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.

cls.cn11:24

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.

wallstreetcn09:33

Trump wants to impose tariffs on Pharmaceuticals: Pharmaceutical companies are busy stockpiling, and the import volume in the USA surged in March.

① The volume of Pharmaceutical imports in the USA surged in March, as pharmaceutical companies stockpiled products in anticipation of potential tariffs; ② A report released by the US Department of Commerce on Tuesday showed that the total value of Pharmaceutical imports in March exceeded 50 billion USD, equivalent to 20% of the total Pharmaceutical imports for the entire year of 2024.

cls.cnMay 7 08:41

Trump is at it again: reducing the approval time for domestic pharmaceutical companies in the USA.

Trump's obsession with the Industry Chain should not be underestimated!

Brokerage ChinaMay 6 19:20

Express News | The Hong Kong stock market's Contract Research Organizations concept continued to rise in the afternoon, with WUXI APPTEC up over 7%.

BreakingsMay 2 13:18

WuXi AppTec Reports Q1 Results

Seeking AlphaApr 29 21:59

Express News | Hong Kong stocks in the Biomedical sector continue to rise, with WUXI APPTEC increasing by over 6%, Kelun-Botai Bio rising by over 5%, and BEIGENE, WUXI BIO, and WUXI XDC all increasing by over 2%.

BreakingsApr 29 09:55

WUXI APPTEC: Q1 net profit significantly increased, maintaining double-digit growth guidance for the year | Interpretations

① WUXI APPTEC's Q1 net income attributable to the parent company grew 89.1% year-on-year, mainly due to revenue growth, improved overall profitability, and the sale of WUXI XDC stocks; ② WUXI APPTEC still believes it can achieve its annual double-digit growth target.

cls.cnApr 28 21:31

Breaking! This company is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws in its regular reports | Summary of after-hours announcements.

The Dongbei Group has experienced a decline of 5.85% in net income for the first quarter.

cls.cnApr 28 20:17

Significant pullback! The Innovative Drugs Sector of the Hong Kong stock market was suddenly hit by a "air raid"! What happened?

The Hong Kong stock market's Innovative Drugs Sector is experiencing a high-level adjustment.

Brokerage ChinaApr 28 19:14

Express News | Hong Kong stocks in the Biomedical sector are gaining strength again, with AKESO rising over 10%, Genscript Biotech increasing nearly 10%, ZAI LAB up more than 7%, and WUXI BIO and WUXI APPTEC both rising close to 5%.

BreakingsApr 23 09:42

Could tariffs in the USA lead to a shortage of Pharmaceuticals? The Industry warns that low-profit generic drugs are facing a production crisis.

The USA plans to impose additional tariffs on Pharmaceuticals, raising alarms in the generic drug Industry. Generic drugs account for 90% of the medication market in the USA, with thin profits and fierce competition; if tariffs are imposed, it could result in direct losses, leading some pharmaceutical companies to cease production and exit the market. Last year, the first quarter saw a record high in drug shortages in the USA, and the implementation of tariffs may exacerbate the supply crisis. India, as a major Global exporter of generic drugs, is likely to be hit hardest.

wallstreetcnApr 21 19:01

Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.

As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.

cls.cnApr 17 08:31

Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.

In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.

cls.cnApr 16 08:19

Brokerage morning meeting highlights: The short-term bottom of the A-shares has already formed, looking for structural opportunities amid fluctuations.

At today's Brokerage morning meeting, Everbright believes that the market may mainly feature structural trends and hot sector rotations; Sinolink stated that they remain Bullish on the growth potential of Innovative Drugs companies in the Hong Kong and A shares markets; Galaxy Securities indicated that a short-term bottom in A shares has already formed and is seeking structural opportunities amidst the fluctuations.

cls.cnApr 15 08:14

Prelude to increased tariffs? The Trump administration has initiated a Section 232 investigation into pharmaceuticals and Semiconductors.

① The USA government disclosed on Monday that it has launched an investigation into the impact of imported Pharmaceuticals and Semiconductors on National Security; ② This is widely seen as a prelude to imposing tariffs on prescription drugs and Semiconductors, and it could further escalate the trade war initiated by the USA.

cls.cnApr 15 08:14

This week adds 14 more! WUXI APPTEC and several other stocks disclosed repurchases and increased loan quotas exceeding 0.2 billion yuan, a list of related A-shares overview.

According to incomplete Statistics from the Financial Association, as of the time of this report, over 14 companies announced that associated parties had procured shareholding repurchase loans exceeding 0.2 billion yuan; HAIER SMARTHOME and Rongsheng Petro Chemical received the highest specialized loan quotas for repurchase shareholding, both at 1.8 billion yuan.

cls.cnApr 13 17:10

AI replacing animal experiments? A message from the FDA has left "monkey breeders" feeling devastated, and experts state that "we are still far from the stage of implementation."

① The news that the USA FDA has publicly stated it will gradually replace animal testing requirements has led to an increase in the stock prices of AI pharmaceutical companies, impacting traditional drug evaluation CRO companies; ② Some believe this action represents a trend in Industry development. However, others believe that it is far from being implementable.

cls.cnApr 11 19:59

What is the impact on the domestic Pharmaceutical industry? Many listed companies respond to the USA's tariff on Pharmaceutical.

① Most surveyed listed Pharmaceutical companies are not panicking. Some companies state that if Pharmaceutical tariffs are implemented, they will raise prices to ensure product gross margin; ② Other companies mention that their products are difficult to substitute in the U.S. and are closely monitoring related developments; ③ Industry experts state that if Pharmaceutical tariffs are implemented, compared to Active Pharmaceutical Ingredients and generic drugs, Innovative Drugs may be the least impacted.

cls.cnApr 9 17:24

Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.

Track the entire lifecycle of the main Sector.

cls.cnApr 9 09:28