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<Research>BOCOMI: Multiple Tailwinds for Pharma Sector, Trend Moving Upward Steadily
The pharma sector is on a steady upward trajectory and is expected to mark a pivotal turning point this year, according to a report from the BOCOMI.As short-term policy disruptions...
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<Research>BOCOMI: Multiple Tailwinds for Pharma Sector, Trend Moving Upward Steadily
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The pharma sector is on a steady upward trajectory and is expected to mark a pivotal turning point this year, according to a report from the BOCOMI.

As short-term policy disruptions have largely been resolved, more favorable policies are likely to be implemented. The industry is set for strong earnings growth over the next two years alongside gradual upward revision in short-term earnings forecasts. Besides, the ongoing boom in innovative drug exports will remain a positive factor.

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Looking ahead to 2H25, BOCOMI estimated the pharma sector to benefit from macroeconomic recovery, the interest rate cut cycle, and supportive policies. Future opportunities will come from currently undervalued stocks with clear long-term growth potential and abundant catalysts.

In terms of innovative drugs, BOCOMI expected leading biotech giants to reach a turning point in their profit and loss balance. It recommended AKESO (09926.HK)  +0.300 (+0.366%)    Short selling $71.65M; Ratio 10.744%   , REMEGEN (09995.HK)  -1.300 (-2.748%)    Short selling $6.40M; Ratio 1.678%   , and SKB BIO-B (06990.HK)  +6.600 (+1.989%)    Short selling $126.69M; Ratio 31.932%   .

Regarding the prescription drug segment, the broker suggested focusing on stocks with short-term results growth and long-term innovation-driven value. Its key recommendation was SIMCERE PHARMA (02096.HK)  +0.220 (+1.794%)    Short selling $20.25M; Ratio 9.376%   . When it came to the CXO space, the broker was optimistic about WUXI XDC (02268.HK)  +0.700 (+1.707%)    Short selling $7.94M; Ratio 4.495%   and GENSCRIPT BIO (01548.HK)  +1.180 (+8.780%)    Short selling $71.78M; Ratio 10.944%   instead.

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For the private hospital sector, the broker preferred GUSHENGTANG (02273.HK)  -0.250 (-0.659%)    Short selling $22.29M; Ratio 21.400%   and HYGEIA HEALTH (06078.HK)  +0.180 (+1.145%)    Short selling $10.70M; Ratio 14.784%   for their strong short-term growth certainty and clear long-term expansion paths, though it also highlighted the significant policy dividend effect for JXR (01951.HK)  +0.080 (+2.787%)    Short selling $19.15M; Ratio 9.980%   .
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-06 16:25.)

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