Two factors restricting the outbreak of pharmaceutical stocks still need to wait

The list of basic medicines is still being revised and the new health reform rules have not been announced, the pharmaceutical stocks are still waiting for the rise, but ve is expected to become a hot spot in the market, there is a trend of investment opportunities. The two factors restrict the rise of the plate China Merchants securities that the pharmaceutical sector rose market still need to wait. The main reason is that, first, the list of basic drugs is still in the revision, investment securities to judge some of the second-line exclusive varieties will be excluded. Because these two-line varieties sales scale is not yet over billion, obviously does not conform to the basic drug clinical use of large selection rules. China Merchants Securities are expected to eventually release the list of essential drugs, the exclusive variety, its benefits are scarce and certainty, still optimistic about the exclusive brand of Traditional Chinese medicine tasly (compound danshen dripping pill), Yunnan white powder (4 central-type products, pharmaceutical drugs, capsules,　　Aerosol and Palace Blood Ning capsule) and Donga Donkey-hide gelatin (compound donkey-hide gelatin pulp) into the basic drug catalogue after the increase in volume growth opportunities.　　Second, the market still needs to await the announcement of the new medical reform rules, the regional business mixer will benefit from the direct distribution of basic drugs and the "unified bidding of level 123 medical institutions", focusing on the recommendation of the Chinese medicine, the consistent pharmaceutical industry and Shanghai Pharmaceutical. In addition, from the announcement of listed companies, the North China pharmaceutical company announced a recent announcement, the proposed 166 million yuan to acquire new drug companies 77.84% of the acquisition price (Pb 2.98 times times), Merchants Securities believe that the acquisition is completed after the company will hold a new drug company 97.9% Equity. The immunosuppressive agent of New drug company is our country only has 2 domestic immunosuppressive agents among them 1, 2008 sales scale of 200 million yuan, the company is originally research and development company, sales weak, this year into the North China Pharmaceutical, the company will set up a professional sales force clinical promotion, the future growth prospects are worth watching. China Merchants Securities reiterated that the Chinese pharmaceutical group restructuring, the introduction of strategic investors, the overall listing direction of the judgment, DSM has a cash-sharing group of 9.7%, follow-up will continue to introduce other strategic investors.　　And for the May 20 medicine group Chinese pharmaceutical company formally announced the resumption of legal personality, China Merchants Securities look forward to the end of June Medicine group and on the real group to resolve related transactions of the asset restructuring program. ve into the market hot spot investment securities, I have a trend of investment opportunities, the recent focus on Zhejiang Medicine, the second half of the focus on new synthesis and Zhejiang medicine.　　New and into the recent announcement, the company's VA due to the decline in order demand and inventory, will be from late May to August late production, ve due to equipment aging will be from late June to August production overhaul. And according to the tracking of China Merchants Securities, a few days ago in Xian and Chengdu raw Materials Congress, VE manufacturers and dealers inventory of basic digestion finished, demand orders have been restored to 2008 of 70% to 80%, the current price began to recover the rise. ve price reached 250 yuan/kg peak value in October 2008, began to fall last November, until May 110 yuan/kg lowest. In addition, the global ve pricing rights are mainly controlled by the DSM, it is learned that the DSM ve will be due to aging equipment needs to be discontinued maintenance for two months, and Zhejiang pharmaceutical ve equipment is newer, is expectedOnly two weeks of downtime are required this year.　　Investment securities to determine the price of ve rising trend of basic establishment, proposed recent attention to Zhejiang Medicine, the second half of the focus on new synthetic and Zhejiang medicine trend investment opportunities. In addition, in the case of new influenza, China has so far confirmed cases are imported cases, who still maintain level 5, new flu symptoms and seasonal influenza close to a higher cure rate, the world is still strict strict controls.　Relevant units may also be duly concerned. China Merchants Securities