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ALI HEALTH, JD HEALTH Sag 3-5% as CLSA Says Impact from GLP-1 Online Sales Curbs Limited, Nomura Opines Mkt Overreacted
JD HEALTH (06618.HK) opened flat today and hit an intraday low of HKD42.5. It last reported at HKD42.72, down 5.4%, with turnover of 4.7171 million shares, involving HKD204 million...
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ALI HEALTH, JD HEALTH Sag 3-5% as CLSA Says Impact from GLP-1 Online Sales Curbs Limited, Nomura Opines Mkt Overreacted
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JD HEALTH (06618.HK)  -0.120 (-0.297%)    Short selling $190.87M; Ratio 34.958%   opened flat today and hit an intraday low of HKD42.5. It last reported at HKD42.72, down 5.4%, with turnover of 4.7171 million shares, involving HKD204 million.

ALI HEALTH (00241.HK)  -0.060 (-1.535%)    Short selling $214.48M; Ratio 40.914%   opened 0.24% higher today and reached a high of HKD4.25. It last reported at HKD4.1, down 3.3%, with turnover of 79.9684 million shares, involving HKD330 million.

Related NewsCLSA Cuts ALI HEALTH (00241.HK) TP to HKD4.7; Innovative Drugs Remain Strategic Growth Driver
CLSA cited media reports last Friday (15th) saying that Shanghai required offline pharmacies to accept only paper prescriptions issued by hospitals within three days for the purchase of GLP-1 drugs, triggering market concerns that online sales of related drugs could be restricted, leading to share price declines in JD HEALTH (06618.HK)  -0.120 (-0.297%)    Short selling $190.87M; Ratio 34.958%   and ALI HEALTH (00241.HK)  -0.060 (-1.535%)    Short selling $214.48M; Ratio 40.914%   . However, current regulations allow online sales of diabetes drugs, and all GLP-1 drugs fall into this category.

The broker noted that online sales of GLP-1 drugs remain unaffected at present, and obtaining prescriptions through online hospitals and purchasing the drugs remain smooth. Both JD HEALTH and ALI HEALTH said they have not observed any changes so far and have not received any instructions from regulators. CLSA viewed that even if the relevant restrictions are expanded nationwide, the impact would remain manageable, as GLP-1 drug sales account for a relatively low proportion of online platform sales.

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Related NewsCICC Cuts ALI HEALTH (00241.HK) TP to HKD6.5, Maintains Outperform Rating
Nomura said that recent market concerns over tighter regulation of GLP-1 drug sales was overdone. The report explained that Shanghai tightened GLP-1 drug sales from May 15, requiring presentation of a hospital-issued paper prescription (valid for three days) when purchasing at offline retail pharmacies. The new measure coincided with the formal implementation of the updated Regulation on the Implementation of the Drug Administration Law by the National Medical Products Administration (NMPA), raising concerns about potential restrictions on online sales of GLP-1 drugs.

Nomura estimated that GLP-1 drug sales account for only a low single-digit percentage of JD HEALTH's product sales. Even if stricter enforcement prompts operational adjustments by online platforms, the financial impact on JD HEALTH should be manageable. Potential operational adjustments include ceasing direct promotion of GLP-1 drugs for "weight loss" purposes and strengthening electronic prescription review processes. The broker maintained a Buy rating on JD HEALTH with a TP of HKD67.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-21 16:25.)

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