消息方面，目前2024年医保谈判已进入谈判/竞价阶段。根据国投证券，本次医保谈判里共有约41个国产独家创新药(含引进)通过形式审查，有望新增药品谈判：包括2023年7月1日至2024年6月30日之间新获批上市的28个创新药，以及2023年7月1日以前获批上市的13个创新药。①What is the impact of medical insurance negotiations on pharmaceutical stocks? ②What are the reasons for the rise of santri bio and Yimignonko?
Caixin Media October 29 news (Editor Hu Jiarong) Today, most Hong Kong-listed pharmaceutical stocks are strong. As of the time of publication, Santri Bio-B (02197.HK), Yimignonko-B (01541.HK), Beckon Medical-B (02170.HK), and Wuxi Apptec (02359.HK) rose by 14.75%, 7.83%, 7.48%, and 4.08% respectively.
Note: performance of medical stocks.
On the news front, the medical insurance negotiations for 2024 have entered the negotiation/auction stage. According to Guotou Securities, this medical insurance negotiation involves approximately 41 domestic exclusive innovative drugs (including imported) that have passed the formal review, with the possibility of new drug negotiations: including 28 innovative drugs newly approved for listing between July 1, 2023, and June 30, 2024, and 13 innovative drugs approved for listing before July 1, 2023.
Bocom International also pointed out that the tenth batch of drug national procurement documents shows that the threshold for this round of national procurement is historically high, the proportion of injections is historically high, and competition is expected to be exceptionally fierce. However, for most prescription drug companies, the impact may be limited. It is recommended to refer to the final list of varieties.
Some pharmaceutical stocks are leading the gains.
From the above figure, Santri Bio and Yimignonko are leading in terms of increase. First, Santri Bio announced that in Phase I clinical trials evaluating the adjuvant-free bivalent RSV PreF-trimer subunit candidate vaccine SCB-1019 (developed based on Santri Bio's unique Trimer-Tag-protein trimerization vaccine technology platform) in a head-to-head comparison with GSK's RSV vaccine AREXVY using AS01E adjuvant, it obtained more positive immunogenicity and safety data in elderly subjects.
Secondly, Yimignonko announced that on October 25, 2024, the company has submitted filing documents to the China Securities Regulatory Commission for the planned implementation of the full circulation of H shares, to convert a total of 14.114 million shares of the company's unlisted shares into the company's H shares. As of the announcement date, the company has not completed the filing procedures of the China Securities Regulatory Commission, and the details of the implementation plan for conversion and listing have not been finalized.
