Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Sunshine Nuohe: Due to supply-side excesses, the CRO industry will receive a share of the rights and interests of self-developed drugs this year | Direct Performance Report
① “With regard to the relative oversupply side of the domestic industry, the local internal volume has intensified. I believe that as competition deepens and the industry continues to clear up, the competitive landscape will gradually become clear in the future.” ② “If the clinical CRO business can continue to grow steadily and bring more market share and customer resources to the company, then this short-term profit pressure is worth it.”
Gene therapy CDMO business setbacks and metabiology's multi-sector layout “overwinter” | Direct performance meeting
① Faced with setbacks in the gene therapy CDMO business, Heyuan Biotech is developing new customers in various segments such as oncolytic viruses, AAV gene therapy, CAR-T/NK, stem cells, etc., and mRNA. ② Q1 cell gene therapy CDMO business revenue was 38.212,200 yuan, up 146.50% year on year, and new orders exceeded 80 million yuan.
Big benefits have arrived! Pharmacovigilance is getting stronger. What's the situation?
Yao Ming Kangde's deep participation in the US healthcare field has far surpassed congressional discussions. Some senior members of the country's biotech industry have clearly opposed the bill.
The response went up and down for two characters in a row! The quarterly A-share market began, and the net profit of 14 listed companies doubled as high as a year-on-year pre-increase
① The day after the disclosure of the quarterly report's performance forecast, Naipu mining machines hit a 20CM rise and stop. Fulai New Materials recorded two consecutive one-word gains and stops at the close of Wednesday; ② Take stock of the list of listed companies whose net profit for the first quarter of 2024 is expected to increase by more than 100% year-on-year; Take stock of the list of listed companies whose net profit for the first quarter of 2024 is expected to increase by more than 100% year on year and the latest comments from brokerage research reports (attached table).
Hangzhou Tigermed Consulting Reports FY Results