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[Pharmaceutical Network Pharmaceutical Stock Market] On August 23, the pharmaceutical sector, which experienced a sharp decline, ushered in a rebound.
Among them, the vaccine stock Zhifei Bio rose by nearly 15%, followed by Mindray Medical, which rose by more than 8%.
In addition, Pien Tze Huang , Fosun Pharma, Watson Bio, etc.
all rose more than 6%
.
Some fund managers have pointed out that the factors that trigger the recent fluctuations in pharmaceutical stocks are related to factors such as the lower-than-expected performance of individual companies' interim reports and the introduction of national insulin procurement plans
.
Among them, on the evening of August 18, a letter on soliciting opinions on the "National Organizational Insulin Centralized Procurement Plan (Draft for Comment)" showed that the centralized insulin procurement cycle is 2 years, and the actual implementation date of the selected results will be selected.
to calculate
.
In terms of schedule, the opinions of relevant departments will be solicited in August 2021, the relevant work will be started in September, and the selection results will be generated according to relevant procedures, which will be implemented in early 2022
.
CITIC Construction Investment once stated that if the national centralized procurement is implemented, the insulin market will indeed face pressure to reduce prices in the short term, which will have a greater impact on the market structure and business operations
.
However, from the perspective of the industry, as long as the profit logic of pharmaceutical companies does not change, the valuation will still return to a reasonable position.
Looking forward to the future, I am optimistic about diversified investment opportunities in pharmaceutical stocks, such as CXO, medical devices, innovative drug tracks, as well as vaccines and pharmacies.
, medical beauty,
etc.
Some people in the industry believe that medical consumption and service industries such as medical beauty, CXO, and life science services are still full of opportunities, and will still be in a state of high prosperity in the next 3-5 years
.
In addition, there are also opportunities in fields such as AI pharmaceuticals and gene editing
.
Among them, as far as the CXO track is concerned, the CXO industry, known as the "water seller" of pharmaceutical research and development, in recent years, with the advancement of the MAH (marketing authorization holder) system and medical insurance cost control, the development of the innovative drug industry has accelerated, and the entire CXO industry has accelerated.
More opportunities have also been obtained, and the market size has continued to expand
.
According to the Frost & Sullivan report, the market size of new drug R&D outsourcing services in 2018 was approximately US$115 billion, and will grow to US$178.
5 billion by 2022, with a compound annual growth rate of approximately 11.
6%
.
Another data predicts that it will reach $244 billion by 2025
.
In addition, since the CXO track is immune to volume purchases, the industry is generally optimistic about the CXO medical service track
.
It is worth mentioning that on July 2 this year, CDE (the Center for Drug Evaluation of the State Food and Drug Administration) issued the "Guidelines for Clinical Research and Development of Antitumor Drugs Oriented to Clinical Value (Draft for Comment)", Southwest Securities Analysis Shi believes that the consultation draft shows that the country emphasizes the need for patient-centered innovation as the development direction of the pharmaceutical industry, which will be an opportunity for CXO (pharmaceutical outsourcing) giants, which can rely on R&D resources and scale and cost-effective advantages to satisfy pharmaceutical companies.
To meet the increased demand for innovation in the future, the improvement in the quality of CXO orders should outweigh the benefits of increased quantity
.
In addition, the pharmaceutical industry has the characteristics of large market space, strong growth certainty, and long-term sustainable development
.
In recent years, with the normalization of centralized procurement, the advancement of the dynamic adjustment of medical insurance catalogues, and the continuous entry of capital, the pharmaceutical industry is accelerating its transformation and upgrading, and R&D innovation has become the core driving force for the development of pharmaceutical companies
.
The above-mentioned people pointed out that pharmaceutical innovation will be the main theme of the development of the pharmaceutical industry in the next 10 years.
With the continuous rise of domestic enterprises, new products and new models will continue to emerge, and investment opportunities will also be diversified
.
Among them, the vaccine stock Zhifei Bio rose by nearly 15%, followed by Mindray Medical, which rose by more than 8%.
In addition, Pien Tze Huang , Fosun Pharma, Watson Bio, etc.
all rose more than 6%
.
Some fund managers have pointed out that the factors that trigger the recent fluctuations in pharmaceutical stocks are related to factors such as the lower-than-expected performance of individual companies' interim reports and the introduction of national insulin procurement plans
.
Among them, on the evening of August 18, a letter on soliciting opinions on the "National Organizational Insulin Centralized Procurement Plan (Draft for Comment)" showed that the centralized insulin procurement cycle is 2 years, and the actual implementation date of the selected results will be selected.
to calculate
.
In terms of schedule, the opinions of relevant departments will be solicited in August 2021, the relevant work will be started in September, and the selection results will be generated according to relevant procedures, which will be implemented in early 2022
.
CITIC Construction Investment once stated that if the national centralized procurement is implemented, the insulin market will indeed face pressure to reduce prices in the short term, which will have a greater impact on the market structure and business operations
.
However, from the perspective of the industry, as long as the profit logic of pharmaceutical companies does not change, the valuation will still return to a reasonable position.
Looking forward to the future, I am optimistic about diversified investment opportunities in pharmaceutical stocks, such as CXO, medical devices, innovative drug tracks, as well as vaccines and pharmacies.
, medical beauty,
etc.
Some people in the industry believe that medical consumption and service industries such as medical beauty, CXO, and life science services are still full of opportunities, and will still be in a state of high prosperity in the next 3-5 years
.
In addition, there are also opportunities in fields such as AI pharmaceuticals and gene editing
.
Among them, as far as the CXO track is concerned, the CXO industry, known as the "water seller" of pharmaceutical research and development, in recent years, with the advancement of the MAH (marketing authorization holder) system and medical insurance cost control, the development of the innovative drug industry has accelerated, and the entire CXO industry has accelerated.
More opportunities have also been obtained, and the market size has continued to expand
.
According to the Frost & Sullivan report, the market size of new drug R&D outsourcing services in 2018 was approximately US$115 billion, and will grow to US$178.
5 billion by 2022, with a compound annual growth rate of approximately 11.
6%
.
Another data predicts that it will reach $244 billion by 2025
.
In addition, since the CXO track is immune to volume purchases, the industry is generally optimistic about the CXO medical service track
.
It is worth mentioning that on July 2 this year, CDE (the Center for Drug Evaluation of the State Food and Drug Administration) issued the "Guidelines for Clinical Research and Development of Antitumor Drugs Oriented to Clinical Value (Draft for Comment)", Southwest Securities Analysis Shi believes that the consultation draft shows that the country emphasizes the need for patient-centered innovation as the development direction of the pharmaceutical industry, which will be an opportunity for CXO (pharmaceutical outsourcing) giants, which can rely on R&D resources and scale and cost-effective advantages to satisfy pharmaceutical companies.
To meet the increased demand for innovation in the future, the improvement in the quality of CXO orders should outweigh the benefits of increased quantity
.
In addition, the pharmaceutical industry has the characteristics of large market space, strong growth certainty, and long-term sustainable development
.
In recent years, with the normalization of centralized procurement, the advancement of the dynamic adjustment of medical insurance catalogues, and the continuous entry of capital, the pharmaceutical industry is accelerating its transformation and upgrading, and R&D innovation has become the core driving force for the development of pharmaceutical companies
.
The above-mentioned people pointed out that pharmaceutical innovation will be the main theme of the development of the pharmaceutical industry in the next 10 years.
With the continuous rise of domestic enterprises, new products and new models will continue to emerge, and investment opportunities will also be diversified
.
