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[Pharmaceutical Network Market Analysis] Recently, a large number of listed pharmaceutical companies have disclosed announcements of good results, many individual stocks have rebounded, and the net value of many pharmaceutical-themed funds has also risen
.
Behind this round of adjustment is a reasonable correction of high valuations and some challenges in the industry
.
However, from the perspective of the industry, in the long run, the pharmaceutical industry is still a "long slope and thick snow" track
.
Looking ahead, some fund managers expressed their focus on investment opportunities in innovative drugs and their industrial chains, innovative medical devices, vaccines, consumption upgrades, and medical services, especially innovative drugs and their industrial chains
.
The fund manager believes that innovation is the core driving force for the long-term upward development of the pharmaceutical industry.
At present, China has gradually caught up with the overseas pace in the research and development of innovative drugs, and has emerged in the international market.
The future development is worth looking forward to
.
At the same time, innovative drugs have now entered a reasonable valuation range.
Under the background of the current strong demand for orders in the industry and the rapid expansion of production capacity, it is still a sector with strong performance certainty and growth in the pharmaceutical industry
.
According to a research report released by Sinolink Securities, with the successful research and development of high-value innovative drugs and their approval for marketing, the terminal sales of innovative drugs will flow to DTP pharmacies outside the hospital, which are professionally managed by the outflow of prescriptions
.
The agency believes that pharmaceutical distribution companies, chain drugstore companies and medical technology companies have advantages in deploying DTP pharmacies
.
Among them, pharmaceutical distribution companies have formed stable cooperation with upstream suppliers and downstream medical terminals in distribution, and the accumulated channel resources can give them higher bargaining power when negotiating sales varieties with pharmaceutical companies
.
Regional distribution companies tend to have higher expertise in their operations
.
Chain pharmacies have strong store replication and expansion capabilities, and the availability of medicines is higher.
In particular, leading chain pharmacies have brand effects and increase the trust between pharmaceutical companies and patients
.
Medical technology companies have the ability to collect and process data, and can process the data in the whole process of patient medication and feed it back to patients, doctors, and pharmaceutical companies to create greater value
.
It is recommended to pay attention to Dajia Weikang, the common people, Si Pai Health,
etc.
Not long ago, the fund manager of Chuangjin Hexin also said that the pharmaceutical industry is a long-slope and thick snow track
.
He believes that the performance of pharmaceutical companies has the characteristics of strong continuity and periodic outbreaks, and the cumulative compound income is rich
.
In recent years, the pharmaceutical industry has been greatly affected by the centralized procurement price control policy, but there are still a large number of pharmaceutical companies relying on innovation-driven, Import substitution, etc.
, has achieved a sharp rise in market value
.
From the perspective of policy orientation and industrial trends, innovation is the long-term direction
.
With the continuous improvement of residents' spending power, the fields of consumer medical care and vaccines will show a high growth momentum
.
Specifically, the The fund manager believes that there are many investment opportunities in the field of innovative drugs and medical devices, because innovative products have strong explosive performance and are supported by logic such as independent innovation and import substitution
.
The medical device industry has increased with the increase in domestic medical construction investment .
, the demand for high-quality devices has increased, and domestic medical devices have gradually broken through technical barriers, import substitution has a strong momentum, and has the dual growth momentum of import substitution and market penetration
.
In addition, in the vaccine sector, with the gradual improvement of the research and development strength of domestic vaccine companies , a number of large varieties of vaccines are listed, which will promote the rapid growth of the performance of vaccine companies
.
Especially with the increase in the penetration rate of high-value childhood vaccines and the expansion of adult vaccines in the next few years, the vaccine industry will maintain a high degree of prosperity
.
"Testing and Calibration of Dry Body Temperature Calibrators" is about to be broadcast, welcome to sign up Disclaimer: In any case, the information or opinions expressed in this article do not constitute investment advice to anyone
.
.
Behind this round of adjustment is a reasonable correction of high valuations and some challenges in the industry
.
However, from the perspective of the industry, in the long run, the pharmaceutical industry is still a "long slope and thick snow" track
.
Looking ahead, some fund managers expressed their focus on investment opportunities in innovative drugs and their industrial chains, innovative medical devices, vaccines, consumption upgrades, and medical services, especially innovative drugs and their industrial chains
.
The fund manager believes that innovation is the core driving force for the long-term upward development of the pharmaceutical industry.
At present, China has gradually caught up with the overseas pace in the research and development of innovative drugs, and has emerged in the international market.
The future development is worth looking forward to
.
At the same time, innovative drugs have now entered a reasonable valuation range.
Under the background of the current strong demand for orders in the industry and the rapid expansion of production capacity, it is still a sector with strong performance certainty and growth in the pharmaceutical industry
.
According to a research report released by Sinolink Securities, with the successful research and development of high-value innovative drugs and their approval for marketing, the terminal sales of innovative drugs will flow to DTP pharmacies outside the hospital, which are professionally managed by the outflow of prescriptions
.
The agency believes that pharmaceutical distribution companies, chain drugstore companies and medical technology companies have advantages in deploying DTP pharmacies
.
Among them, pharmaceutical distribution companies have formed stable cooperation with upstream suppliers and downstream medical terminals in distribution, and the accumulated channel resources can give them higher bargaining power when negotiating sales varieties with pharmaceutical companies
.
Regional distribution companies tend to have higher expertise in their operations
.
Chain pharmacies have strong store replication and expansion capabilities, and the availability of medicines is higher.
In particular, leading chain pharmacies have brand effects and increase the trust between pharmaceutical companies and patients
.
Medical technology companies have the ability to collect and process data, and can process the data in the whole process of patient medication and feed it back to patients, doctors, and pharmaceutical companies to create greater value
.
It is recommended to pay attention to Dajia Weikang, the common people, Si Pai Health,
etc.
Not long ago, the fund manager of Chuangjin Hexin also said that the pharmaceutical industry is a long-slope and thick snow track
.
He believes that the performance of pharmaceutical companies has the characteristics of strong continuity and periodic outbreaks, and the cumulative compound income is rich
.
In recent years, the pharmaceutical industry has been greatly affected by the centralized procurement price control policy, but there are still a large number of pharmaceutical companies relying on innovation-driven, Import substitution, etc.
, has achieved a sharp rise in market value
.
From the perspective of policy orientation and industrial trends, innovation is the long-term direction
.
With the continuous improvement of residents' spending power, the fields of consumer medical care and vaccines will show a high growth momentum
.
Specifically, the The fund manager believes that there are many investment opportunities in the field of innovative drugs and medical devices, because innovative products have strong explosive performance and are supported by logic such as independent innovation and import substitution
.
The medical device industry has increased with the increase in domestic medical construction investment .
, the demand for high-quality devices has increased, and domestic medical devices have gradually broken through technical barriers, import substitution has a strong momentum, and has the dual growth momentum of import substitution and market penetration
.
In addition, in the vaccine sector, with the gradual improvement of the research and development strength of domestic vaccine companies , a number of large varieties of vaccines are listed, which will promote the rapid growth of the performance of vaccine companies
.
Especially with the increase in the penetration rate of high-value childhood vaccines and the expansion of adult vaccines in the next few years, the vaccine industry will maintain a high degree of prosperity
.
"Testing and Calibration of Dry Body Temperature Calibrators" is about to be broadcast, welcome to sign up Disclaimer: In any case, the information or opinions expressed in this article do not constitute investment advice to anyone
.
