$WUXI XDC(02268.HK) rose by five or six points; the story of ADC outsourcing capacity continues to lead in the sentiment of Hong Kong's innovative drug sector; $PHARMARON(03759.HK) saw a slight increase.
On the US stock side, it's the opposite: $Moderna(MRNA.US) fell by nearly four points, with trust repair for its mRNA pipeline still far off; $Novo Nordisk AS(NVO.US) dipped slightly, as the competitive landscape for weight-loss drugs is being repriced daily.
CXOs rely on order certainty, while large pharma bets on pipeline expectations. Going long on Chinese capacity and watching the US pipeline has become a worry-free combination for this period 😷
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