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<Research>CMBI Expects Limited Impact on CXO from Upcoming US Tariffs on Innovative Drugs
Recommend 28 Positive 38 Negative 10 |
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CMBI has released a report predicting that Sino-US innovation cooperation will continue, with a revival in domestic demand for innovative R&D in China. The MSCI China Health Care Index has risen by 74.0% YTD, outpacing the MSCI China Index by 37.3%. Due to the recovery of capital market financing and the increase in the scale of overseas transactions of innovative drugs, there has been a warming demand for domestic innovative drug R&D. Coupled with US interest rate cuts, the CXO industry is estimated to experience performance recovery in 2H25. In the broker's opinion, China's abundant talent pool of engineers and scientists, along with its efficient and cost-effective clinical trials and drug production capabilities, are the core competitive advantages of its pharmaceutical innovation. It is expected that China's drug innovation R&D and manufacturing capabilities will continue to empower global pharmaceutical companies, and the US tariffs on innovative drugs will only have a limited impact on the CXO sector. Stock | Investment Rating | Target Price (HKD) 3SBIO (01530.HK) | Buy | 37.58 GIANT BIOGENE (02367.HK) | Buy | 71.30 WUXI XDC (02268.HK) | Buy | 74.00 GUSHENGTANG (02273.HK) | Buy | 48.28 SINO BIOPHARM (01177.HK) | Buy | 9.40 INNOVENT BIO (01801.HK) | Buy | 109.4 AAStocks Financial News |
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