Follow the incremental policy and grasp the incremental rhythm. At this stage and for a long time in the future, innovative drugs are the most clear direction of incremental policy support. We continue to be optimistic about high-quality innovative pharmaceutical companies and transformation companies that have achieved results. Innovative drugs are expected to accelerate into hospitals, and the Class C medical insurance catalogue is about to be released. The new version of the medical insurance catalogue will be implemented from January 2025, and many newly included blockbuster innovative drugs will speed up their entry into hospitals under the promotion of the implementation details. The 2025 medical insurance negotiations will be reported in advance on April 1, and the medical insurance negotiations will end in September, which will help the newly approved products to be included in the medical insurance faster. The first version of the Class C catalog is expected ...
On February 4, Merck announced its fourth quarter financial report for 2024 and its full-year performance last year. Of the $64.2 billion in sales for the year, its PD-1 monoclonal antibody product pembrolizumab (trade name Keytruda, commonly known as “Keytruda”) accounted for nearly half, with sales of $29.5 billion. Merck also announced that it would suspend shipments of HPV vaccine products Gardasil/Gardasil 9 to the Chinese market from February this year, and this decision will last at least until the middle of this year. Merck China said that this decision was mainly affected by the overall market environment, weak consumer demand and high channel inventory; it also maintains full confidence in the potential of the Chinese market. Suspending shipments to the Chinese market from this month At the same time as announcing its financial report, Merck announced a highly anticipated decision, namely, from February this year, it will suspend shipments ...
On February 5, Fosun Pharma announced that the marketing authorization application (MAA) of slulizumab injection (i.e., anti-PD-1 monoclonal antibody) independently developed by the holding subsidiary Shanghai Fuhong Henlius Biotech Co., Ltd. and its holding subsidiaries (collectively referred to as “Fuhong Henlius”) for the first-line treatment of adult patients with extensive-stage small cell lung cancer (ES-SCLC) was recently approved by the European Commission (i.e., the European Commission). Accordingly, the drug has obtained centralized marketing authorization in all EU member states and Iceland, Liechtenstein and Norway (European Economic Area countries respectively), and has become the first anti-PD-1 monoclonal antibody approved by the EU for the treatment of extensive-stage small cell lung cancer (ES-SCLC). https://finance.eastmoney.com/a/202502063311927270.html
The Nepali government officially launched the HPV vaccination program nationwide on the 4th, and it is expected to vaccinate more than 1.68 million girls aged 10 to 14 to prevent cervical cancer and other related diseases. Nepali Prime Minister Oli attended the launch ceremony in the capital Kathmandu on the same day and presented vaccination materials to health workers. The vaccination program is led by the Ministry of Health and Population of Nepal and supported by the Global Vaccine Alliance (GAVI). It will be carried out nationwide from February 4 to 18, 2025. It is reported that a total of 18,900 schools in Nepal have been designated as vaccination centers, and another 8,200 medical institutions will provide vaccination services to the public. The Ministry of Health and Population of Nepal said that cervical cancer is the second most common cancer among women in Nepal and the leading cause of cancer ...
Kampala, February 4: Uganda’s Ministry of Health, the World Health Organization and other partners launched the world’s first vaccine trial for Sudan Ebola virus on February 3 local time. On January 30 local time, the Ugandan Ministry of Health announced that the country had an Ebola outbreak again after a lapse of two years, and a nurse in the capital Kampala died of Ebola virus infection. A statement issued by the WHO said that after the outbreak, Uganda’s local leading researchers prepared for the trial within 4 days with the support of the WHO and other partners. This is the first clinical efficacy trial of a vaccine against Sudan Ebola virus. Reuters reported that the trial will mainly target contacts of confirmed cases. According to the Associated Press, on February 3, two more relatives of the deceased nurse were confirmed to be infected with Ebola virus. The Ugandan government is ...
On February 4, local time, Merck announced the suspension of the supply of HPV vaccine Gardasil to China, and the suspension is expected to last at least until the middle of the year. The financial report released by Merck on the same day showed that the company’s fourth quarter sales were US$15.6 billion, a year-on-year increase of 7%, of which Gardasil sales fell 17% year-on-year to US$1.55 billion. Merck said the main reason was the reduction in demand in China. In January this year, Merck’s HPV vaccine Gardasil was approved for marketing by the National Medical Products Administration for multiple new indications, suitable for males aged 9 to 26, becoming the first and currently the only approved HPV vaccine for men in China. https://finance.eastmoney.com/
Aimi Vaccine’s mRNA vaccine series product research and development has made new progress. The company announced on February 5 that its independently developed mRNA RSV (respiratory syncytial virus) vaccine has recently applied for clinical trials to the U.S. Food and Drug Administration (FDA). According to the announcement, in preclinical animal trials, the test results of third-party testing units showed that Aimi’s mRNA RSV vaccine specific IgG antibody titer, true virus neutralizing antibody titer, and specific T cell immunity were significantly higher than the internationally listed mRNA RSV control vaccine. As one of the main pathogens causing lower respiratory tract infections in infants and young children, the market demand for its vaccine is also huge. The global sales of RSV vaccines in 2023 were US$2.46 billion. According to the forecast of Zhushi Consulting, the global market size of RSV vaccines is expected to reach approximately US$16.7 billion by 2030. If the ...
On February 4, Chongqing Pharmaceutical Holdings (000950) issued an announcement on the progress of the proposed change in the equity structure of the controlling shareholder. The company disclosed a relevant indicative announcement on January 11, 2025. Chongqing Chemical and Pharmaceutical Holdings (Group) Co., Ltd., a shareholder of the controlling shareholder Chongqing Pharmaceutical and Health Industry Co., Ltd., and Chongqing Yufu Holdings Group Co., Ltd. signed an equity transfer contract, intending to transfer 49% of Chongqing Chemical and Pharmaceutical Holdings to Chongqing Yufu. It is worth noting that the actual controllers of Chongqing Chemical and Pharmaceutical Group and Chongqing Yufu are both the Chongqing State-owned Assets Supervision and Administration Commission. According to the announcement, as of January 27, 2025, the company has received the “Notice Letter” from Chongqing Medical Health, confirming that Chongqing Chemical and Pharmaceutical Group has obtained the approval of the Chongqing State-owned Assets Supervision and Administration Commission, and ...
Innovative drugs led the gains during the session, and the innovative drug Shanghai-Shenzhen-Hong Kong ETF (517110) rose by more than 1.3%. Galaxy Securities said that the pharmaceutical sector has undergone a long period of adjustment, the overall valuation is at a low level, and the public offering positions are underweight. In 2025, under the policy background of supporting and guiding the development of commercial insurance, the payment side is expected to improve marginally, and innovative drugs and equipment are expected to benefit. The pharmaceutical market will usher in a recovery, and structural opportunities still exist. From the perspective of short-term and medium- and long-term deterministic growth, targets are selected, and innovative drugs and industrial chains are optimistic about the continued good performance this year. Investors without stock accounts can seize investment opportunities in innovative drugs through the link fund (014118) of the innovative drug Shanghai-Shenzhen-Hong Kong ETF. Source: https://finance.eastmoney.com/
Recently, oral semaglutide tablets were approved by the National Medical Products Administration for full marketing in China. This is the first and only oral GLP-1 (glucagon-like peptide-1) drug approved for marketing in China. The reporter learned in the interview that the number of patients who went to the hospital to consult about this oral semaglutide has increased recently, and some of them hope to lose weight with this drug. So what exactly is semaglutide tablets used to treat, and what is its relationship with the weight loss “magic drug” that has been frequently mentioned on social media before? Semaglutide is a class of GLP-1 receptor agonists. Its working principle is to stimulate insulin synthesis and secretion in a glucose concentration-dependent manner after binding to the GLP-1 receptor, and reduce the secretion of glucagon. At the same time, it can also act on the GLP-1 receptors of the central nervous system, ...
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