Pharmaceutical stocks quietly entered | 'healing period'! Medical equipment and other sectors are expected to | 'regrouping'?
Pharmaceutical Network July 26th, July 25, A shares of the three major stock indexes to maintain a shock adjustment pattern, from the disk point of view, the recent market shares with the use of the foot of the pharmaceutical stocks, gradually out of the confused period, stepped into the 'healing stage' Medical device services, biological products, private hospitals, health China and other sectors began to have a 'regroup'.
As of press release, medical instruments Among the service sectors, in addition to the one-time daily limit of the new shares of Mingde Bio, Guanxi Biological also has a straight line of daily limit, Chutian Technology, Jianfan Bio, Tongce Medical, etc. have appeared; in the biological products sector, Hualan Biological leadership, Jiaoda Anli, Weiguang Biology and so on have risen sharply; In addition, private hospitals, genetic sequencing, health China and other sectors are among the top gainers.
In the news, another giant unicorn is about to land in the A-share market! On July 24, the official website of the China Securities Regulatory Commission released the review of the audit committee on the day, and the domestic medical equipment industry leader Mindray Medical attended the meeting.
As the largest medical device supplier in China, Mindray Medical not only ranks first in the country in terms of sales revenue and net profit, but also ranks among the top 100 global medical device rankings compiled by SP Capital IQ database, which is the only one among the top 50. China enterprise.
The medical device industry 'unicorn' has passed, this news will undoubtedly drive the related concept stocks to strengthen.
Shanghai Securities pointed out that in the near future, Premier Li Keqiang has issued a warning on the hot topic of the movie "I am not a drug god", asking the relevant departments to speed up the implementation of anti-cancer drug price reduction and other related measures, and have not yet entered the medical insurance catalogue and the clinically urgent anti-cancer drug In the short-term, the segmentation sector with a large increase in the first half of the year has adjusted the market. Highly matched to the valuation medicine Commercial plate.
Huaan Securities said that at the current time, the country's determination to strengthen supervision of the pharmaceutical industry will not be shaken, the phenomenon of 'bad money expelling good money' will be reversed, and the concentration of pharmaceutical industry will be further enhanced. It is recommended to pay attention to benefit from national policy support. Innovative drug labeling and basic oriented low-valued pharmaceutical business and segmentation leader.
(1) Innovative target recommended second-line innovative drug standard Anke Biological (growth hormone powder injection type continues to grow high, water needle is expected to complete priority review in the middle of the year to achieve listing; CAR-T declaration, HER2 clinical in the first echelon), East China Medicine; Continuous recommendation innovation + consistency evaluation to determine the clinical CRO of the beneficiary target Taige Pharmaceutical (the report is expected to grow 65-95%, maintain high growth in 18-19). Focus on the first-line innovation of Hengrui Medicine, Fosun Pharma.
(2) Commercial sector: It is suggested that the pharmaceutical commercial sector can be gradually deployed, focusing on the national commercial leader Shanghai Pharmaceutical, Jiuzhoutong, local leading Sinopharm shares, Liuyao shares.
(3) Leading pharmacy faucet: Recommend refined management chain pharmacy Yifeng pharmacy (has been suspended), ordinary people, one heart.
(4) Quality stocks in other sub-areas: Focus on high-quality children's medicine company Jichuan Pharmaceutical, insulin leading Tonghua Dongbao, chain ophthalmology hospital Aier Ophthalmology, the leader of the cardiovascular platform Lepu Medical (intermediate report for 50-70%).
