According to statistics from Databao, in the past 5 trading days (August 29 to September 2), about 389 companies in the two cities have received attention from institutions.
Among them, the pharmaceutical and biological track has been investigated by institutions, and a total of 43 listed companies have been investigated, including Jun Real Life, Aohua Endoscopy, Mindray Medical, Tofflon,
etc.
25 pharmaceutical and biological companies were surveyed by more than 20 institutions! (Image source: Pharmaceutical Network)
5 pharmaceutical and biological companies receive more than 100 institutions
5 pharmaceutical and biological companies receive more than 100 institutions
In the list of pharmaceutical and biological companies surveyed by institutions, a total of 25 companies have received more than 20 institutions for investigation, and 5 companies have received more than 100 institutions
.
Among them, Junshi Biology has attracted a lot of attention, with a total of 247 institutions focusing on investigating the pharmaceutical company; followed by Aohua Endoscopy, with 228 institutions participating in the research; in addition, Mindray Medical, Tofflon, Xiangyu Medical They were all investigated by more than 100 institutions, and the number of institutional investigators was 164, 154, and 127 respectively
.
Judging from the issues of institutional concern, Junshi Biosciences focused on investors' main concerns about "the domestic commercialization of toripalimab", "the FDA's review progress of toripalimab", "the progress of VV116 Clinical and approval progress", "anti-BTLA monoclonal antibody progress and expectations", "future product launch plan" and other issues
.
The company said that from 2022-2023, it is expected to enter the outbreak period of new molecules and new indications, and strive to achieve the goal of 3-5 new molecules being approved each year and 10-15 indications increasing in the future
.
Aohua Endoscopy responded to the company's product development ideas that the agency was concerned about.
The company stated that its underlying logic was the improvement of the total product power score
.
At the same time, the company will develop some unique products based on the needs of Chinese clinicians, such as the company's soft mirror robot products
.
Mindray Medical, a leading domestic medical device company, asked about "how much room for growth will the growth engine of internationalization bring to the company's performance in the future", and said that Mindray has deployed three production lines and four high-potential businesses corresponding to The domestic accessible market space is about 120 billion yuan.
In the future, the market led by large developing countries such as India, Russia and Brazil will become an important driving force for the company's sustained and rapid growth
.
In addition, Tofflon, the leading domestic pharmaceutical equipment company, mentioned the company's international layout in the second half of the year and the next two to three years that the organization is concerned about.
At present, the company's product line has reached the whole region coverage, and the international product line is also increasingly Therefore, the growth rate of the company's international revenue will gradually increase in the future
.
12 pharmaceutical stocks saw positive share price growth during the period
12 pharmaceutical stocks saw positive share price growth during the period
In terms of growth rate, among the 25 companies that have been investigated by institutions in the past 5 trading days, Aohua Endoscopy, Mindray Medical, Tofflon, Xiangyu Medical, Xinye, Xiangsheng Medical, Borui Pharmaceutical, Alice, Tai During the period, 12 pharmaceutical stocks including Enkang, Liuyao Group, Tonghe Pharmaceutical, and Lifang Pharmaceutical achieved positive growth in their share prices
.
From the perspective of the stocks with the highest increase, among them, Xiangsheng Medical rose as high as 15.
93%, followed by Lifang Pharmaceutical and Ailes, with an increase of 14.
37% and 10.
50% respectively
.
Half of the companies surveyed have achieved growth in performance
Half of the companies surveyed have achieved growth in performance
In terms of performance, 14 of the 25 pharmaceutical and biological companies achieved positive growth, including Mindray Medical, Tofflon, Adopt Shares, New Industries, Kanglong Chemical, Puli Pharmaceutical, Liuyao,
etc.
Among them, the net profit attributable to the parent company of two companies in the first half of the year increased by more than 50% year-on-year, namely Adopt Shares and Xiangsheng Medical.
The net profit attributable to the parent company in the first half of the year increased by 62.
64% and 60.
52% year-on-year respectively
.
Another 3 companies have doubled their net profit attributable to their parent.
Among them, CXO’s leading company, Asymposium, performed particularly well.
In the first half of 2022, its net profit attributable to its parent was 1.
74 billion yuan, a year-on-year increase of 305.
31%.
Profits also increased by more than 100% year-on-year, with year-on-year increases of 134.
16% and 183.
71% respectively
.
Wind data shows that as of August 30, 29 A-share CXO companies have disclosed semi-annual reports, and more than 70% of CXO companies have achieved net profit growth in the first half of the year
.
Many brokerages believe that the current CXO industry is still in a period of high prosperity, and the performance of leading companies is expected to continue to grow rapidly
.
However, there are increases and decreases, such as Junshi Bio, Purui Ophthalmology, Yunnan Baiyao, Borui Bio, etc.
The net profit attributable to the parent decreased.
Among them, Junshi Bio’s net profit in the first half of the year decreased by 922 million yuan compared with the same period of last year, a decrease of 10792.
97% year-on-year.
The reason is the decrease in the company's operating income and the company's increased investment in research and development for the expansion of research and development pipelines and the rapid advancement of research and development projects
.
