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Disdained by the market! Goldman Sachs: Today's pharmaceutical stocks are like "Coal Industrial Concept during the ESG peak period".
Goldman Sachs traders believe that the current trading performance of pharmaceutical stocks resembles "Energy stocks at the peak of the ESG era - as if they are about to perish," with the Sector's valuation relative to the S&P 500 Index having fallen to a historic low, creating the largest discount on record.
China Securities Co.,Ltd. is bullish on pharmaceutical companies participating in industry consolidation domestically and actively exploring overseas markets.
Looking ahead to future investment opportunities in the Industry, the bank is Bullish on pharmaceutical companies stabilizing their domestic foundations, actively participating in industry consolidation, managing the rhythm and path externally, and proactively exploring overseas markets.
The Concept of Innovative Drugs has been severely attacked! Trump suddenly posts: We need to reduce drug prices in the USA by up to 80% immediately!
① The President of the USA, Trump, will sign an executive order on Monday aimed at reducing the prices of USA prescription pharmaceuticals and medications by 30% to 80% immediately; ② The executive order will implement a "most-favored-nation policy," aligning the prices paid in the USA with those of the country with the lowest drug prices in the world; ③ Trump referred to this executive order as "one of the most important executive orders in USA history," expecting it to save trillions of dollars.
Trump wants to impose tariffs on Pharmaceuticals: Pharmaceutical companies are busy stockpiling, and the import volume in the USA surged in March.
① The volume of Pharmaceutical imports in the USA surged in March, as pharmaceutical companies stockpiled products in anticipation of potential tariffs; ② A report released by the US Department of Commerce on Tuesday showed that the total value of Pharmaceutical imports in March exceeded 50 billion USD, equivalent to 20% of the total Pharmaceutical imports for the entire year of 2024.
Investors in Genscript Biotech (HKG:1548) From Three Years Ago Are Still Down 51%, Even After 7.1% Gain This Past Week
Zhitong Hong Kong Stock Early Knowledge | The Ministry of Industry and Information Technology released the key points of automotive standardization work for 2025, ahead of schedule conducting research on the standardization needs of new business formats s
The Ministry of Industry and Information Technology released the key points for vehicle standardization work in 2025. It proposed to proactively layout standards research in cutting-edge fields. Analyzing and assessing the development trends of cutting-edge technologies and potential application scenarios, identifying and evaluating the future direction of vehicle standardization development, promoting the formulation and release of standard sub-systems for automotive AI, Solid State Battery, electric vehicle battery swapping, and initiating the construction of standard systems for new fields such as data governance and application, while conducting advanced research on standardization needs for new business formats like flying cars.
Genscript Biotech Corporation's (HKG:1548) P/S Is Still On The Mark Following 29% Share Price Bounce
