Healthcare · 13.1

Pharmaceuticals

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+12weighted per event

Average gross impact16absolute weighted average

Events14same period

Confidence82%model average

Raw intensity64before weighting

Previous period+22net impact

Gross change-37%

Diffusion speed2.0 / day

Concentration9%

Direction disagreement21%

Source independence99%13 sources

IMPACT TREND

7-day effective impact

Positive 12 · Negative 1 · Mixed 1

+230-23

28 Jul, 010 events

28 Jul, 152 events

29 Jul, 053 events

+16

29 Jul, 194 events

30 Jul, 093 events

30 Jul, 230 events

31 Jul, 130 events

1 Aug, 030 events

1 Aug, 170 events

2 Aug, 070 events

2 Aug, 210 events

3 Aug, 112 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term49%107 cumulative effective impact

Medium term47%102 cumulative effective impact

Long term4%9 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 14 events

Macro1

Macro29 Jul, 18:34positive

Shanghai Guotou Xian Dao Fund: 900 Billion Yuan Mother Funds Invest 565 Billion Yuan

At the 2026 Science and Technology Innovation Industry Integration Development Conference, Wen Zhi, General Manager of Shanghai Guotou Xian Dao Fund, stated that the three major leading industry mother funds total RMB 900 billion, with cumulative investment decisions of RMB 565 billion and disbursements of RMB 340 billion, leveraging over RMB 2.5 trillion in social capital. Direct investments exceed 70% into early-stage and small enterprises, while 55 sub-funds allocate over 80% to such projects. Wen Zhi outlined four practices addressing the challenges of early-stage investing, supported by policies from 2025 and 2026.

Effective: +9
Intensity: 50
Confidence: 75%
Horizon: Long term

Industries2

Industries28 Jul, 21:28positive

China COVID-19 Positivity Rate Hits 16.3% in Week 29 of 2026; Drug Demand Rises for Junshi Biosciences and

China's COVID-19 positivity rate reached 16.3% in week 29 of 2026, up from low levels in the prior week, according to the Chinese Center for Disease Control and Prevention. The virus is at a medium epidemic level overall, with the highest rate among those aged 15-59. In response, Junshi Biosciences and Simcere reported rising demand for their antiviral drugs. Junshi saw a rapid increase in orders from late June, while Simcere's online platform orders grew 48.2% week-on-week, with Shanghai accounting for 22.66% of JD. com orders.

Effective: +10
Intensity: 70
Confidence: 80%
Horizon: Short term

Industries28 Jul, 19:26mixed

15 Pharma Firms in 2026 Fortune 500; Eli Lilly Jumps to 224th as Tirzepatide Tops Global Drug Sales

The 2026 Fortune Global 500 lists 15 pharmaceutical companies, unchanged from 2025 but with reshuffled rankings. Eli Lilly posted the largest leap, rising 112 spots to 224th, with revenue surging 44.7% to $65.179 billion and profit soaring 94.9% to $20.64 billion. Its GLP-1 drug tirzepatide generated $36.507 billion in sales, surpassing Novo Nordisk's semaglutide ($36.1 billion) to become the world's best-selling medicine. Novo Nordisk also gained 35 places, and both companies led profit margins among pharma peers.

Effective: 0
Intensity: 80
Confidence: 90%
Horizon: Medium term

Companies1

Companies29 Jul, 18:53positive

Anke Bio's Wholly-Owned Unit Suhao Yiming Gets NMPA Approval for Terlipressin Acetate API

Anke Bio's wholly-owned sub-subsidiary, Shanghai Suhao Yiming Pharmaceutical Co. , Ltd. , received on July 29 the Chemical API Marketing Application Approval Notice from China's National Medical Products Administration for terlipressin acetate. The active pharmaceutical ingredient will be used to produce terlipressin preparations, which are indicated for gastrointestinal bleeding, genitourinary bleeding, postoperative bleeding, and hepatorenal syndrome.

Effective: +4
Intensity: 40
Confidence: 70%
Horizon: Short term