The current inflection point of pharmaceutical stocks has arrived! Many pharmaceutical companies such as Zai Lab and Junshi Biologics rose sharply

With the gradual implementation of economic recovery policies and the marginal easing of medium- and long-term public health prevention and control risks, the market is expected to continue to recover
.
The industry believes that the current inflection point of pharmaceutical stocks has arrived
.
On December 30, pharmaceutical stocks rose first
.
If Zai Lab opened higher in early trading, it was quoted at HK$25.
80, up 9.
32%, with a turnover of HK$15.
87 million
.
Overnight, Zai Lab closed up 5.
73% at $
30.
63.
On the news, new data from the Stock Exchange shows that on December 22, JPMorgan Chase & Co.
increased its holdings in Zai Lab again, buying about 13 million shares on the same day, and the proportion of good positions rose from 8.
06% to 9.
46%, becoming the second largest shareholder of the company's H shares
.
In November, JPMorgan's holdings jumped to the 5% disclosure red line for the first time, and then continued to increase their positions
.
In addition, CSC said in the third quarterly report review that the company's commercialization ability has been further verified
.
Considering the maturity of the company's license-in model, the deepening of internal R&D and global layout, maintain a "buy" rating
.
Zai Lab is a fast-growing, integrated biopharmaceutical company headquartered in Shanghai with relatively new R&D facilities
in the San Francisco Bay Area and Massachusetts.
Zai Lab is undertaking a number of initiatives, including developing its own drugs in China and beyond, and working to obtain approval
from China and the FDA for these drugs.
So far, only a handful of drugs and therapies have been approved, but the company is still working further to expand and collect data
.
Collaborate with drug developers in China and outside China to conduct clinical trials and expand the impact
of their drugs and therapies.
Build partnerships with key companies around the world to increase visibility and trust
.
In 2021, Zai Lab formally entered into more than 9 new agreements
with Seagen, ARGX, Karuna, Blueprint, Schrodinger, Mirati, MacroGenics and others.
Zai Lab's third quarter 2022 financial results announced in mid-November this year showed that Zai Lab's total revenue reached US$57.
5 million, up 33% year-over-year and 19%
quarter-on-quarter.
Junshi Biologics extended yesterday's rally, and AH shares continued to rise
today.
A shares rose more than 5%, and H shares rose more than 8%.

On the news, the New England Journal of Medicine published a clinical trial report of China's self-developed innovative drugs, saying that the efficacy of VV116 owned by Junshi Biologics is not inferior to Pfizer's oral drug Paxlovid
.
In response to VV116 progress, Junshi Biologics said that it has not yet submitted a listing application, and the regulatory authorities believe that more data support
is needed.
Junshi Biologics said on the investor interactive platform on December 29 that VV116 has completed a phase III study in China and is carrying out a number of international multi-center phase III clinical studies
.
The company has set up a special team and is doing its best to promote the process of relevant research and development work, please refer to the company's announcement for specific progress
.
According to the data, Junshi Biologics is an innovation-driven biopharmaceutical company with complete capabilities of the whole industry chain from innovative drug discovery, global clinical research and development, large-scale production to commercialization
.
From 2012 to 2021, the company continued to develop a variety of drug types covering a wide range of therapeutic areas, including: oncology, metabolic diseases, autoimmune, anti-infection, nervous system, etc
.
At the same time, the company's production base capacity continues to upgrade, and currently has a total of 2 production bases
.
China Biopharma opened 5% higher at HK$4.
83 this morning, hitting its highest
price since July 20.
On the news, China Biopharmaceutical announced last night that its subsidiary Chia Tai Tianqing Pharmaceutical Group signed a promotion agreement for Ensitrelvir Chinese mainland with Ping An Shionogi Co.
, Ltd.
, with a cooperation period of 5 years
.
Through this cooperation, CT Tianqing, a subsidiary of China Biopharma, has become the exclusive marketing partner of Ensitrelvir in Chinese mainland, and will leverage its extensive sales network in China to exclusively promote
the drug to medical institutions.
Ensitrelvir is a novel 3CL protease inhibitor jointly developed
by Hokkaido University and Shionogi Pharmaceutical Co.
, Ltd.
Ensitrelvir inhibits the proliferation
of SARS-CoV-2 by selectively inhibiting 3CL proteases.
According to the report, the drug is mainly aimed at patients with mild disease, and the scope of application covers people
over 12 years old.
In addition, on December 30, Lukang Medicine rose rapidly intraday, rising more than 2% in 5 minutes, and as of 9:32, it was reported at 7.
36 yuan, with a transaction of 86.
4184 million yuan, and a turnover rate of 1.
36%.

Hongbo Pharmaceutical rose rapidly intraday, up more than 2% in 5 minutes, as of 9:38, it was 54.
15 yuan, with a transaction of 30.
8754 million yuan and a turnover rate of 3.
53%.

Kailaiying and Medici rose by more than 6%, Weining Health and Kanglong Chemical rose by more than 5
%.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.