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Pacific Securities: generic drugs going out to sea is expected to open the growth ceiling of the Securities Times. Pacific Securities Research News pointed out that 374 varieties were included in the first nine batches of generic drugs, and the collection entered the second half of the process. at the same time, the policy margin is improved and the collection rules are optimized. the risk of collection has been gradually cleared. With the weightPowerball2021...
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Pacific Securities: generic drugs going out to sea is expected to open the growth ceiling of the Securities Times. Pacific Securities Research News pointed out that 374 varieties were included in the first nine batches of generic drugs, and the collection entered the second half of the process. at the same time, the policy margin is improved and the collection rules are optimized. the risk of collection has been gradually cleared. With the expiration of important patented drugs, the market space for generic drugs will continue to expand. The stable profits of imitation pharmaceutical companies provide a safe margin for the company's valuation, the transformation of superimposed innovation is expected to usher in valuation reshaping, and going out to sea is expected to open the ceiling of growth. It is suggested to pay attention to: 1) companies with mature products, perfect academic promotion, strong project establishment ability and good certainty of future performancePowerball20212) innovative drug pipelines have entered the cashing stage, and companies with high flexibility in valuation repair, such as Jingxin Pharmaceutical, Yifan Pharmaceutical, and so on. Proofread: Peng Qihua
