27 Jiangsu pharmaceutical companies collectively collect 120 billion!

Recently, the 2020 performance reports of listed pharmaceutical companies have been released intensively.

The performance of some listed pharmaceutical companies in Jiangsu (unit: 100 million yuan)

Note: with * is the performance report, ** is the performance forecast

Source: Listed company announcement

According to incomplete statistics, among A-share and Hong Kong-listed pharmaceutical companies, 27 companies are located in Jiangsu Province (based on their registered addresses), including Hengrui Pharmaceuticals, Hausen Pharmaceuticals, WuXi PharmaTech, Enhua Pharmaceuticals, and Jianyou Shares, Kangyuan Pharmaceutical, etc.

The total operating income of 27 pharmaceutical companies exceeded 120 billion yuan, and Hengrui Pharmaceuticals, Nanjing Pharmaceuticals, and WuXi AppTec 3 companies exceeded 10 billion yuan; 14 pharmaceutical companies showed positive growth, and Nanwei, Frontier Bio-U, and Shuoshi Biotechnology exceeded 100%, of which Nanwei shares and Shuoshi Biotech mainly benefit from the sales of new crown epidemic-related products such as epidemic prevention supplies and nucleic acid detection reagents; Yasheng Pharmaceutical, Zejing Pharmaceutical-U, and Corning Jereh Pharmaceutical-B have no product realization yet commercialize.

In terms of net profit, the total net profit of 27 pharmaceutical companies attributable to the parent company exceeded 10 billion yuan, while the three companies including Hausen Pharmaceuticals, Hengrui Pharmaceuticals, and WuXi AppTec Wei shares and Shuoshi Biotechnology exceed 100%.

In the current pharmaceutical environment, most companies are aware of the importance of innovation and continue to increase R&D investment to enrich the company’s R&D pipeline.

Hengrui Pharmaceuticals: R&D investment is nearly 5 billion, PD-1 is sold at 4.

From the perspective of business segments, the revenue of the oncology drug segment has maintained rapid growth for many consecutive years, reaching 15.

Faced with the challenges brought by the impact of the epidemic, industry changes and increased competition, Hengrui Pharmaceuticals vigorously implements two strategies of innovation and internationalization.

Up to now, Hengrui Medicine has more than 70 innovative drugs (excluding the new indications for the development of new drugs on the market) at the stage of clinical approval and above, of which 6 new drugs have been applied for listing, and 14 new drugs have entered phase III clinical trials.

Hengrui Medicine has entered Phase III clinical and above new drugs under research

Source: China Drug Clinical Trial Publicity Library of Meinenet

Among the 6 innovative drugs that have been reported for production, 4 are Class 1 new drugs, of which SHR6390 tablets are expected to become the first domestically produced CDK4/6 selective inhibitors, and Retagliptin phosphate tablets are expected to become the first domestically produced DPP-4 inhibitors.

In terms of internationalization, Hengrui Medicine currently has 20 preparation products including injections, oral preparations and inhaled anesthetics approved in Europe, America and Japan; many products have been approved to carry out global multi-center or regional clinical research, of which Cary Lilizumab combined with apatinib, fluzoparib and other products have been carried out in international multi-center phase III clinical; in addition, the company has licensed carrelizumab, pyrrotinib, and SHR-1701 projects respectively South Korea's Crystal Genomics company, South Korea's HLB-LS company, South Korea's East Asia Pharmaceutical Company.

Among the new classifications under review for the production of generic drugs, 17 have not been approved for the first imitation (including the first imitation of the dosage form), of which 14 are the first/exclusive applications of Hengrui for production under the new classification, including bupivacaine lipid Body injection, tacrolimus sustained-release capsules, tafluprost eye drops, paricalcitol soft capsules, indacaterol maleate powder inhalation, gadobutrol injection, azilsartan tablets Wait.

Hausen Pharmaceuticals: the first review of 19 varieties, innovative drugs and first generic drugs are coming

Hausen Pharmaceuticals (Hansen Pharmaceuticals) recorded revenue of approximately 8.

Focusing on innovation is the core development force of Hausen Pharmaceuticals.

At present, Hausen Pharmaceuticals has submitted 15 supplementary applications for consistency evaluation, 11 of which have been successfully evaluated, including vinorelbine tartrate injection, linezolid glucose injection, gemcitabine hydrochloride for injection, tigecycline for injection, 9 varieties of cefdinir capsules, repaglinide tablets, imatinib mesylate tablets, olanzapine tablets, and decitabine for injection were the first to be reviewed; among the 4 varieties under review, zolpidem tartrate Micafungin Sodium for Tablets and Injection has no corporate reviews yet.

Thirty varieties are reported for production under the new classification (including the old 6 types for review according to the new classification), and 16 have been approved for production and deemed to have been reviewed, of which 10 were the first to have reviewed, Enpagliflozin, Maleic acid Fatinib tablets, canagliflozin tablets, fosapitant dimeglumine for injection, varenicline tartrate tablets, etc.
are the first imitations.

The new classified newspaper product variety under review by Hausen Pharmaceuticals

Source: Meinenet MED2.
0 Chinese Drug Evaluation Database

Among the 14 varieties under review, carfilzomib for injection, dexlansoprazole enteric-coated capsules, lurasidone hydrochloride tablets, vothiaxetine hydrobromide tablets, carbotinib malate tablets, and Enza No generic drugs have been approved for marketing in 8 varieties of Lutamide soft capsules, icatibant acetate injection, and deferasirox tablets.

In terms of innovative drugs, there are currently more than 10 Class 1 new drugs in Hausen Pharmaceuticals at the stage of clinical approval and above, of which 3 are at stage III clinical and above, including eimofolamine tenofovir tablets that have been applied for marketing.
(HS-10234 tablets) and the Peihuaxi hippocampal peptide injection and polyethylene glycol thymosin α1 injection which are under phase III clinical trials.

WuXi AppTec: CXO's leading performance exceeds expectations, CDMO business continues to accelerate

WuXi AppTec is a leading domestic CXO (including CRO/CMO/CDMO) enterprise.
It is one of the very few open new drug R&D service platforms in the industry that has service capabilities across the entire industry chain of new drug R&D.
The scope of services covers from concept generation to commercialization.
The entire production process has high synergy in the business of each segment.

In 2020, WuXi AppTec achieved operating income of 16.
535 billion yuan, a year-on-year increase of 28.
5%; net profit attributable to the parent company was 2.
96 billion yuan, a year-on-year increase of 59.
6%.
The four major sectors of China laboratory services, small molecule CDMO services, US laboratory services, and clinical research CRO services achieved business revenues of 8.
55 billion yuan (+32.
0%), 5.
28 billion yuan (+40.
8%), 1.
52 billion yuan (- 3.
0%) and 1.
17 billion yuan (+10.
0%), accounting for 52%, 32%, 9%, and 7% of the company's overall operating income, respectively.

During the reporting period, it assisted Chinese customers to complete IND declarations for 33 research new drugs and obtained clinical trial approvals for 30 projects.
As of the end of the reporting period, the company has completed IND applications for 118 projects and obtained clinical trial approvals for 87 projects, of which 2 projects are in phase III clinical trials, 9 projects are in phase II clinical trials, and 60 projects are in phase I.
Phase clinical trials.

In addition, the small molecule CDMO service project involves more than 1,300 new drug molecule projects, of which 45 are in clinical phase III and 28 have been approved for marketing.
Compared with 2019, 5 and 7 new drugs were added.
In December 2020, Nuocheng Jianhua's BTK inhibitor obritinib was approved.
This is the company's first CMC integrated commercial production project in the CDMO section.

Simcere Pharmaceutical: More than 50 innovative drug projects, differentiated projects appearing

Simcere's annual revenue in 2020 is about 4.
509 billion yuan, down 10.
5% year-on-year; profit is about 664 million yuan, down 33.
8% year-on-year.
The company said that the decline in performance was mainly due to the decline in sales revenue caused by the fact that Bicun (edaravone injection) was not included in the 2019 National Medical Insurance Catalogue.
The proportion of innovative drug revenue in total revenue in the same period has increased year by year, from 25% in 2018 to 45.
1% in 2020, and the "fineness" of innovation continues to increase.

In the context of the epidemic, Simcere has maintained a high R&D investment and has been increasing year after year, demonstrating its determination to transform into an innovative pharmaceutical company.
In 2020, R&D costs were 1.
142 billion yuan, a year-on-year increase of 59.
4%, accounting for 25.
3% of the annual revenue.
During the reporting period, a new class 1 drug, edaravone, dexcamphanol injection, a concentrated solution, and an imported new drug, abatacept injection, were approved for marketing.

By the end of 2020, Simcere Pharmaceuticals has more than 50 innovative projects under research (more than 20 new projects will be added in 2020), focusing on the three major diseases of tumor and cell therapy, central nervous system diseases and autoimmune diseases, covering small molecule drugs, large Molecular drugs and cell therapy, "differentiated R&D projects" have been reflected in the pipeline in recent years.

Simcere is focusing on researching innovative drugs

Source: China Drug Clinical Trial Publicity Library of Meinenet

Envolizumab injection (KN035), developed in cooperation with Corning Jerry and Sidifang, has been declared for listing, and belongs to the relatively less competitive subcutaneous injection of PD-L1; Trilaciclib for injection, which is under phase III clinical trials, is a short-acting The new CDK4/6 inhibitor can treat non-CDK4/6-dependent tumors and improve the prognosis of patients; SIM1803-1A is the first NTRK/ROS1 multi-target inhibitor to enter Phase I clinical trials in China.

Source: Mi Nei.
com database, public company announcements

Note: The statistics are as of April 26, if there are any omissions, please correct me!