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葛兰:继续看好创新药械及相关产业链

Ge Lan: Bullish on innovative drugs and related industry chains.

Breakings ·  Jul 20 21:12

The latest management scale of China-Europe Medical & Health managed by Ge Lan is 32.787 billion yuan. Heavy holdings include Jiangsu Hengrui Pharmaceuticals, Shenzhen Mindray Bio-Medical Electronics, Wuxi AppTec, and China Resources Sanjiu Medical & Pharmaceutical. Looking forward to the third quarter of 2024, she pointed out in the second quarter report that in the serious medical field, medical compliance is still being promoted on all levels. It is expected that the hospital and enterprise ends have gradually adapted to a more standardized and orderly new environment, and both hospital diagnosis and treatment and enterprise operations are continuing to improve. Considering that the enterprise management end has a low base in the second half of 2023, which is still in the period of adaptive adjustment to industry compliance, it is expected to achieve a certain degree of recovery in the second half of 2024.

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