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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?
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.
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.
Joinn Laboratories (603127): First quarter revenue under pressure, profitability turns from loss to profit year-on-year.
In the first quarter of 2025, revenue was under pressure, and profit turned from loss to gain year-on-year. The company's revenue in the first quarter was 0.287 billion yuan (year-on-year -11.54%, quarter-on-quarter -57.94%); the net income attributable to the parent company was 4,111.95.
Outperforming the Large Cap in the past 4 months! Hong Kong stocks for Innovative Drugs are gaining strength again, with Institutions expecting that the pharmaceutical main theme may run through the entire year.
① Hong Kong stocks of Innovative Drugs are strengthening again, which Bullish catalysts are Institutions focusing on? ② The Biomedical Index has outperformed the Large Cap for the past four months; how strong has its performance been this year?
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.