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[Pharmaceutical Network Market Analysis] With the end of February, March has also begun
.
How will the pharmaceutical market trend this month? What are the investment strategies? Recently, a number of securities companies have successively released relevant investment strategy reports
.
Overall, most brokerages are more optimistic about the market in March
.
Among them, Southwest Securities pointed out that the pharmaceutical sector rebounded slightly in February 2022, and the Shenwan Pharmaceutical Index rose by 3.
98%.
The analysis believes that the main factors such as the prosperity of the CXO sector and the Medical Insurance Bureau issued the "Notice on Regulating and Adjusting Some Medical Service Prices" and other factors related
.
The agency believes that the pharmaceutical sector has ushered in a good opportunity for layout recently, and it is recommended that investors focus on traditional Chinese medicine consumer goods/innovative drugs/low valuations, low expectations, and varieties with upward business trends/supply chain independent and controllable related targets
.
Combination recommendations for March 2022 are as follows, flexible combination: Runda Medical, Taiji Group, Zhongxin Pharmaceutical, Shouxiangu, Haisco, Chutian Technology, etc.
; Science and Technology Innovation Board combination: BeiGene, CanSino, Zejing Pharmaceutical , Olin Bio, Aohua Endoscopy; Steady Portfolio: WuXi AppTec, Mindray Medical, Hengrui Medicine, Pien Tze Huang; Hong Kong Stock Portfolio: WuXi Biologics, Junshi Bio, Hygeia, Minimally Invasive Robot, Jinxin Reproductive
.
The March 2022 investment strategy report for the pharmaceutical industry released by Guotai Junan shows that the pharmaceutical sector continues to clear the three levels of performance expectations, valuation, and positions.
The implementation of policies is still in an intensive window period, and the market has already expected
.
Possible policies to be implemented in the next 1-3 months include: the 7th batch of medicines in the country; Guangdong province medicine collection (for the first time involving growth hormone and blood products); Shandong Province Traditional Chinese Medicine Alliance collection (for the first time involving Chinese medicine decoction pieces, Chinese medicine formula granules) )
.
Compared with the immediate effect of the above-mentioned centralized procurement price reduction on the enterprise side, the reform on the hospital side such as DRG and medical service price reform is still in the pilot stage, and the effect is not yet clear
.
The agency suggested that the intensive disclosure period of annual reports & first quarter reports should focus on high performance growth & certainty, and at the same time look for upward-moving stocks
.
Combination recommendation in March: Zhifei Bio, Mindray Medical, WuXi AppTec, Pharmaron, Kaili Medical, Haitai Xinguang, Livzon Group, Golden Mile Medical, Xinmai Medical
.
Guolian Securities believes that in February, pharmaceutical biology rose 3.
98% year-on-year, outperforming the broader market
.
March entered a period of intensive release of annual reports, and the market paid more attention to the performance of the annual report and the expectations of the first quarterly report
.
The agency believes that sub-sectors are expected to continue to benefit from the rapid development of policies catalyzed, and it is recommended to focus on traditional Chinese medicine and other sectors
.
In addition, we are optimistic about the cell therapy track.
The legendary bio-Sidaki Orenza was approved by the FDA.
As the first domestic CAR-T product approved for marketing in the United States, the agency believes that the approval of the drug is a landmark for China's cell gene therapy industry.
landmark significance
.
In addition to Legend Bio, other biotechnology companies in the domestic cell therapy industry, such as Innovent Bio-Innovative Bio/Reindeer Medical, WuXi Junuo, Keji Pharmaceutical, etc.
, have also received good news recently, and domestic cell therapy is rising rapidly
.
To sum up, some securities companies are optimistic about companies with high growth in annual reports and first-quarter reports.
Among the listed pharmaceutical companies that have disclosed their performance, the companies that are pre-happy are mainly concentrated in biological products and other industries
.
In addition, sub-sectors such as cell therapy and traditional Chinese medicine are also optimistic
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
How will the pharmaceutical market trend this month? What are the investment strategies? Recently, a number of securities companies have successively released relevant investment strategy reports
.
Overall, most brokerages are more optimistic about the market in March
.
Among them, Southwest Securities pointed out that the pharmaceutical sector rebounded slightly in February 2022, and the Shenwan Pharmaceutical Index rose by 3.
98%.
The analysis believes that the main factors such as the prosperity of the CXO sector and the Medical Insurance Bureau issued the "Notice on Regulating and Adjusting Some Medical Service Prices" and other factors related
.
The agency believes that the pharmaceutical sector has ushered in a good opportunity for layout recently, and it is recommended that investors focus on traditional Chinese medicine consumer goods/innovative drugs/low valuations, low expectations, and varieties with upward business trends/supply chain independent and controllable related targets
.
Combination recommendations for March 2022 are as follows, flexible combination: Runda Medical, Taiji Group, Zhongxin Pharmaceutical, Shouxiangu, Haisco, Chutian Technology, etc.
; Science and Technology Innovation Board combination: BeiGene, CanSino, Zejing Pharmaceutical , Olin Bio, Aohua Endoscopy; Steady Portfolio: WuXi AppTec, Mindray Medical, Hengrui Medicine, Pien Tze Huang; Hong Kong Stock Portfolio: WuXi Biologics, Junshi Bio, Hygeia, Minimally Invasive Robot, Jinxin Reproductive
.
The March 2022 investment strategy report for the pharmaceutical industry released by Guotai Junan shows that the pharmaceutical sector continues to clear the three levels of performance expectations, valuation, and positions.
The implementation of policies is still in an intensive window period, and the market has already expected
.
Possible policies to be implemented in the next 1-3 months include: the 7th batch of medicines in the country; Guangdong province medicine collection (for the first time involving growth hormone and blood products); Shandong Province Traditional Chinese Medicine Alliance collection (for the first time involving Chinese medicine decoction pieces, Chinese medicine formula granules) )
.
Compared with the immediate effect of the above-mentioned centralized procurement price reduction on the enterprise side, the reform on the hospital side such as DRG and medical service price reform is still in the pilot stage, and the effect is not yet clear
.
The agency suggested that the intensive disclosure period of annual reports & first quarter reports should focus on high performance growth & certainty, and at the same time look for upward-moving stocks
.
Combination recommendation in March: Zhifei Bio, Mindray Medical, WuXi AppTec, Pharmaron, Kaili Medical, Haitai Xinguang, Livzon Group, Golden Mile Medical, Xinmai Medical
.
Guolian Securities believes that in February, pharmaceutical biology rose 3.
98% year-on-year, outperforming the broader market
.
March entered a period of intensive release of annual reports, and the market paid more attention to the performance of the annual report and the expectations of the first quarterly report
.
The agency believes that sub-sectors are expected to continue to benefit from the rapid development of policies catalyzed, and it is recommended to focus on traditional Chinese medicine and other sectors
.
In addition, we are optimistic about the cell therapy track.
The legendary bio-Sidaki Orenza was approved by the FDA.
As the first domestic CAR-T product approved for marketing in the United States, the agency believes that the approval of the drug is a landmark for China's cell gene therapy industry.
landmark significance
.
In addition to Legend Bio, other biotechnology companies in the domestic cell therapy industry, such as Innovent Bio-Innovative Bio/Reindeer Medical, WuXi Junuo, Keji Pharmaceutical, etc.
, have also received good news recently, and domestic cell therapy is rising rapidly
.
To sum up, some securities companies are optimistic about companies with high growth in annual reports and first-quarter reports.
Among the listed pharmaceutical companies that have disclosed their performance, the companies that are pre-happy are mainly concentrated in biological products and other industries
.
In addition, sub-sectors such as cell therapy and traditional Chinese medicine are also optimistic
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
