The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
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.
Are exclusive varieties of traditional Chinese medicine being reduced by Bu Chang Xinxin Online to be included in medical insurance fee control?
① Exclusive medical insurance price adjustments such as Brain Mind, Compound Salvia Drops, Dengzhan Xixin Injection, etc. Are exclusive varieties of traditional Chinese medicine also beginning to be covered by medical insurance fee control? ② Some experts said that as the product patent protection period is approaching, pharmaceutical companies may take the initiative to lower product prices to guarantee an advantageous competitive position in the market to prevent generic drugs from competing for the market after the patent expires.
The pharmaceutical sector's gross margin is declining, can Jiangsu Wu Zhong tell a new “medical and aesthetic story”? |Annual Report Interpretation
① The 2023 report shows that Jiangsu Wuzhong has been losing money for two consecutive years, and the company's net profit also declined sharply in the first quarter of this year. ② In the medical and aesthetic business sector, on the one hand, the company introduced products from abroad, and on the other hand, entered the field of recombinant collagen through cooperative research and development. ③ It is worth paying attention to whether the AETheFill Baby Acupuncture, which was approved in January this year, can become a new performance growth point for the company in the future.
Huadong Pharmaceutical Weight-Loss Circuit Brings Another New GLP-1/GIP Dual Target Drug Was Clinically Approved in the US
① Tonight, Huadong Pharmaceutical announced that its new GLP-1/GIP dual-target drug HDM1005 injection has been clinically approved in the US, and Huadong Pharmaceutical is further expanding its pipeline layout in the weight loss market; ② Experts believe that Huadong Pharmaceutical may not have an advantage in the competition between Simei's first biosimilar and GLP-1 dual-target new drug, but its differentiated, fast and slow combination layout is expected to lay a strong foundation for future market competition.
Continue to “slim down”? Watch how Guo Guangchang, the head of Fosun, “crosses rapids and sails forward”
According to recent market news, following the sale of 5.6% of the shares in the Portuguese Commercial Bank (Millennium BCP) at the beginning of the year, Fosun International (00656.HK), a subsidiary of Fosun, is currently preparing to sell the remaining 20.03% of the shares.