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VIVA BIOTECH: 2024 Annual Report
Accelerating recovery? In March, domestic Innovative Drugs investment and financing increased by about 50% year-on-year, and the Hong Kong Stock pharmaceutical Sector collectively surged.
① In March, domestic investment and financing for Innovative Drugs increased by approximately fifty percent year-on-year, how significant is the Bullish impact? ② The Hong Kong stock market's pharmaceutical Sector rose collectively, which stocks are attracting market attention?
[Brokerage Focus] Yili Securities gives VIVA BIOTECH (01873) a Buy rating, indicating that its early layout in AI pharmaceuticals will help to explore new markets in the future.
Jinwu Financial News | According to the research report from Yinyi Securities, since the second quarter of 2024, VIVA BIOTECH (01873) has seen a gradual recovery in new CRO contract orders, while maintaining the profitability level of CRO at a good level through cost reduction and efficiency improvement measures. In terms of CDMO, Langhua Pharmaceutical has cumulatively provided CMC and CDMO services to 897 companies and plans to launch two commercialization projects in 2025-2026. The company plans to establish a new 400 cubic meter capacity to serve the commercial production of new molecules in 2024-2025, while the number of CMC projects continues to grow. The bank indicated that the company is introducing.
Hong Kong stocks in the pharmaceutical sector soared! Kai Medical surged more than 22%. Institutions claim that tariffs have "no impact" on the wave of Innovative Drugs going abroad.
① How do government policy support and the overseas expansion of Innovative Drugs become a new growth engine for Hong Kong stock pharmaceutical companies? ② Why does Zhongtai International believe that tariffs have limited impact on Innovative Drug companies?
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.
Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.
The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.
