Are DeepSeek stocks lagging behind in innovative medicines?

The recent strength of pharmaceutical stocks, as well as the Healthcare sector in Mainland Capital Markets, is the revival of interest in the innovative pharmaceutical sector, which makes one want to see a rise in Technology shares in February. Two sectors have experienced major growth after the previous cycle, as well as a single leading army, and a straight expansion To different tracks. If it is possible to take a dip in pharmaceutical stocks at this time, there is some kind of post-IPO power generation at this stage. AS BIOTECH STOCKS CONTINUE TO BENEFIT SIGNIFICANTLY FROM A POLICY PERSPECTIVE, AND THIS RACE IS LIKELY TO LEAD TO MORE OPPORTUNITIES FOR PROFIT GROWTH COMPARED TO FOUR YEARS AGO.

In the second quarter of this year, the growth of the innovative tablet sector, which has been almost ten years since the start of the industry, showed that the data on the trends and quality beds of international conferences have emerged, while the financial sector has rebounded after four years of deep pullback and regained financial strength.

According to the Correct Securities Report, the increase in temperature in the pharmaceutical industry is maximized by the adoption of innovative pharmaceutical business models. RONGTAO INNOVATIVE PHARMACEUTICAL COMPANIES ARE ON THE RISE, BRINGING TO THE MARKET THE FIRM INSIGHT INTO THE SUSTAINABLE FINANCING PORTFOLIO OF INNOVATIVE PHARMACEUTICALS, WHILE BUSINESS DEVELOPMENT (BD) PROJECT REVENUES ARE BECOMING INCREASINGLY ADAPTABLE. The concept behind China Biotech's DeepSeek reflects China's innovative pharmaceutical growth in the global value chain.

Benefit Policy Continues

Industry tends to mature, and there is no need or lack of incentives on the policy front to accelerate the development of innovative medicines. The 2025Government Work Report focuses on supporting innovative drug development, formulating health drug pricing mechanisms, defining innovative drug catalogues, and supporting innovative drug development.

On July 11, the National Health Insurance Bureau started the adjustment of applications for the 2025 National Basic Health Insurance, Life Insurance and Occupational Health Insurance Drug Catalog and the newly established Business Health Insurance Innovative Drug Catalog. As of June 30, the National Health Insurance Bureau and the National Health and Health Administration will support the development of innovative medicines to further improve the chain of innovative drug development, promote the high quality development of innovative medicines to better meet the needs of the population of the population of people, innovative medicines and the industry chain. Industry Chain development looks set to continue well.

Beneficial policies continue to emerge, helping to maintain a high level of innovation and spread throughout the Sector.

Opportunities for a rising tide to spread

Industry maturing and policy support has naturally heated up with the innovative drug sector, with the benefit of the symbol PD-1+, reducing the drug in BD, and then the full spread of the brand name of innovative medicines, so that CRO companies with innovative drug pipelines in the Chinese pharmaceutical industry have an unmistakable increase.

In fact, according to the new pharmaceutical companies in the third line, the commercialization process of their own companies has suffered a long year of losses, adding to the overall industry downturn. IN TODAY'S VOLATILITY, THESE COMPANIES HAVE STARTED TO RECORD INCOMES, WITH DIFFERENT ACHIEVEMENTS, SUCH AS SIHUAN PHARMA (00460.HK) $SIHUAN PHARM (00460.HK)$, SIMCERE PHARMA (02096.HK) $SIMCERE PHARMA (02096.HK)$AND LEE'S PHARMA (00950.HK) $LEE'S PHARM (00950.HK)$, more worth paying attention to.

SIHUAN PHARMA VIEW TODAY'S RESULTS

In this concept, SIHUAN PHARMA's share price has been the strongest in recent months, and since the announcement in mid-May of its new drug, CDK4/6, a new drug called NDA, a new drug called NDA, was licensed by the National Medicines Regulatory Agency to create the first new drugs on the market. Mainly used in the treatment of breast cancer. THE NEWS STARTED A SURGE IN SIHUAN PHARMA IN MAY, RISING NEARLY 2 MONTHS TO A NEW HIGH IN 3 YEARS, AND MORE CHINESE-MADE PHARMACEUTICALS (01177.HK) OVER THE SAME PERIOD.

Moreover, from the results of 2024, the low profit performance in the near year is not undone. The loss ratio compared to the previous 2 years, but the performance of the Core Income-Sourced Drug Business was not good, and the revenue decreased year-on-year 2. The fast-paced Innovative Pharmaceutical Business Revenue Model is limited, and there are pending confirmations, reflecting the acceleration of the Healthcare Business and the same standards, and it is possible to make a big difference to the current (2025) business performance.

LEE'S PHARM'S MULTILATERAL GROWTH DRIVE

LEE'S PHARMA HAS SUCCEEDED IN TRANSFORMING INNOVATIVE MEDICINES. This research-driven biopharmaceutical company has become increasingly successful in the near future after moving towards the development of patents and artificial drugs in recent years.

In 2024, LEE'S PHARMA's operating income increased 33% year-over-year, Shareholder's profit increased by HK$93.09 million and 457.5% year-on-year, and the profit growth was very impressive. The main sources of positive energy are the inclusion of products in the latest edition of the national medicines catalog, such as the increase in sales growth of the pre-LNL injection, selected products in conjunction with the drug collection program, such as the growth of sales growth in the injection of IUD, which drives sales gains.

Patents and counterfeit medicines have now lost nearly 6 percent of the company's revenue, showing growth, while reflecting the company's creative direction in the right direction. LEE'S PHARM'S RESEARCH APPROACH FOCUSES ON NEW DRUG DEVELOPMENT IN KEY THERAPEUTIC AREAS, INCLUDING VASCULAR, WOMEN'S HEALTH, PEDIATRICS, DERMATOLOGY, DERMATOLOGY, AND PHYSICAL SCIENCES. THE REVENUE RATIO OF R&D SPENDING DECREASES YEAR BY YEAR, AND PROFITABILITY CONTINUES TO IMPROVE.

It is noteworthy that China Tumor Medical Co., Ltd. (COF), developed by China Cancer Medical Co., Ltd. (COF), has obtained the regulatory certification of PD-L1, an anti-PD-L1 antibody for the treatment of regenerative or transmigratory myoma of the neck. The company and Adapalamin Plasticine Plasticine, which have been included in most parts of the list of procurement platforms in the United States, are expected to become a growing momentum, and the target results are worth noting. The annual share price is currently subject to correlation, or the trend is expected.

VISIBILITY OF SIMCERE PHARMA RECEIPTS CONTINUES TO INCREASE

SIMCERE PHARMACEUTICALS IS ANOTHER STORY. The 2024 earnings report recorded a net profit of 0.733 billion, mainly due to the increase in innovation medicine revenue compared to the increase in gross profit.

At recent international academic conferences, the company announced the advantages data of its Novicita Antibiotics, Serd, and many ADC products in weight. BOCOM INTL HAS PUBLISHED A RESEARCH REPORT BASED ON THE ABOVE-DESCRIBED BEDSIDE DATA, SHOWING THAT THE COMPANY'S INNOVATIVE PHARMACEUTICALS HAVE A POSITIVE OUTLOOK AND SALES DIVE THROUGH POS ADJUSTMENT.

Recent positive news has not changed, with the company announcing the renewal of NextCure's (NXTC.US) license agreement, which has raised a maximum of US$0.745 billion. BD COLLABORATES AND CONTINUES TO DRIVE INNOVATION IN MEDICINES, AND VISIBILITY CONTINUES TO INCREASE.

After hitting a 52-week high earlier, the stock is now on a three-line rally and will see if it can resume another round of gains.

Next Half Year Sector Performance and Valuation Revision Trend Determination

The recent volatility of innovative drugs has led the market to suspect whether the bubble has burst or adjusted power. However, the general voices in the market believe that the surge is not over.

CITIC recognizes that it is driven by trend optimization of the integration policy, commercial health insurance momentum, the AI industry's growth potential in the external medical environment, and the growth of revenue and tax innovation in the backdrop of pharmaceutical innovation, recognizing the performance of the healthcare industry in the next six months and Valuation trends will be determined and distributed more clearly, and innovation drivers and internationalization+autonomous control+off-street marketing model changes will be more decisive for the next six months.

DeepSeek Reported China Technology Share Valuation, Pricing Changed, Reversing China's AI Model to Certify Innovative Drugs This Surge Is Expressed, More Chinese Pharmaceutical Companies Participated in Combined Acquisitions and Licensing Transactions This First Year, Losing More Than Half of the Global Total, Reacting China's Innovative Drugs Can Be Approved Overseas. The next half year's consolidated performance or higher is a further boost to the Industry's valuation, as the crane share ratio has been higher for dredging vessels, and it is not enough time for the two third-line companies to be able to connect in the next half year.

Author: Philip

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