Futubull Finance App learned that Bocom Intl released a research report stating that following the introduction of multiple policies encouraging pharmaceutical innovation, the latest innovative pharmaceutical products catalog released by Guangzhou will further provide full-chain, all-round support for the high-quality development of the biomedical industry. The national joint procurement officially entered the vascular intervention market, conducive to accelerating the domestic substitution process of this sector, but reusing the 'bottom' selected price from the consumables joint procurement led by Hebei in the previous round may bring uncertainties to the vascular intervention market. Recently, the pharmaceutical sector has seen a small rebound after significant fluctuations, considering that the sector's valuation is still at historical lows, there is still room for further recovery.

The first batch of 24 innovative pharmaceutical products were selected for the 'Guangzhou Innovative Pharmaceutical Products Catalog.' This includes 7 pharmaceuticals and 17 medical instruments. Bio-Thera Solutions's Bevacizumab Injection, Trastuzumab Injection, Adalimumab Injection, Abiraterone Acetate Injection; Akeso's Carciluni monoclonal antibody; Apichope Pharmaceutical's Amlodipine Besylate; Beigene's Bezaan all entered the catalog.

National joint procurement of vascular intervention initiated. Hebei Province announced that it will lead the inter-provincial alliance's bulk purchase of embolization microspheres, blood flow-guided dense mesh brackets, intracranial balloon dilation catheters, peripheral vascular balloon dilation catheters, and peripheral vascular intervention guidewires, five categories of vascular intervention medical consumables. It is worth noting that the consultation draft for this joint procurement does not set a clear bottom selected price or reduction range.

Regarding the targets: it is recommended to continue focusing on Simcere Pharma, Hutchmed (China), Ajanta Pharma, and Akeso, among others, as short-term catalysts with rich earnings, high growth or clear profit-loss balance point, and significant valuation recovery elasticity in innovative drug targets. It is also recommended to pay attention to privately-owned medical service and medical aesthetics targets with strong consumer attributes; medium and small-sized innovative pharmaceutical companies with large deviations from market cap and fundamentals, once liquidity improves, the rebound potential will be considerable.