DRG reform is good for innovative pharmaceutical companies, and Hang Seng Medicine ETF (159892) has risen by more than 3%!
Author:Capital state Time:2022.07.20
Hang Seng Pharmaceutical ETF (159892) opened high, reproducing the strong trend of Hong Kong stock pharmaceutical track. Product holding stocks include Yaoming Biological, Chinese Biopharmaceuticals, Ali Health, JD Health, etc. Large -scale leading companies listed in Hong Kong. Judging from the market market, the Kangfang creatures in the position of the positions lead the increase in the gains of over 9%, Rongchang Biology, Ding Ding Pharmaceutical, Nuohui Health, and Minimally Invasive Robot. New medicine for intensive muscle weakness.
Recently, the relevant departments issued the "Notice on the Administrative Measures on the Administration of CHS-DRG Pharmaceutical New Technologies". Oriental Securities believes that this marks the gradual scientific and improved medical insurance payment policy, and the individual payment for innovative categories that truly meet the needs of patients and have positive clinical data will guide enterprises to actively innovate and return to clinical value while benefiting patients. The plan is expected to be promoted in more areas in the future. Under the encouragement of this policy, innovative drugs and innovative equipment that really have clinical value benefits directly, and it is expected to stand out quickly. In addition, innovation is still an inevitable trend in the industry, and subdivisions such as CXO are also expected to continue to benefit.
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