echemi logo
Product
  • Product
  • Supplier
  • Inquiry
    Home > Active Ingredient News > Drugs Articles > Pharmaceutical Industry Investment Strategy 2017: Big Change Big Opportunities

    Pharmaceutical Industry Investment Strategy 2017: Big Change Big Opportunities

    • Last Update: 2021-02-07
    • Source: Internet
    • Author: User
    Search more information of high quality chemicals, good prices and reliable suppliers, visit www.echemi.com

    Seven-quality mid-cap blue-chip and growth stocks face great opportunities in the era of great changes in the pharmaceutical industry
    with the deepening of the new medical reform, the pharmaceutical industry policy changes will continue, the real growth rate of the industry is expected to continue to fluctuate at the bottom. Due to the current pharmaceutical sector's overall valuation level is not low (29x 2017), the industry changes in the background, it is expected that the 2017 A-share pharmaceutical sector is difficult to appear large overall investment opportunities. However, policy changes will eventually lead to differentiated fundamentals, and we judge that the leading companies in all sectors of the pharmaceutical industry in the future are most likely to benefit from policy orientation, gain huge development opportunities, become industry integrators and start a new phase of rapid growth. Our flagclearly put forward: the future A-share pharmaceutical sector's greatest opportunity lies in line with the direction of industrial policy guidance of high-quality mid-cap blue-chip stocks and growth stocks, selected these blue-chip stocks and growth stocks in the era of great change has a high certainty can grasp the big opportunity, these stocks in each sub-sector, we will elaborate in this article molecular industry to explain the opportunities of various industries.industry out of the "policy bottom", according to the policy direction to judge the beneficial industry companies
    by 2016 the pharmaceutical industry chain in all aspects of the policy disturbance, from 2016 onwards the industry out of the "policy bottom", from drug research and development (registration classification reform, Clinical trial verification, priority review), production (generic consistency evaluation, MAH), circulation (a new round of tenders) and terminal payment links (medical insurance catalog adjustment, medical insurance payment price, etc.), a series of correct policies issued to clarify the order of the industry, industry integration accelerated.focus on biopharmaceuticals and innovative pharmaceutical investment opportunities
    the blood products industry continues to recommend undervalued, pulping has a certain growth space of Hualan biology, Tiantan biology. Recombination protein field continues to recommend a good competitive landscape, with technical or market barriers to the leading enterprises Changchun high-tech, Tonghua Dongbao, Anke biological. Innovative drugs represent the direction of industrial structure upgrading, and are optimistic about the outbreak of research and development savings of leading enterprises.
    Focus on investment opportunities in the pharmaceutical business and medical devices and medical services segment
    the policy direction of the pharmaceutical business sector is clear, the level reduction and concentration is the future direction, recommended Shanghai Pharmaceuticals, Jiaxuan, Kelly Tai and so on. The field of medical devices focuses on the import substitution of chemical luminescence and hemodynamics, and recommends Paulette, Lepu Medical, etc. Diversified medical services in the field of medical services in the night before the blowout, graded diagnosis and treatment accelerated, recommended Eyre ophthalmology, Huabang health and so on.A-share pharmaceutical sector bottom varieties
    In addition to the existing fundamentals, we also combed the bottom varieties of the pharmaceutical sector from five dimensions (small market value, share price at the bottom of nearly two years, share price below fixed price increase, share price lower than employee share price, lower major shareholder shareholding ratio), these companies for the above reasons there are short- and medium-term or even long-term development momentum for investors' reference.
    Hong Kong stock pharmaceutical sector investment strategy: Shenzhen-Hong Kong Stock Exchange makes Hong Kong stock investment style diversified
    Hong Kong stock market favors white horse stocks, Shenzhen-Hong Kong Stock Market risk appetite will be enhanced, but still more biased to fundamental-driven stocks, continue to recommend excellent growth of small and medium-sized market cap stocks.Guoxin Pharmaceutical Industry 2017 Portfolio
    A shares: Tonghua Dongbao, Huahai Pharmaceuticals, Hualan Bio, Kangmei Pharmaceuticals, China Resources 39, Lepu Medical, Changchun High-tech.
    : Global Medical, Baiyunshan, Chinese Medicine, Kingsley Bio, Xianjian Technology, Dongsan Medicine. (Guoxin Securities)
    This article is an English version of an article which is originally in the Chinese language on echemi.com and is provided for information purposes only. This website makes no representation or warranty of any kind, either expressed or implied, as to the accuracy, completeness ownership or reliability of the article or any translations thereof. If you have any concerns or complaints relating to the article, please send an email, providing a detailed description of the concern or complaint, to service@echemi.com. A staff member will contact you within 5 working days. Once verified, infringing content will be removed immediately.

    Contact Us

    The source of this page with content of products and services is from Internet, which doesn't represent ECHEMI's opinion. If you have any queries, please write to service@echemi.com. It will be replied within 5 days.

    Moreover, if you find any instances of plagiarism from the page, please send email to service@echemi.com with relevant evidence.