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恒瑞医药:2025 年第四季度业绩回顾- 符合预期;强劲产品周期支撑 4 款新药 30%+ 增长目标
2026-03-30 05:15
27 March 2026 | 12:26AM HKT Equity Research Hengrui Medicine (600276.SS): Earnings Review: 4Q largely in line; strong product cycle supports 30%+ growth targets for novel drugs in 4Q product sales in line: Product sales of Rmb7.2bn (+10% y/y), were in line with our estimate (GSe Rmb7.2bn), while licensing income came higher than our estimates (Rmb1.2bn recognized in 4Q vs. GSe Rmb661mn), as US$100mn out of a US$500mn upfront payment from the GSK deal was booked in 4Q (vs. our expectation for it to be reflec ...
高盛股票策略-市场转向,供应链扰动、医药供应链安全与 AI 及本周重点研究展望-GS Equity Radar_ Shifting macro, supply chain disruption, security of supply and AI in Pharma plus key research and Week Ahead
Goldman Sachs· 2026-03-30 05:15
27 March 2026 | 4:19PM GMT Equity Research GS EQUITY RADAR Shifting macro, supply chain disruption, security of supply and AI in Pharma plus key research and Week Ahead Moving macro pieces. Our macro colleagues have adjusted forecasts for a 6-week conflict (to 10 April) which takes up our oil forecast and brings down growth in Europe and the US (former more sensitive), while pushing up inflation. In Europe, Jari Stehn is now assuming two rate hikes for the ECB but interestingly, no hike from the BOE given f ...
中国医疗-中东冲突:防御性配置,情绪面重于基本面-China Healthcare_ Middle East Conflict – Defensive tilt_ Sentiment over fundamentals
2026-03-30 05:15
24 March 2026 Equity Research Report China Healthcare Equities Middle East Conflict – Defensive tilt: Sentiment over fundamentals Limited direct MENA exposure in the short term. Wind A/H Healthcare corrected 4%/6% since Middle East geopolitical tensions (CSI300/ HSI Index down 3%/5%). We see the short-term impact concentrated in energy- and commodity-sensitive subsectors such as APIs and medical consumables. Rising oil and logistics costs create margin dispersion: higher-end exporters with pricing power can ...
15 Large-cap Stocks with Highest Dividends
Insider Monkey· 2026-03-30 04:59
In this article, we are going to discuss the 15 large-cap stocks with highest dividends.Large-cap stocks are usually issued by established companies with long track records. These are often well-known names that have been operating for years. Many of them are referred to as “blue chips,” known for producing reliable goods and services while maintaining steady growth and consistent dividend payments.These companies often hold strong positions in their industries. Their brands are widely recognized, often by ...
Eli Lilly seeks higher NHS drug prices, rebate overhaul to restart UK investment, FT reports
Reuters· 2026-03-30 04:49
Eli Lilly and Company's logo is displayed during a press conference in Houston, Texas, U.S., September 23, 2025. REUTERS/Antranik Tavitian/File Photo Purchase Licensing Rights, opens new tab March 30 (Reuters) - Eli Lilly (LLY.N), opens new tabwants the UK to regularly raise NHS drug prices and phase out a multi-billion-pound rebate scheme if it is to resume investment, its international businesses president Patrik Jonsson told the Financial Times. Eli Lilly seeks higher NHS drug prices, rebate overhaul to ...
Middle East Conflict Escalates as Iran Strikes US Bases; Global Markets Shaken by Strait of Hormuz Crisis
Stock Market News· 2026-03-30 04:38
Key TakeawaysIranian missile and drone attacks on U.S. military bases across Bahrain, Kuwait, Qatar, and the UAE have triggered a global security crisis, sending shockwaves through energy and commodity markets.Platinum prices surged 3% to $1,919.64 per ounce as geopolitical risk premiums spiked, while Asian equity markets saw sharp declines, with the Philippine stock index dropping 2.5%.The Strait of Hormuz crisis is threatening 20% of the world's oil and LNG supply, causing major industrial delays for firm ...
ROSEN, TOP RANKED INVESTOR COUNSEL, Encourages Disc Medicine, Inc. Investors to Inquire About Securities Class Action Investigation - IRON
TMX Newsfile· 2026-03-30 02:58
New York, New York--(Newsfile Corp. - March 29, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Disc Medicine, Inc. (NASDAQ: IRON) resulting from allegations that Disc Medicine may have issued materially misleading business information to the investing public.SO WHAT: If you purchased Disc Medicine securities you may be entitled to compensation without payment of any out of pocket fees or costs through a ...
INO DEADLINE: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Inovio Pharmaceuticals Inc. Investors to Secure Counsel Before Important April 7 Deadline in Securities Class Action - INO
TMX Newsfile· 2026-03-30 02:53
New York, New York--(Newsfile Corp. - March 29, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Inovio Pharmaceuticals, Inc. (NASDAQ: INO) between October 10, 2023 and December 26, 2025, inclusive (the "Class Period"), of the important April 7, 2026 lead plaintiff deadline.SO WHAT: If you purchased Inovio securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arra ...
ULTRAGENYX DEADLINE: ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Ultragenyx Pharmaceutical Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important April 6 Deadline in Securities Class Action - RARE
TMX Newsfile· 2026-03-30 02:48
New York, New York--(Newsfile Corp. - March 29, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) between August 3, 2023 and December 26, 2025, inclusive (the "Class Period"), of the important April 6, 2026 lead plaintiff deadline. SO WHAT: If you purchased Ultragenyx common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingenc ...
Eli Lilly, InSilico Strike AI Drug Discovery Deal
WSJ· 2026-03-30 02:12
Hong Kong-listed InSilico sad the deal could be valued at as much as $2.75 billion. ...