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Bocom Intl: National procurement of traditional chinese medicine decoction pieces and chinese patent medicine has begun. Stay tuned for opportunities related to subsequent relaxed medical insurance policies.
bocom intl continues to focus on recommending beneficiaries of the medical insurance negotiation, including akeso (09926), legend biotech, yunding xinyao-B (01952), simcere pharma (02096), and sino biopharm (01177).
【Brokerage Focus】bocom intl indicates that the pharmaceutical sector still has further room for recovery, with a focus on recommending symbols that benefit from healthcare negotiations.
Jinwu Finance | Bocom intl stated that the two major external diagnostic alliance collective procurements led by anhui and jiangxi have both been included in the national collective procurement of consumables, accelerating the pace of domestic substitution in the external diagnostic market. Meanwhile, the cost control trend in the traditional chinese medicine industry is gradually accelerating, coupled with regulatory compliance in the industry, the traditional chinese medicine sector may continue to be under pressure in the future. Recently, the pharmaceutical sector has slightly rebounded after significant fluctuations. Considering that the sector's valuation remains at historical lows, alongside subsequent bullish policies on fiscal matters and medical insurance/commercial insurance, as well as improved liquidity, the bank believes there is still room for further recovery. The bank continues to focus on recommending symbols that benefit from medical insurance negotiations, including: 1) Akeso (09
This Insider Has Just Sold Shares In Akeso
Akeso's Cadonilimab (PD-1/CTLA-4 Bispecific Antibody) Combination Therapy for PD-(L)1 Resistant NSCLC Showcased in Oral Presentation at 2024 Asian Conference on Lung Cancer
Akeso (09926.HK) faced shareholding of 124,000 shares by Chairman and Executive Director Xia Yu.
According to the latest equity disclosure information from the Hong Kong Stock Exchange, on December 2, 2024, Akeso (09926.HK) was reduced by Chairman and Executive Director Xia Yu at an average price of HKD 73.7637 per share, reducing 0.124 million shares, involving approximately HKD 9.1467 million. After the reduction, Xia Yu's latest number of shares held is 228,413,453 shares, and the shareholding ratio has decreased from 25.46% to 25.45%.
Minsheng Securities: The results of medical insurance negotiations are now available, key products successfully included in the medical insurance catalog.
With the support of policies such as health insurance, the level of new drug research and development in China is continuously improving, the industrial scale is constantly expanding, and the number of new drugs under development in the country has jumped to the second place globally, accelerating the transition to high-quality innovation.
