根据公开资料，CSA是全球领先的企业可持续发展评估工具，对行业内的公司在经济、环境和社会标准上的信息披露和绩效表现给出量化评分。作为第三方独立、可信的行业对标基准，CSA将企业的可持续发展表现与其商业战略联系起来，全面反映该公司的可持续发展管理水平。What measures are there at the policy level to support the field of innovative drugs? What adverse effects might Trump's election have on domestic pharmaceutical stocks?
Caixin Media News on November 12th (Editor Hu Jiarong) With multiple recent bullish factors driving the market, today Hong Kong healthcare stocks mostly strengthened. As of the time of publication, $ASYMCHEM (06821.HK)$、$WUXI APPTEC (02359.HK)$、$PHARMARON (03759.HK)$、$JOINN (06127.HK)$They increased by 3.65%, 3.36%, 3.11%, and 2.72% respectively.
Regarding news, Wuxi AppTec recently announced that the company scored the highest in the industry in the 2024 S&P Global Corporate Sustainability Assessment (CSA), ranking first in the global 'Life Sciences Tools and Services' sector.
According to public information, CSA is a leading global tool for assessing corporate sustainability, providing quantitative scores for companies in the industry based on their disclosure of information and performance in economic, environmental, and social standards. As a third-party, independent, and credible industry benchmark, CSA links a company's sustainable development performance with its business strategy, comprehensively reflecting the company's level of sustainable development management.
Additionally, at the policy level, the country shows support for the field of innovative drugs, such as mentioning innovative drugs in the 'Government Work Report', and the approval of the 'Implementation Plan for Supporting the Development of Innovative Drugs throughout the Chain'. Policies in places like Peking, Guangzhou, and Zhuhai also support accelerating the admission speed of innovative drugs and lowering the sales threshold.
Institutions state that Trump's election may be unfavorable for domestic pharmaceutical stocks.
According to the report from Guotai Junan International, after Trump's election, the probability of the 'Biodefense Law' standing alone may increase, the overseas interest rate reduction process may slow down, which could lead to a decrease in market sentiment in the CXO industry.
Earlier in September, H.R.8333 was passed by the House of Representatives, mainly driven by the Republican party, with the vast majority of opposing votes coming from the Democratic party. After Trump took office, it may slow down the Fed's interest rate cut process, thereby affecting the overseas biomedical financing recovery, as well as the overseas CXO industry's short-term new order speed and order conversion revenue cycle.
Editor / jayden