Several pharmaceutical companies are concerned about market rumors that the US may impose restrictions on innovative drugs from China, but believe that these rumors will not currently affect the prospects for Chinese innovative drugs to go global.
After yesterday's sharp drop, Hong Kong's innovative drug stocks rebounded across the board today. As of press time, Alphamab Oncology B shares rose over 14%, Hutchison MediPharma rose over 6%, Zai Lab and Lepu Biopharmaceuticals B shares rose over 5%, and CASI Biopharmaceuticals B shares rose over 4%. Several pharmaceutical companies responded to market rumors that the US may impose restrictions on innovative drugs from China, but they believe these rumors do not currently affect the overseas expansion of Chinese innovative drugs. Market analysts believe that leading biotech companies, represented by BeiGene and Innovent Biologics, are expected to achieve a profitability inflection point in 2025 and maintain high growth thereafter. With the improvement of industrialization capabilities and the expansion of product lines, more biotech companies are expected to enter a profit cycle in the future.