[Brokerage Focus] CITIC SEC: Expect limited short-term impact from Trump's prescription drug executive order.
Jinwu Finance | CITIC SEC issued a Research Report indicating that on May 12, 2025, Trump signed an executive order titled "Providing U.S. Patients with 'Most-Favored Nation' Prices for Prescription Drugs," aiming to reduce prescription drug prices in the USA. In the executive order, Trump proposed 'Most-Favored Nation' prices, requiring pharmaceutical companies to align their drug sales prices in the USA with the lowest prices in comparable developed countries. At the same time, Trump also suggested increasing the transparency of drug prices in the USA and reducing the profit margin of middlemen, represented by PBM. We believe that implementing this executive order will be quite challenging and will have short-term implications for the Industry.
Express News | WUXI APPTEC: The cash dividend per share for the 2024 annual equity distribution is 1.33 yuan.
WUXI APPTEC To Go Ex-Dividend On May 15th, 2025 With 1.05677 HKD Dividend Per Share And 0.37677 HKD Special Dividend Per Share
May 14th (Beijing Time) - $WUXI APPTEC(02359.HK)$ is trading ex-dividend on May 15th, 2025.Shareholders of record on May 16th, 2025 will receive 1.05677 HKD dividend per share and 0.37677 HKD
S&P Global Market Intelligence has listed the top ten shorted Hong Kong stocks recently.
S&P Global Market Intelligence listed the top ten most shorted stocks in Hong Kong as of last Friday (May 9). The data is calculated based on securities financing data from S&P Global Market Intelligence. The indicator for calculating short selling (short ratio) is the percentage of borrowed shares to issued shares. Stock Name│Borrowed Shares (Millions)│Change Over Past 7 Days (%)│Short Ratio (%)│Price Change Over Past 7 Days (%) WUXI APPTEC (02359.HK)│49.95│0.38%│12.9%│-5.12% GANFENGLITHIUM (01772.HK)│51.38│
Large firm rating | Citibank: The policy environment is more supportive of pharmaceutical stocks, increasing the allocation weight for Stone Pharmaceutical and Jiangsu Hengrui Pharmaceuticals.
Gelonghui, May 13 | A report from Credit Lyonnais indicates that President Trump's remarks on Pharmaceutical pricing have reignited market volatility. The firm believes that the multi-payer structure of the USA Medical system restricts government pricing power, and any meaningful reform will impact a wide range of stakeholders, making actual implementation highly uncertain. While concerns about peak sales of overseas products are rising, the USA remains an incremental market for Chinese companies. The policy environment in China is becoming more supportive, particularly in allowing more flexibility in Pharmaceutical pricing. The firm believes that the recovery of in-hospital Pharmaceutical sales will be the main driving force of the next domestic cycle, according to April data.
In "Major Actions", Lyon: The policy environment in China has become more supportive of pharmaceutical stocks, increasing the allocation weights for Stone Pharmaceutical (01093.HK), Hansoh Pharmaceutical (03692.HK), and Heng Rui Medicine.
Lyon released a report stating that President Trump's comments on Pharmaceutical pricing have reignited market volatility. The organization believes that the multi-pay structure of the USA's Medical system limits government pricing power, and any meaningful reform will impact a wide range of stakeholders, making actual implementation highly uncertain. While concerns about peak sales of overseas products are increasing, the USA still represents a growth market for Chinese companies. The policy environment in China is becoming more supportive, particularly with more relaxed Pharmaceutical pricing. The organization believes that the recovery of hospital Pharmaceutical sales will be the main driving force of the next domestic cycle, and April data has already shown positive signs of improvement.
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.
[Brokerage Focus] China Securities Co.,Ltd.: Bullish on pharmaceutical companies to stabilize domestic foundations while actively exploring overseas markets.
Jinwu Financial News | China Securities Co.,Ltd. released a Research Report, stating that against the backdrop of a reshaped Global landscape, the China pharmaceutical Industry needs to "base itself internally and explore externally," promote technological autonomy, accelerate international layout, respond to tariff policies and geopolitical challenges, and seize opportunities for transformation in the global pharmaceutical Industry Chain. In the recent tariff increases by the USA on China, the phased exemption for Pharmaceuticals and the export of Innovative Drugs mainly through IP transfer have limited impact. The firm remains Bullish on the Medical Device Industry's trend towards autonomy and export. Looking ahead at future investment opportunities in the Industry, the firm is optimistic about pharmaceutical companies stabilizing their domestic foundations while actively participating in industry consolidation and capturing external opportunities.
WUXI APPTEC CO LTD UNSPON ADS EACH REP 1 ORD SHS To Go Ex-Dividend On May 19th, 2025 With 0.13599 USD Dividend Per Share And 0.04849 USD Special Dividend Per Share
May 12th (Eastern Time) - $WUXI APPTEC CO LTD UNSPON ADS EACH REP 1 ORD SHS(WUXAY.US)$ is trading ex-dividend on May 19th, 2025.Shareholders of record on May 19th, 2025 will receive 0.13599 USD
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?
Hong Kong stock market midday review | All three major Indexes rose, with the Tech Index up 1.91%; Apple Suppliers and China-Affiliated Brokerage stocks increased, SUNNY OPTICAL rose over 10%, and China International Capital Corporation rose over 4%.
Network Technology stocks showed mixed performance, with XIAOMI-W down 3.41% and JD-SW up 2.97%; Biotechnology stocks fell for many, with BEIGENE down 7.91% and ASCENTAGE-B down 7.68%; Pharmaceutical stocks generally declined, with 3SBIO down 7.62% and INNOVENT BIO down 6.01%.
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.
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.
WUXI APPTEC (603259): Rapid growth in TIDES business and acceleration in capacity construction.
Core financial performance is remarkable, with strong growth in Non-IFRS profit. In the first quarter of 2025, the company achieved revenue of 9.655 billion yuan (+21.0%) and net income attributable to the parent of 3.672 billion yuan (+89.1%).
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?
Market Chatter: WuXi AppTec Chairman Tops China's A-List for Highest Pay in 2024
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.
WUXI APPTEC (603259): Performance exceeds expectations, and the Order continues to show a good growth trend.
WUXI APPTEC released the Q1 report for 2025: In Q1 2025, the company achieved revenue of 9.65 billion yuan (yoy +21.0%), with continuous Business income yoy +23.1%, and net income attributable to the parent company of 3.67 billion yuan (
WUXI APPTEC CO LTD UNSPON ADS EACH REP 1 ORD SHS To Go Ex-Dividend On May 9th, 2025 With 0.13453 USD Dividend Per Share And 0.04796 USD Special Dividend Per Share
May 7th (Eastern Time) - $WUXI APPTEC CO LTD UNSPON ADS EACH REP 1 ORD SHS(WUXAY.US)$ is trading ex-dividend on May 9th, 2025.Shareholders of record on May 9th, 2025 will receive 0.13453 USD
Hong Kong market quick review | The three major Indexes showed mixed results, with the Hang Seng Index up 0.13%; Machinery and Mainland Real Estate stocks performed well, new stock Boleton surged over 38%, MORIMATSU INTL rose nearly 6%; RADIANCE HLDGS inc
Network Technology stocks declined, XIAOMI-W fell by 2.81%, Alibaba-W dropped by 2.02%; Casinos and Gaming stocks generally rose, MELCO INT'L DEV increased by 4.73%, SANDS CHINA LTD rose by 2.67%; Pharmaceutical stocks weakened, GRANDPHARMA rose by 13.36%, 3SBIO fell by 6.62%.