NO.1 Hengrui Pharmaceutical has passed the listing hearing on the Hong Kong Stock Exchange and may be listed as early as May

On May 5th, the Hong Kong Stock Exchange website posted the PHIP version of Hengrui Pharmaceutical's prospectus, which the market interpreted as indicating that Hengrui Pharmaceutical has officially passed the hearing of the Hong Kong Stock Exchange. Hengrui Pharmaceutical told the Daily Economic News reporter that this move marks a crucial progress for the company's listing in Hong Kong. According to informed sources, Hengrui Pharmaceutical may be officially listed and traded on the Hong Kong Stock Exchange as early as May.

Commentary: If Hengrui Pharmaceutical successfully goes public on the Hong Kong stock market this time, it will be its first equity financing after its A-share IPO and a key milestone in its internationalization strategy. From the current development trend of the pharmaceutical industry, overseas markets have greater industry development space, and internationalization is a necessary path for domestic pharmaceutical companies to grow and expand. From the perspective of strategic layout, in recent years, Hengrui Pharmaceutical has proposed a dual wheel drive strategy of "innovation+internationalization", placing internationalization in an important position.

Number 2: Neuralink, a brain computer interface company under Musk, has obtained FDA's "Breakthrough Device" certification

On May 2nd local time, Neuralink, a brain computer interface company under Elon Musk, announced on social media that its brain computer interface device Link has recently obtained the "Breakthrough Device" certification from the US Food and Drug Administration (FDA). This device will bring revolutionary communication solutions to patients with severe language disorders. It is reported that the device is mainly aimed at patients with neurological diseases such as amyotrophic lateral sclerosis (ALS), stroke, and spinal cord injury.

Comment: This certification will accelerate the relevant review process, and Neuralink undoubtedly takes an important step in the field of brain computer interfaces. However, it should be noted that this certification does not equate to market approval, and there are still challenges in subsequent clinical validation, safety, and technological maturity.

NO.3 oral version of 'weight loss miracle drug' market application accepted by FDA

On May 2nd local time, Novo Nordisk announced that the US Food and Drug Administration (FDA) has officially accepted the marketing application for its oral version of the semaglutide weight loss drug Wegovy and will make a decision in the fourth quarter. If approved, this experimental once daily oral formulation will become the world's first GLP-1 receptor agonist class oral medication for chronic weight management. Boosted by this positive news, the stock price of Novo Nordisk in the US stock market closed up 5.53% to $69.23 per share.

Comment: The marketing application for the oral version of semaglutide weight loss drug has been accepted by the FDA, which may further consolidate Novo Nordisk's competitive advantage in the weight loss track. Oral dosage forms have solved the problem of poor injection compliance in some patients, and if approved, it means a vast market space.

NO.4 Xianju Pharmaceutical: Received administrative penalty decision letter, fined 195 million yuan confiscated

On May 5th, Xianju Pharmaceutical announced that the company received an "Administrative Penalty Decision" issued by the Tianjin Municipal Market Supervision and Administration Commission on April 30th, which excluded and restricted competition in the sales field of dexamethasone sodium phosphate raw material due to the company's monopoly agreement with other competitive operators to fix or change the price of the raw material. The company was fined a total of 195 million yuan, and the main person in charge of the company, Zhang Yusong, was fined 600000 yuan.

Comment: In recent years, regulatory agencies have continued to intensify anti-monopoly law enforcement, especially in the pharmaceutical industry, and have made curbing "raw material drug monopoly and price manipulation" a key direction for rectification. The heavy punishment for monopoly this time will have a substantial impact on Xianju Pharmaceutical, affecting short-term performance and exposing obvious shortcomings in the company's compliance system.

NO.5 Yong'an Pharmaceutical: The actual controller and chairman of the company, Chen Yong, has been investigated and detained

On May 5th, Yong'an Pharmaceutical announced that the company had received a notice from the family of the actual controller and chairman, Chen Yong, that Chen Yong had been investigated and detained by the Hefeng County Supervision Committee. At present, other directors, supervisors, and senior management personnel of the company are performing their duties normally, and the company's control has not changed. The production and operation situation is normal. The company will continue to monitor the progress of this matter and fulfill its information disclosure obligations in a timely manner.

Comment: Chen Yong, Chairman of Yong'an Pharmaceutical, has been investigated and detained, which has had an impact on the stability of the company's management and market reputation. Although Yong'an Pharmaceutical claims that the company's control has not changed and its production and operation are normal, the capital market inevitably has doubts about its future business development, and the short-term stock price may face certain pressure.

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