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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?
CN Bio and Pharmaron Establish Long-Term Strategic Partnership to Develop OOC Technologies on a Global R&D Platform
PHARMARON (300759.SZ): The Business related to CMC involving the export of commercial goods accounts for a small proportion.
On April 23, Glenwood reported that PHARMARON (300759.SZ) stated on the interactive platform that, so far, the impact of the USA's increased tariffs on the company's Business has been limited. The company primarily provides R&D services for clients, and the Business related to CMC in commercial goods exports accounts for a small proportion. Currently, the company has not received any feedback from clients or other partners indicating that tariff issues have affected business cooperation. The company will closely monitor relevant policy developments concerning macro-level uncertainty risk.
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?
PHARMARON (03759.HK) will release its Earnings Reports on April 25.
$PHARMARON (03759.HK)$ will release its Earnings Reports on April 25th, and investors are advised to pay attention. How was the performance prior? In Q1 2024, the revenue was 2.671 billion yuan, net income was 0.216 billion yuan, and EPS was 0.130 yuan. Futubull reminds: 1. There are no hard and fast rules regarding the accounting year divisions for companies listed on the Hong Kong and US stock exchanges; it is entirely up to the company to decide, so each report period can serve as the cutoff date for the annual report without being constrained by the calendar year as the fiscal year. 2. Generally, the company will hold an earnings report meeting on the aforementioned report release date or around that date with the company's management.
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.