On November 29, a number of pharmaceutical stocks rose to the limit, distributed in the medical device and pharmaceutical business segments

According to the data of the Oriental Wealth Network Market Information Center, as of the close of November 29, many pharmaceutical stocks such as Novozan and First Pharma rose to the limit, and these outstanding stocks were mainly distributed in medical devices, pharmaceutical business and other sub-sectors
.
As of the close on November 29, Novezan rose nearly 20%, with a quotation of 75.
74 yuan, a volume of 1.
405 billion yuan, a turnover of 1.
022 billion yuan, an amplitude of 20.
06%, and a turnover rate of 8.
43%.

。 The medical device sector of the company is a biotechnology enterprise focusing on enzymes, antigens, antibodies and other functional proteins and polymer organic materials for technology research and development and product development, relying on the key common technology platform independently established, has entered the field of biological reagents, in vitro diagnostic business, and is conducting the research and development of antibody drugs, is one of the few domestic R & D innovative enterprises
with independent and controllable upstream technology development capabilities and terminal product production capacity.
The company's main products are biological reagents and in vitro diagnostic products
.
Data show that in the first half of 2022, the company's nucleic acid detection reagent raw materials were provided to about 1 billion people, and antigen detection reagents were provided to about 110 million people
.
From the perspective of the industry background, the medical device sector, especially the in vitro diagnostic sector on the subdivision track, has been active in recent years, and the market is relatively hot
.
Since the beginning of this year, the share of medical device ETFs has increased
sharply during the year.
The industry generally believes that the medical device industry has built a bottom under the pullback in the past two years, and the medical device sector still has investment value
under the triple logic of domestic substitution of high-end devices, overseas expansion and medical "big infrastructure".
First Medicine closed up nearly 10% on November 29, with a quotation of 13.
87 yuan, a volume of 324,700, a turnover of 426 million yuan, an amplitude of 11.
74%, and a turnover rate of 14.
55%.

The stock has risen 14 times
in the past year.
The pharmaceutical commercial sector to which the stock belongs, the company is mainly engaged in the retail and wholesale business of drugs, and has a certain brand influence
among pharmaceutical circulation enterprises in Shanghai.
In line with the trend of "Internet + medical health" and mobile consumption, the company has built a professional operation team and successively cooperated with platforms such as JD.
com, Tmall, Ele.
me, Meituan, Pinduoduo, and Ping An Good Doctor, and has built an exclusive channel of "First Medicine to Home" on the iBailian platform to vigorously promote the development of
innovative businesses such as B2C, O2O, and community marketing.
In recent days, the entire pharmaceutical business sector has been active, on the afternoon of the 29th, Luyan Pharmaceutical, JiaShitang rose to the limit, and many stocks such as Shuyu Civilian, Saili Medical, Jianzhijia, and Yixintang followed suit
.
The sector as a whole rose 3.
6%
from the previous session.
The earlier rise can be traced back to the "twenty articles", when the sector's rise in the past month reached 26.
36%, and the cumulative increase in half a year was as high as 48.
72
%.
The analysis pointed out that short-term policies are conducive to the recovery of offline consumption scenarios and stimulate the rise
of the sector.
In the medium and long term, with the outflow of prescriptions becoming a general trend, the expansion of chain pharmacies entering the "era of 10,000 stores" and gradually ushering in a period of return, the rise of the pharmaceutical business sector is expected to be supported
in the future.
It can be said that the chain pharmacy industry has ushered in a double repair
of valuation and performance.
New stars such as DTP pharmacies, hospital-side stores, pharmaceutical e-commerce, and Internet + medical enterprises are also expected to benefit from the outflow trend of prescription drugs, among which hospital-side stores have advantages such as a good mass base or benefit significantly
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.