B[CRO concept repeatedly active, Yiqiao Shenzhou rose more than 10%] On September 23, the CRO concept repeatedly became active, Yiqiao Shenzhou rose more than 10%, Nanhua Biotech hit the daily limit, Yinuosi, Aoxiang Pharmaceutical, Porton Biotechnology, and Heyuan Biotech followed the rise. In terms of news, the latest research report from Huayuan Securities pointed out that the innovative drug industry is improving in multiple dimensions, and the demand for CRO is gradually recovering. China's dual-sided policy environment for approval and payment of innovative drugs has improved, clinical CRO demand continues to recover, and the market is expected to continue to expand. B[CRO concept concept continues to rise, Yiqiao China's 20cm daily limit] On September 22, CRO concept concept continued to rise during the session, and Yiqiao China's 20cm daily limit was reported. Previously, Nanhua Biotech had four consecutive boards, Novozymes, and Yiyi Pharmaceuticals rose by more than 10%. Baihua Pharmaceuticals, Yao Shi Technology, Beida Pharmaceuticals, Wanbang Pharmaceuticals, and Nearshore Protein quickly followed suit. On the news, Caitong Securities Research reported that domestic pharmaceutical companies’ overseas licensing transactions for new drugs have driven the gradual recovery of investment and financing, and the demand for biotech research and development has rebounded. The AI pharmaceutical transmission chain has entered a forward cycle, and the model of iteration from accelerated design to wet experiment verification and back-infusion AI model has been initially established, taking the lead in benefiting upstream protein synthesis, pre-clinical CRO and other links. A[Innovative drugs, CRO concepts expand, and nearshore proteins and other stocks hit their daily limit] On September 17, innovative drugs and CRO concepts expanded their intraday gains, with nearshore proteins hitting their daily limit of 20cm. Previously, Jinshi Yaoyao and Baihua Pharmaceuticals hit their daily limit. Jiankai Technology, Wanbang Pharmaceuticals, and Bepsis rose by more than 10%. Yiqiao Shenzhou, Sanyuan Gene, Dongfulong, and Hongbo Pharmaceuticals were among the top gainers. B[CRO concept rebounded in shock, Optima rose by more than 10%] On September 8th, the CRO concept rebounded in the afternoon, with Optima rising by more than 10%, followed by Biocytogen, Nearshore Protein, Wanbang Pharmaceuticals, Hongbo Pharmaceuticals, Haoyuan Pharmaceuticals, Aileen, etc. According to the news, Istevir Hydrochloride Tablets, an innovative drug jointly developed by West Lake University, West Lake Laboratory, and West Lake Pharmaceutical (Hangzhou) Co., Ltd., has been officially approved for marketing by the National Medical Products Administration with conditions. Epresvir is the first domestic original drug approved for marketing with the help of artificial intelligence (AI)-assisted research and development. A[CRO concept continues to adjust, Baihua Pharmaceutical drops by the limit] August 31st, the CRO concept continued last week's adjustment in early trading, Baihua Pharmaceutical fell by the limit, Purixisi, Wanbang Pharmaceutical fell more than 10%, CanSino, Nearshore Protein, Chengdu Pioneer, Yiqiao Shenzhou, etc. followed suit.
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