<Research>CICC Expects Commercial Insurance Innovative Drug Catalog Adjustments to Help High-Value Innovative Drugs Land
Drug Catalog Adjustments: China's NHSA has announced the preliminary review of adjustments to drug catalogs for basic medical insurance, maternity insurance, work injury insurance, and commercial insurance, with 534 drugs passing the review. A dual catalog mechanism is expected to be implemented to differentiate between essential clinical drugs and high-value innovative drugs.
Investment Opportunities: CICC predicts that the expansion of commercial insurance will encourage investment in innovative drug R&D, benefiting companies like BEIGENE and others listed, as they focus on high-value drugs not covered by standard medical insurance.
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GRAND PHARMA Obtains Exclusive Rights to Market Allergy Medication Neffy in China
Product Cooperation Agreement: GRAND PHARMA has entered into a product cooperation agreement with Pediatrix Therapeutics for the adrenaline nasal spray, Neffy.
Commercialization Rights: The Group will acquire exclusive commercialization rights in Mainland China and non-exclusive rights in Hong Kong for Neffy.
Localized Production Plans: GRAND PHARMA plans to achieve localized production of Neffy within 24 months after receiving product approval.
Short Selling Information: The company has reported short selling of $3.75 million with a ratio of 26.016%.
<Research>CICC Expects Commercial Insurance Innovative Drug Catalog Adjustments to Help High-Value Innovative Drugs Land
Drug Catalog Adjustments: China's NHSA has announced the preliminary review of adjustments to drug catalogs for basic medical insurance, maternity insurance, work injury insurance, and commercial insurance, with 534 drugs passing the review. A dual catalog mechanism is expected to be implemented to differentiate between essential clinical drugs and high-value innovative drugs.
Investment Opportunities: CICC predicts that the expansion of commercial insurance will encourage investment in innovative drug R&D, benefiting companies like BEIGENE and others listed, as they focus on high-value drugs not covered by standard medical insurance.
<Research>CICC Ratings, TPs on Medical Health Stocks (Table)
Stock Performance Overview: Several pharmaceutical stocks in Hong Kong, including SKB BIO-B and INNOVENT BIO, showed positive gains with notable short selling ratios, indicating varying investor sentiments and market dynamics.
Market Insights: Analysts maintain an "Outperform" rating on multiple companies like HENGRUI PHARMA and CSPC PHARMA, highlighting strong fundamentals despite some stocks experiencing price weakness.
GRAND PHARMA Obtains Exclusive Rights to Market Allergy Medication Neffy in China
Product Cooperation Agreement: GRAND PHARMA has entered into a product cooperation agreement with Pediatrix Therapeutics for the adrenaline nasal spray, Neffy.
Commercialization Rights: The Group will acquire exclusive commercialization rights in Mainland China and non-exclusive rights in Hong Kong for Neffy.
Localized Production Plans: GRAND PHARMA plans to achieve localized production of Neffy within 24 months after receiving product approval.
Short Selling Information: The company has reported short selling of $3.75 million with a ratio of 26.016%.
<Research>CICC Expects Commercial Insurance Innovative Drug Catalog Adjustments to Help High-Value Innovative Drugs Land
Drug Catalog Adjustments: China's NHSA has announced the preliminary review of adjustments to drug catalogs for basic medical insurance, maternity insurance, work injury insurance, and commercial insurance, with 534 drugs passing the review. A dual catalog mechanism is expected to be implemented to differentiate between essential clinical drugs and high-value innovative drugs.
Investment Opportunities: CICC predicts that the expansion of commercial insurance will encourage investment in innovative drug R&D, benefiting companies like BEIGENE and others listed, as they focus on high-value drugs not covered by standard medical insurance.
<Research>CICC Ratings, TPs on Medical Health Stocks (Table)
Stock Performance Overview: Several pharmaceutical stocks in Hong Kong, including SKB BIO-B and INNOVENT BIO, showed positive gains with notable short selling ratios, indicating varying investor sentiments and market dynamics.
Market Insights: Analysts maintain an "Outperform" rating on multiple companies like HENGRUI PHARMA and CSPC PHARMA, highlighting strong fundamentals despite some stocks experiencing price weakness.
