NEW RAY MEDIC News

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.

Zhitong FinanceMay 13 10:09

Did Trump’s "order" cause a collapse in global drug prices? Hong Kong A shares in the pharmaceutical sector reacted quickly!

Trump wants to lower drug prices?

Gelonghui FinanceMay 12 14:01

The Concept of Innovative Drugs has been severely attacked! Trump suddenly posts: We need to reduce drug prices in the USA by up to 80% immediately!

① The President of the USA, Trump, will sign an executive order on Monday aimed at reducing the prices of USA prescription pharmaceuticals and medications by 30% to 80% immediately; ② The executive order will implement a "most-favored-nation policy," aligning the prices paid in the USA with those of the country with the lowest drug prices in the world; ③ Trump referred to this executive order as "one of the most important executive orders in USA history," expecting it to save trillions of dollars.

cls.cnMay 12 11:24

Same pharmaceuticals, same price? Trump will mandate that USA pharmaceutical prices match those of the lowest-priced countries, stating that "USA pharmaceutical prices could drop by 30% to 80%."

Trump believes that this policy will "unprecedentedly" lower Medical Care costs in the USA, while the export price of American drugs will rise, leading to an increase in Global drug prices "to achieve balance." He stated that he will sign this executive order at 9 a.m. local time on Monday.

wallstreetcnMay 12 09:33

AI empowers the FDA! Drug approvals hit the 'fast-forward' button, and a large number of pharmaceutical companies may welcome a 'Gold' period.

The USA Food and Drug Administration (FDA) announced an accelerated plan on Thursday to fully implement AI applications across all subsidiary institutions by June 30, aiming to significantly expedite the approval process for new pharmaceuticals.

Zhitong FinanceMay 9 10:49

Lobbyist groups warn that Trump's drug pricing proposal could lead to a loss of 1 trillion dollars for the pharmaceutical industry.

Lobbying groups warn that USA President Donald Trump's new pharmaceutical pricing proposal could result in losses of up to 1 trillion dollars for pharmaceutical companies over the next decade.

Zhitong FinanceMay 7 12:00

Trump wants to impose tariffs on Pharmaceuticals: Pharmaceutical companies are busy stockpiling, and the import volume in the USA surged in March.

① The volume of Pharmaceutical imports in the USA surged in March, as pharmaceutical companies stockpiled products in anticipation of potential tariffs; ② A report released by the US Department of Commerce on Tuesday showed that the total value of Pharmaceutical imports in March exceeded 50 billion USD, equivalent to 20% of the total Pharmaceutical imports for the entire year of 2024.

cls.cnMay 7 08:41

The Pacific Securities: The Sector's profits improved significantly in Q1, and the pharmaceutical industry is expected to see a rapid increase in concentration.

The trend of increasing concentration in the pharmaceutical industry and the strong becoming stronger is expected to continue to strengthen.

Zhitong FinanceMay 6 14:05

The Trump administration plans to impose tariffs on imported Pharmaceuticals, and the U.S. Pharmaceutical Industry warns that it may increase drug costs.

A report commissioned by a trade organization in the USA Pharmaceutical Industry indicates that if the USA imposes a 25% tariff on imported Pharmaceuticals, it could increase the annual Pharmaceutical costs in the USA by nearly 51 billion dollars and raise drug prices by up to 12.9%.

Zhitong FinanceApr 26 11:38

Southbound capital continues to flow in, making the Hong Kong stock market's Innovative Drugs Sector a "favorite".

With the recent easing of the external environment and its bullish effects, the Hong Kong stock market's Innovative Drugs sector has rebounded rapidly.

Zhitong FinanceApr 25 16:04

NEW RAY MEDIC: 2024 Annual Report

HKEXApr 24 20:35 · Announcements

Accelerating recovery? In March, domestic Innovative Drugs investment and financing increased by about 50% year-on-year, and the Hong Kong Stock pharmaceutical Sector collectively surged.

① In March, domestic investment and financing for Innovative Drugs increased by approximately fifty percent year-on-year, how significant is the Bullish impact? ② The Hong Kong stock market's pharmaceutical Sector rose collectively, which stocks are attracting market attention?

cls.cnApr 24 15:37

Hong Kong stocks in the pharmaceutical sector soared! Kai Medical surged more than 22%. Institutions claim that tariffs have "no impact" on the wave of Innovative Drugs going abroad.

① How do government policy support and the overseas expansion of Innovative Drugs become a new growth engine for Hong Kong stock pharmaceutical companies? ② Why does Zhongtai International believe that tariffs have limited impact on Innovative Drug companies?

cls.cnApr 22 11:57

Express News | The Central Committee of the Communist Party of China and the State Council: Explore the establishment of a "white list" system for imported research and development materials for Biomedical enterprises.

BreakingsApr 21 17:17

Sinolink: The risk of customs duties is low when going abroad with BD. Bullish on the internationalization process of Innovative Drugs.

Investors are advised to focus on pharmaceutical companies that have previously gone overseas through business development (BD), or those with mature technology platforms that can continue to produce Innovative Drugs pipelines in the future and possess BD potential.

Zhitong FinanceApr 17 09:17

Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.

As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.

cls.cnApr 17 08:31

Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.

In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.

cls.cnApr 16 08:19

Trump Signs Executive Order on Drug Pricing -- WSJ

WSJApr 16 07:25

Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.

The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.

Zhitong FinanceApr 15 11:50

Tariffs Loom as US Investigates Drug and Chip Imports

Business TodayApr 15 09:38