WuXi Biologics WKN: A2QJCN ISIN: KYG970081173 Forum: Aktien User: Summer.76

Macquarie suggests two leading biotech stocks to capture drug stocks after health insurance talks end https://inews.hket.com/article/2829064/%E3%80%90%E5%A4%A7%E8%A1%8C%E9%BB%9E%E7%9D%87%E3%80%91%E9%BA%A5%E6%A0%BC%E7%90%86%E5%BB%BA%E8%AD%B0%E9%86%AB%E4%BF%9D%E8%AB%87%E5%88%A4%E7%B5%90%E6%9D%9F%E5%BE%8C%E6%92%88%E8%97%A5%E8%82%A1%E3%80%80%E9%A6%96%E9%81%B8%E5%85%A9%E9%9A%BB%E9%BE%8D%E9%A0%AD%E7%94%9F%E7%89%A9%E7%A7%91%E6%8A%80%E8%82%A1 Macquarie published a research report stating that the fifth round of medical insurance negotiations (NRDL) was officially held in Beijing. So far, public information is limited. It is estimated that Hengrui Pharmaceuticals, BeiGene (06160) and Junshi Biotech (01877) may discuss PD  -1 The price of drugs has been significantly reduced by 60% to 80%, but imported PD-1 may not be included. It is recommended that investors make a bottom after the medical insurance negotiations. The bank said that the NRDL on the first day did not announce a formal price reduction notice, but the price discussion of the most important PD1 drug may be held on the morning of December 16, and the price reduction is expected to reach 60% to 80%. This is for pharmaceutical companies and biotechnology companies.  The company is expected to have a negative impact. The stock price of the sector has fallen from a high level by about 11% to 13%, which is about 3% lower than the MSCI China Index during the same period. Macquarie expects that pharmaceutical companies and biotechnology companies may still invest more funds in R&D to develop new products to reduce the impact of policies. It is expected that WuXi Biologics (02269) should continue to benefit and give "outperform"  The rating and target price are RMB 87.34. Cinda Bio (01801) is the first choice, with a rating of “Outperform” and a target price of RMB 76.01.

Der Markt bis zum 'Lunch break': Pharmaceutical stocks generally bucked the market... http://www.aastocks.com/tc/stocks/news/aafn-news/RUM.201215_103130/2  Hang Seng Index opened 29 points higher this morning and recovered to 26,436 unsustainable. The U-turn once fell 261 points to a low of 26,127. It is now at 26,259 and continues to pee 130 points or 0.5%; the H-Share Index fell 0.3% to 10,411. However, pharmaceutical-related stocks generally bucked the market this morning.  ... Same is blue chip WuXi Biologics: low as 77.7 yuan and was accepted, and the U-turn was as high as 81.25 yuan, and the current price  was 80.9 yuan, a 3.5% increase. ... According to "China Securities Journal", the fourth batch of national drug procurement in the Mainland kicked off. Some companies quickly announced the risk of price cuts due to the collection of competing products. The report quoted a person in charge of a pharmaceutical company as saying that he is more concerned about the price reduction of high-end generic drugs, which is crucial to the company's future product layout.

Ein relativ langer Bericht und deshalb grob zusammengefasst. Ggf mal selbst durch den Übersetzer jagen: Sino-Thailand International: WuXi Biologics (02269) reached a number of collaborations on innovative tumor treatments, with broad market prospects https://finance.sina.cn/hkstock/ggyw/2020-12-14/detail-iiznezxs6843498.d.html?from=wap The company has reached a number of cooperation in the field of oncology, with a broad market prospect. ... Looking at the strong demand for biopharmaceutical research and development in the medium term, WuXi Biologics, as the industry leader, will continue to benefit According to statistics from the Southern Institute of Pharmaceutical Economics, in the first three quarters of 2020, the revenue and total profits of listed companies in the pharmaceutical industry from the sales of biological preparations increased by 19.8% and 28.2% year-on-year, respectively. The growth rate significantly outperformed other sectors of the pharmaceutical industry, indicating The demand for R&D and production services will also increase, and WuXi Biologics will benefit as the industry leader. Reiterate the "overweight" rating and raise the target price ...

Der Kursverlauf schaut heute nicht so rosig aus... eher rot...

Hong Kong stocks end week with gains after ‘groundbreaking’ agreements on Covid-19 vaccine shots https://amp.scmp.com/business/markets/article/3113487/hong-kong-stocks-rise-after-uk-regulator-gives-go-ahead-hsbc Hang Seng Index rose 0.4 per cent, but recorded a weekly loss of 1.2 per cent Hong Kong stocks rose on the last day of the week, with sentiment receiving a boost after the city’s authorities signed “groundbreaking” deals to buy Covid-19 vaccine shots, but gains were capped by rising coronavirus cases and escalating US-China tensions that weighed on the market throughout the week.   The Hang Seng Index rose 0.4 per cent to 26,505.87, but ended the week 1.2 per cent lower after declining three days this week. It was also the biggest weekly drop in more than a month. ... Fosun Pharmaceutical, which has exclusive rights for the Pfizer vaccine in mainland China, Hong Kong and Macau, gained 3.9 per cent. Coronavirus drugs research firm WuXi Biologics also rose. Its new shares, which emerged after a stock split last month, gained 2.8 per cent, while its old shares rose 1.6 per cent.

JPMorgan China reports on exceptional year https://quoteddata.com/2020/12/jpmorgan-china-reports-exceptional-year/ JPMorgan China reports on exceptional year – JPMorgan China Growth and Income has published results covering the year ended 30th September 2020.  ... "Although the period under review was dominated by human and economic challenges, the second half of the financial year saw increasing market optimism.   ...  Pleasingly, the Company’s impressive performance over the year was driven not by a handful of stand-out stocks but by stock selection across all sectors. In this section, we highlight some of the stock and sector stories that most impacted portfolio performance. Our stock selection in Information Technology and Healthcare contributed the most, with both sectors benefitting from structural trends that accelerated as a result of COVID-19. Within Healthcare, a broad number of holdings made significant contributions. These included Wuxi Biologics and Venus Medtech, as well as one of our more recent portfolio acquisitions, Chongqing Zhifei, which researches and produces vaccines. All three companies delivered solid results and positive industry growth, especially in areas like research & development services, medical devices, and vaccine development. ..."

Arcus Biosciences Expands Strategic Relationship with WuXi Biologics to Develop a Best-in-Class anti-CD39 Antibody for the Treatment of Cancer https://www.businesswire.com/news/home/20201209005773/en/Arcus-Biosciences-Expands-Strategic-Relationship-with-WuXi-Biologics-to-Develop-a-Best-in-Class-anti-CD39-Antibody-for-the-Treatment-of-Cancer - Agreement expands upon Arcus’s industry-leading portfolio of clinical-stage molecules in the adenosine axis - Arcus to be granted exclusive worldwide rights ...

HSI hits 198 points without returning 20 antennas, Xiaomi's blue chip is the most prestigious https://www2.hkej.com/landing/mobArticle2/id/2657221 The Hang Seng Index opened higher by 205 points. After the market opened, the gains narrowed to 154 points. After that, it exerted force and regained 20 antennas (about 26512 points) and 10 antennas (about 26603 points), up 362 points at most, and reached 26666 points all-day high , Rose 331 points at noon. In the afternoon, the rate of increase narrowed. It had only risen 141 points and reached a low of 26445 points throughout the day. The Hang Seng Index finally closed at 26502, up 198 points or 0.75%. ... WuXi Biologics ( 02269 ) fell 2.7%, being the worst performing blue chip.

Wow!

BOCOM International is optimistic about the 3 innovative biotechnology companies https://m.jrj.com.cn/madapter/hk/2020/12/09075131445780.shtml ... The third batch of national centralized procurement of 55 kinds of drugs has been launched in public hospitals across the country, covering drugs in the fields of diabetes, hypertension, anti-infection, and anti-tumor, with an average price reduction of 53%. We believe that centralized drug procurement will accelerate in the next few years. We are optimistic about leading pharmaceutical companies with a rich product portfolio and innovative biotech companies with strong R&D capabilities, such as Zhongsheng Pharmaceutical (01177-HK) (Buy) and Kangfang Biotech ( 09926-HK) (Buy), the first choice to buy WuXi Biologics (02269-HK) in 2021.

Die Liste der Handelsplätze hier ist weiter angewachsen. HK schaut heute nicht so erfreulich aus.

Die Bank of Communications International sieht WuXi ähnlich positiv. In das "alte Forum" hatte ich bereits einen link dazu eingestellt. Gibt heute einen weiteren link dazu mit ähnlichem Inhalt. Bitte selbständig bei Bedarf übersetzen lassen. Ist etwas länger: http://www.aastocks.com/tc/stocks/news/aafn-con/now.1061780/latest-news

Dann viel Erfolg 🍀📈🍀

Ich bin auch überzeugt und sehr optimistisch, habe meine Position auch nochmal aufgestockt😊👍🏼

Ich bin hier seit gestern auch mal dabei. Die Aktie ist mir vorher leider komplett entwischt. Einstieg kurzfristig vllt. nicht optimal, aber generell ist hier noch viel Wachstum möglich

👍 Ich hatte Freitag noch mal zugegriffen. Obwohl der Kurs die letzten Monate schon sehr sportlich war, denke ich, dass auf lange Sicht noch einiges möglich ist.