. is bullish on pharmaceutical companies participating in industry consolidation domestically and actively exploring overseas markets.
Looking ahead to future investment opportunities in the Industry, the bank is Bullish on pharmaceutical companies stabilizing their domestic foundations, actively participating in industry consolidation, managing the rhythm and path externally, and proactively exploring overseas markets.
