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CRO板块走势强劲 药明生物(02269)升10% 机构指板块融资渐回暖

Strong trend in CRO sector, Pharmaco-Biotech (02269) rises 10%, institutions say sector financing is gradually picking up

金吾財訊 ·  Jan 10 20:42

Jinwu Financial News | The CRO sector is trending strongly, with Pharmaceutical Biotech (02269) rising 10% to lead the sector. Additionally, Pharmaceuticals (02268) rose 7.87%, Viva Biotech (01873) rose 5.43%, Kanglong Chemical (03759) rose 4.25%, Tiger Pharmaceuticals (03347) rose 3.92%, and Kingsley Biotech (01548) rose 3.84%.

Zheshang Securities said that in the CXO industry, financing is gradually picking up and is poised to improve. Overseas clinical demand is still strong and may be picking up before clinical trials. Domestic investment and financing in 2023Q1-Q3 has returned to the 2017 Q1-Q3 level, and the world has returned to the 2018-2019 level. 2024H1 investment and financing may now turn around. The amount of IPO financing for YTD US Healthcare in 2023 has gradually rebounded markedly. The bank is optimistic about the leaders in the segment. Even if investment and financing fluctuate in the short term, the leading segment still has obvious advantages in bargaining power, and the pattern of strong players will not be broken in the short to medium term.

Debon Securities said that in terms of generic drug CRO, the industry is booming, and the valuation may be reshaped: the domestic generic drug market is expected to exceed 900 billion dollars, and demand is strong. In 2022, 2,315 generic drug registration applications will be accepted (+29%). In the current context of aging and driven by various pharmaceutical policies, the generic drug market is expected to continue to rise, and patented drugs that continue to expire will also bring more opportunities.

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