China Meheco(SH:600056) Ge Long Hui A P P·2025-10-29 08:21Core Insights - Nomura Securities reports that the fundamentals of Chinese pharmaceutical companies are continuously improving, with a significant increase in investor interest due to advancements in drug research and development [1] - The trend of Chinese pharmaceutical companies entering into licensing agreements with global pharmaceutical firms is expected to continue, supported by increased R&D investments and high efficiency in preclinical and clinical stages [1] - Analysts note a decrease in geopolitical risks, highlighting that WuXi AppTec is excluded from the updated U.S. Biosecurity Law, U.S. pharmaceutical companies are positively inclined towards licensing Chinese drugs, and Chinese firms play an indispensable role in drug development [1] - The recent pullback in pharmaceutical stock prices is viewed as a good buying opportunity [1]