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darkforestblockchaingame|医药行业周报:胰岛素接续集采降价温和、推动国产替代;看好板块估值持续修复

时间:2024-05-03 15:33:36浏览次数:44

Market reviewDarkforestblockchaingameThis week (2024-04-24-2024-04-30) the Hang Seng Index is up 5.Darkforestblockchaingame.6%, the Hang Seng Healthcare Index rose 6%.Darkforestblockchaingame.5%, ranking third among 12 index industries. The health care industry outperformed the market. Sub-industry performance: health care technology (+ 13.0%), health care equipment and supplies (+ 12.7%), biotechnology (+ 9.3%), pharmaceuticals (+ 8.8%), life sciences tools and services (+ 8.6%), health care providers and services (+ 0.4%). The overall price reduction of insulin collection bidding is mild, and the domestic substitution is expected to accelerate: on April 23, the bidding for insulin collection and purchase will be opened in Shanghai. According to National Healthcare Security Administration, 53 products from 13 enterprises participated in this follow-up purchase, 49 products were selected, with a success rate of 92%. The overall decline in the selected price was mild, which was reduced on the basis of the first round of collection prices.Darkforestblockchaingame3.8%. All the 6 insulin products of Ganli Pharmaceutical won the bid and raised their prices on the basis of the prices collected in the first round. The whole series of insulin products of Tonghua Dongbao were selected successfully by Class A, in which glargine insulin and premixed asparagus insulin (asparagus insulin 30 injection and asparagus insulin 50 injection) were selected in class A1. A number of Chinese pharmaceutical companies have been selected into the ASCO oral report. The 2024 ASCO Conference will be held in Chicago from May 31 to June 4. There are 21 items in this meeting.

darkforestblockchaingame|医药行业周报:胰岛素接续集采降价温和、推动国产替代;看好板块估值持续修复