
$REMEGEN(09995.HK), $TRANSTHERA-B(02617.HK), and $ALI HEALTH(00241.HK) all rose slightly 😀
The bullish sentiment in Hong Kong's pharmaceutical sector continues. Expectations for ADC licensing overseas, the potential for volume sales of innovative drugs, and the monetization of traffic in internet healthcare have all attracted early capital inflows across the value chain. As the innovative drug theme has progressed to this point, the rotation among individual stocks is more worth watching than the overall sector beta.
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