Today’s pharmaceutical trend resonates with the oversold rebound logic of the market . Most of the recently popular epidemic medications have been adjusted, while the new medical infrastructure has oversold and rebounded.
Specifically:
pharmaceutical business, Pfizer special drug concept Chinese medicine to make up for the emotional gap, the 20-day line received support, and the price limit was reversed. According to the news, Pfizer’s new crown specific drug will be available in Beijing communities. Many community health centers in Beijing: there is no drug yet but training notices have been received.
In terms of news, Shanghai Pharmaceuticals opened sharply higher in early trading with Shionogi to cooperate with the sales of new crown drugs in China, but there was no daily limit.
The next special medicine will depend on who cooperates with Merck, . As real special medicines enter the domestic market, domestic special medicines and miracle drugs are on the decline. The logic is simple, and it's easy to brag, but to truly cure diseases and save lives, you have to rely on technology, not metaphysics.
In terms of operation, Ma Ben picked up a daily limit on China Pharmaceuticals today. After previous analysis to cover the emotional gap, there was an expected difference.
is just like some vaccines . It neither prevents infection nor infection, but it does not prevent severe illness or death. This is a bit like saying that my body armor cannot protect against bullets, but it can protect against artillery shells and atomic bombs .
medical device was newly listed on Nshanwaishan today, and it fell 18.98% immediately. It is too expensive. The price-earnings ratio of is 100 times that of . It is expected that the average price-earnings ratio of similar products will be about 30 times. It is not surprising to cut leeks naked.
As for medical equipment, the new infrastructure branch of traditional Chinese medicine has opened medical, BGI Manufacturing, Aohua Endoscope , and Weili Medical have the highest increase. are all institutional tickets. There was a wave of speculation in October. These targets are of high quality and can be tracked continuously.
chemicals performed generally well today, ibuprofen led Xinhua Pharmaceutical , pulled back the 20 daily line support, and was fished out of the water. The peak of drug speculation during the epidemic has passed, and as the contradiction between supply and demand for mild medications has eased, the future will mostly focus on severe medications, as well as medical equipment and device treatments.
Traditional Chinese medicine performed the worst. Panlong Pharmaceutical, Zhongsheng Pharmaceutical once fell to the limit , Yiling Pharmaceutical specifically adjusted to a new low, Lianhua Qingwen estimated that the highlight moment in this life will be this wave, there are not many traditional Chinese medicines, Ma Ben will not eat, buy or participate.
Medical services Consumer medical care did not perform today, mainly due to the adjustment of consumer stocks. CRO, medical beauty , etc. naturally did not perform. These follow the market trend of Moutai consumer stocks.
Innovative drug quality company InnoCare 20CM fell by the limit. News that patient recruitment for the Phase II study evaluating orelabrutinib in the treatment of multiple sclerosis was suspended caused BeiGene to plummet. Although innovative drug has a narrow escape, this is the future of medicine and is worthy of study. The direction of layout, research, and investment are all high thresholds. In addition, there is a narrow escape, so positions must be dispersed and you cannot bet heavily. The winning rate is low and the odds are high.
To sum up, after the short-term hype climax of medicine, it is still in the ebb period. The strategy of the ebb period is still to protect the profits during the high tide period, and to rotate the structural opportunity bands. At present, the logic of epidemic medication is fading. Watch the epidemic medical equipment, innovative drugs, and potential new direction opportunities.
