葛兰、赵蓓出手,多位知名基金经理“现身”

Core Viewpoint - Several well-known public fund managers, including Ge Lan, Zhao Bei, and Zhu Shao Xing, have participated in the private placement of the innovative drug leader Bai Li Tian Heng during a period of market adjustment in the innovative drug sector [2][11]. Fund Participation - Ge Lan's fund, the China Europe Medical Health Mixed Fund, subscribed to 1,855,877 shares of Bai Li Tian Heng at a total cost of approximately 588.31 million yuan, representing 1.79% of the fund's net asset value [4][7]. - Zhao Bei's funds subscribed to a total of approximately 2.79 billion yuan worth of Bai Li Tian Heng shares across multiple funds, including 94,637 shares from the Industrial Bank of China Medical Insurance Industry Fund [8][9]. Market Context - The innovative drug sector has experienced a recent adjustment after a prior surge, with the innovative drug index showing a decline of 1.96% as of September 23, 2023 [14][15]. - Analysts suggest that the market is rebalancing between long-term prospects and short-term risks, with some stocks being overvalued after previous increases [17]. Future Outlook - Ge Lan remains focused on the innovative drug and medical device sectors, while Zhao Bei is optimistic about trends in refractive surgery technology and dental implants [17]. - Zhang Wei emphasizes investment in innovative drugs with global competitiveness and high-barrier medical equipment [17].