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The Medical sector has frequently issued Bullish policies, leading to a significant increase in the Hang Seng Yinhua CSI Innovative Drugs Industry ETF, Hang Seng Biotechnology ETF, Hang Seng Medical Index ETF, and Hong Kong Stock Connect Medical ETF.
Innovative Drugs and Medical stocks in Hong Kong surged, with INNOCARE, SIMCERE PHARMA, and ASCENTAGE-B rising over 12%; Lepu Biopharma-B, CMS, CSPC PHARMA, INNOVENT BIO, and Hutchmed (China) increased by more than 7%.
Lepu Biopharma Co., Ltd.'s (HKG:2157) Shares Climb 29% But Its Business Is Yet to Catch Up
Hong Kong stock market fluctuation | The Innovative Drugs Concept shows strong performance. Lepu Biotech-B (02157) rises over 18% and LAEKNA-B (02105) rises over 16%.
The Innovative Drugs Concept has shown strong performance. As of the time of writing, Lepu Biopharma-B (02157) is up 18.13%, trading at 4.3 Hong Kong dollars; LAEKNA-B (02105) is up 16.74%, trading at 10.88 Hong Kong dollars; AKESO (09926) is up 11.6%, trading at 82.75 Hong Kong dollars.
[Brokerage Focus] China Securities Co.,Ltd.: The reform policies in the pharmaceutical sector have entered a normalized stage. Bullish on investment opportunities in the pharmaceutical industry.
Jinwu Financial News | China Securities Co.,Ltd. Research Reports indicate that based on the various industry policies introduced over the past few years, the reform measures of the "three medical dynamics" top-level institutional design have gradually been implemented. The reform policies in the medical field have entered a normalization stage, with the most noteworthy incremental policy in the medical insurance sector being the establishment of a diversified composite medical insurance payment method reform. The medical field is about to undergo reforms in the "deep water zone," such as the compensation system and hierarchical diagnosis and treatment. Overall, it meets expectations. The bank expresses a bullish outlook on investment opportunities in the pharmaceutical industry for 2025, suggesting a focus on new increments (innovation, overseas expansion, marginal changes) and industry consolidation opportunities.
Annual report observation: Lepu Biotech-B (2157.HK)'s commercial advancement and technical breakthrough path.
Since the beginning of 2025, a window for the value reassessment of Innovative Drugs companies has opened under the technical bull market of Hong Kong stocks.
Investors who bought high-level pharmaceutical Funds have hope! More than 80% of products achieved positive returns in the first quarter, and recovering losses is promising.
① A total of 264 medical Funds had positive returns in the first quarter of this year, accounting for over 80%, with many Funds achieving returns exceeding 15% this year. ② The net value of medical Funds established in 2020 and 2021 is currently being repaired, and investors who entered at high levels are expected to break even.
