Pharmaceutical stocks have slowed down their decline today after two days of sharp adjustments. Among them, the new crown specific drug sector once led the gains.
The logic of special medicines is mostly related to the statements about severe illness and death before today’s market opening. As the infection rate rises, mild cases are cured by cold medicines, while severe cases still require medical medical equipment and special medicines to treat them.
The leading new crown specific medicine Shutai Shen rose 17.92% during the day, setting a new high in the stage. It is one of the leading brands of new crown specific medicines. It has exceeded several waves before and is currently rotating to make up for the increase.
After-hours news, Shutai Shen: Plans to submit BDB-001 registration application to NMPA for COVID-19 indications.
Junshi Biotech was obviously lagging behind the hype surrounding the new coronavirus drug.
In addition, Zhongsheng Pharmaceutical , the leader of this wave of COVID-19 drug speculation, is currently rebounding after a wave of substantial adjustments. The speculation logic is superimposed on the second wave of hot money speculation logic of leading companies or counter-packaging. On the market, the speculation of hot stocks in the market has cooled down, but the strong stocks have adjusted for the second wave, and the speculation of monster stocks remains unabated.
According to the news, as before, RAY1216 tablets, an innovative oral anti-new coronavirus 3CL protease inhibitor, has received ethics approval from the unit of the leader of the Phase III clinical trial.
In the afternoon, Chinese Medicine in the deep water area was also brought up. It acted as an agent for Pfizer new crown specific drug. The three daily limit gaps were filled by . There was no emotional gap, and the rest was a real deal with funds. Ma Ben believed that there was an opportunity, and there was an expected difference in the future.
In addition to special medicines and wonderful medical treatments related to ventilators, Jardine Jiaye also led the gains in medical equipment .
Overall, the hype in medicine continues to ebb, but structural opportunities, such as Ma Ben's analysis, from the general increase in total volume to the optimization of structure, still revolve around the main line of the evolution of the epidemic.
In terms of operation, we will continue to avoid traditional Chinese medicine miracle drugs and explore opportunities for chemical drugs and equipment. Of course, in the ebb period after the high tide of short-term , the frequency will slow down appropriately, and the fruits of victory in the previous period will mainly be preserved.
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