Mabwell Bioscience, Xiangyu Medical Among 11 STAR Market Pharma Stocks Receiving Dual Capital Inflows

　　【Pharmaceutical Network Medical Stock Market】Data statistics show that on January 2, the financing balance of 358 STAR Market stocks increased sequentially. Among them, 67 stocks were增持 (increased holdings) by Northbound funds, and 47 stocks were collectively increased by both major funds. The stocks collectively increased by both major funds are concentrated in the electronics and pharmaceuticals and biotechnology industries. In the pharmaceuticals and biotechnology industry, there are 11 such stocks.
 

From the perspective of the increase in Northbound funds, among the 11 STAR Market pharmaceutical stocks, Mabwell performed prominently, gaining an increase of 15.83 million yuan in Northbound funds, with a financing balance increase of 478,300 yuan. The closing price of the stock on that day was 30.96 yuan, with the share price falling by 5.29%.
 

Public information shows that Mabwell is an innovative biopharmaceutical company with a fully integrated industrial chain. The company mainly focuses on the treatment areas of autoimmune diseases, oncology, metabolism, ophthalmology, and infectious diseases, establishing a rich and competitive pipeline. Currently, there are 14 varieties at different stages, including 10 innovative varieties and 4 biosimilars. Among them, 2 varieties have been launched, 2 varieties have had their drug marketing authorization applications accepted, and 3 varieties are in the critical registration clinical trial stage.
 

In terms of news, domestically developed ADC pipelines in China are gradually entering the harvest period. Huatai Securities believes that ADC is a field where domestic companies have global advantages in molecular development and clinical layout, and the industry dividend is expected to be gradually realized. Attention should be paid to leading companies in this field and industrial chain enterprises with robust CMC processes and GMP production capacity.
 

Recently, Mabwell stated during an investor research meeting that the company will focus on developing the ADC field. Currently, it has three innovative products in clinical stages: the Nectin-4-targeted ADC (9MW2821), which ranks second globally in terms of progress; the Trop-2-targeted ADC (9MW2921); and the B7-H3-targeted ADC (7MW3711). Compared to similar competing products, 9MW2921 and 7MW3711 are expected to have differentiated positioning in clinical practice. Recently, the Trop-2 ADC and B7-H3 ADC have both completed the first patient dosing.
 

Following this, Sunnyou received an increase of 8.899 million yuan in northbound capital and a rise of 212,300 yuan in its financing balance. The stock closed at 49.60 yuan, with a decline of 6.92%.
 

Sunnyou is in the rehabilitation medical device sector. The company is committed to the independent research, development, production, promotion, and sales of intelligent rehabilitation equipment in areas such as orthopedic rehabilitation, neurological rehabilitation, critical care rehabilitation, pain rehabilitation, postpartum rehabilitation, and integrated medical-care solutions. It assists in building a smart rehabilitation service system that covers all demographics, all disease categories, and the entire life process.
 

The overseas prospects of China-produced medical devices are optimistic. Sunnyou Medical recently stated in a research report that the company has already obtained foreign market access certificates for dozens of products. To accelerate the overseas expansion process, the company has established a registration department under the International Business Department, focusing on CE, FDA, and other international certifications. In addition, to leverage regional technical advantages, the company relies on its seven major R&D centers to establish long-term scientific research cooperation with many domestic and international research institutions and enterprises. Meanwhile, it has set up foreign trade offices to form a globally oriented R&D system.
 

In addition, Amoytop Biotech, Huaheng Biotech, and MICRO·TECH all received increased holdings of over 5 million yuan from northbound funds, with increases of 8.3932 million yuan, 7.0802 million yuan, and 6.8042 million yuan respectively.
 

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Minsheng Securities recently released a research report indicating that in the first quarter of 2024, the two key areas of focus will be pharmaceutical innovation and new pharmaceutical consumption. The peptide-related industry continues to maintain high prosperity, particularly the GLP-1 related industrial chain in the first quarter of 2024.CatalystContinuously, key attention can be paid. In the field of innovative drug BD cooperation, progress continues to emerge. Looking forward to 2024, ADC, autoimmune, bispecific antibodies, and other directions are expected to become new growth points. In the pharmaceutical new consumption sector, sub-directions such as hearing aid chains, CGM, anti-hair loss solutions, and contract manufacturing of contact lenses deserve significant attention.
 

Disclaimer: Under no circumstances shall the information or opinions expressed in this article constitute investment advice to any person.