3 years 27 Hong Kong stocks BioTech why Hansen, Baiji and Thyda killed heavy...

By the end of 2020, BioTech Pharmaceuticals, a 27-stock Hong Kong-listed company, was gradually split in terms of market capitalisation, forming four echelons. HK$
billion market capitalisation first legion: Hanson Pharmaceuticals (market capitalisation HK$234.7 billion), Baiji Shenzhou (market capitalisation HK$186.9 billion), Xinda Bio (market capitalisation HK$117.3 billion);
henson pharmaceutical, Baiji Shenzhou, Xinda biology how to stand out? Why win market recognition in the fierce competition? Hansen Pharmaceuticals specialty psycho-drugs in China accounted for the first imitation combination, a number of products listed net profit of up to 30% Hansen Pharmaceuticals was established at the end of 2015, only the main body of overseas listing, its main business is Jiangsu Howson Pharmaceuticals, founded in 1995, headquartered in Lianyungang, mainly engaged in generic drugs (first generic drugs-based) and innovative drug research and development, production and sales.
14, 2019, Hansen Pharmaceuticals went public in Hong Kong.
's shares surged 49 per cent on the first day of trading, taking the title of "one brother" on the Hong Kong Stock Exchange, with a market capitalisation of HK$113.3bn at the close of the day.
now, Hansen Pharmaceuticals' share price has passed the HK$230bn mark, firmly at the top of the list.
, the first chinese market share of psychotic drugs, Jiangsu Howson went on the strategy of "early imitation combination, gradually turning to independent innovation".
, Jiangsu Howson is famous for its excellent ability to "grab imitation" and is the first generic drug predecessor in China.
, Jiangsu Haussen became China's largest mental health pharmaceutical company, selling two products, Olanin and Ameen.
in terms of sales, Hansen Pharmaceuticals is China's largest mental health pharmaceutical company, the market share of the first.
As the operating entity of Hansen Pharmaceuticals, so far, Jiangsu Haussen has formed six major product areas: central nervous system, anti-tumor, anti-infection, diabetes, digestive tract, cardiovascular, including anti-tumor drug Plappy, anti-infective drug Zetan, diabetes drug Fuledi and so on.
clinical "exclusive protection one", the introduction of product supplement pipeline Henson Pharmaceuticals product line and research and development pipeline streamlined and focused, and the clinical promotion of innovative drugs to basically adopt the "exclusive protection one" strategy.
is currently in research projects nearly 100, innovative drug clinical research projects only 10, and are single-adaptive.
four approved innovative drugs, clinical opening years showed gradient differentiation, focusing on enterprise research and development resources, to achieve the key projects of each break.
pharmaceutical products through the introduction of products to achieve rapid filling of research and development pipeline.
April 23, he was awarded the right to develop and commercialize the preclinical small molecule antiviral drug NKT-1992 in Greater China (Chinese mainland, Taiwan, Hong Kong and Macau) in partnership with NiKang Therapeutics, a U.S. biopharmaceutical company.
July 28, an agreement was signed with Tyrns Pharmaceuticals to obtain exclusive development rights and commercial interests in the highly active BCR-ABL protein structure inhibitor TRN-000632 in Greater China (Chinese mainland, Hong Kong, Macau, Taiwan).
2020, Henson Pharmaceuticals will accelerate its internationalization.
July 23, Hansen Pharmaceuticals reached an agreement with EQRx of the United States that EQRx will be responsible for the development and commercialization of Amethini outside the Greater China region, and Hansen Pharmaceuticals will continue to be responsible for the development and commercialization of Amedini in Greater China.
is the first overseas licensing association for innovative drugs.
Amedini is the first chinese original three-generation EGFR-TKI innovative drug developed by Hansen Pharmaceuticals, and the fourth Class 1 innovative drug to be marketed by Haussen Pharmaceuticals, which has been approved by NMPA for the treatment of non-small cell lung cancer (NSCLC).
and EQRx will accelerate the internationalization of Hansen Pharmaceuticals' innovations.
2020H1 revenue decline, but the net interest rate is as high as 30%, in 2016-2019, Hansen Pharmaceuticals achieved operating income of 13.9%, 24.8%, and 11.1%, respectively.
same period, net profit was 8.1%, 19.3% and 25.6% YoY.
margin was more than 91% for the fourth consecutive year, which was very stable.
net profit margin is close to 30% in 2019.
the first half of 2020, hansen pharmaceutical products were partly injectables, which were more affected by the significant decline in hospital outpatients and inpatients during the outbreak.
addition, Hansen Pharmaceuticals has also been affected by the volume procurement policy.
, in the first half of 2020, Hansen Pharmaceuticals generated revenue of RMB3.98 billion, up -13.5% YoY, with revenue of RMB18.44 in the areas of anti-tumor, anti-infection, central nervous and digestive, diabetes and cardiovascular Billions, 784 million, 693 million yuan and 659 million yuan, respectively, were 0.1%, -18.8%, -40.3% and 4.6% YoY.
December 2020, the country's fourth collection list was officially released, involving 44 varieties.
a total of 6 varieties were included.
results will further affect the performance of Henson Pharmaceuticals.
real controller Zhong Huixuan ranked as China's medical and health billionaire Top1 due to the market value of Hansen Pharmaceuticals soared, in fact, the price of the controller Zhong Huixuan also soared.
In the August 2020 Forbes China List of Health Care Billionaires TOP50, Henson Pharmaceuticals Chairman Zhong Huixuan topped the list with $19.8 billion, Meirui Medical co-founder Li Xiting was second with $17.5 billion, and Zhong Huixuan's husband, Sun Wei, the real controller of Jiangsu Hengrui Pharmaceutical Group, was third.
Baiji Shenzhou characteristics will achieve A-shares, Hong Kong shares, U.S. stocks listed Me Better independent innovation and cross-border cooperation to introduce strategic research and development into the first "double founder" mechanism Baiji Shenzhou was established in Beijing in 2010, the main research and development of cancer innovative drugs, including innovative molecular targeted drugs and cancer immunotherapy drugs, is China's new drug research and development field of the new expensive.
A-shares, Hong Kong-share, U.S.-listed in March 2016, Baiji Shenzhou landed on nasdaq, the current market value of $24.4 billion.
August 2018, Baiji Shenzhou was listed on the Hong Kong Stock Exchange, becoming the second unprofitable biotech company to list on the Hong Kong stock exchange.
July 2019, Baiji Shenzhou "dumped" the B mark.
market capitalisation of HK$186.9bn, up 46 per cent on the issue price of HK$108 per share.
November 2020, Baiji Shenzhou issued an announcement, the company's board of directors approved Baiji Shenzhou in the A-share company's board of directors listed.
if Baiji Shenzhou can successfully complete the IPO, it will become the first local pharmaceutical company to list in A-shares, Hong Kong shares and U.S. stocks.
research and development investment in the domestic first, Me Better self-research and cross-border introduction of parallel as the most concerned about the domestic innovation drug research and development enterprises, Baiji Shenzhou since its inception has been close to 20 billion yuan of research and development investment, in the past two years, research and development investment is the pressure Hengrui Pharmaceutical ranked first in the country, and has the world's largest clinical trials of research and development pipeline.
strategy adopted by Baiji Shenzhou is to use the Me Better strategy to build a strong product line on the one hand, and to use cross-border cooperation to gain more innovative products in China and broaden the product line layout.
Me Better strategy, Baiji Shenzhou currently has two heavy-duty new drugs on the market, Bazean and Bai Yueze.
both drugs made it into the health-care list during health-care negotiations at the end of December 2020.
's PD-1 product, Bai Zean (For Reilly Pearl Single Anti-Injection), was approved for listing in China in December 2019.
BTK inhibitor, Beyingze (Zebutini Capsules), was first approved by the FDA in November 2019 and then approved for domestic listing by NMPA in June 2020.
's cross-border cooperation strategy, Baiji Shenzhou and BMS cooperation of Ruifumei and other products have begun to achieve revenue, and in November 2019 Amjin for about 2.7 billion U.S. dollars to buy 20.5 percent of Baiji Shenzhou shares of the cooperation, the two sides carried out a two-way authorization of drugs, Baiji Shenzhou obtained the rights of Three Drugs in Chinese mainland.
two innovative drugs to carry the banner of revenue in the first three quarters of 2020, Baiji Shenzhou product revenue of $209 million, up 26% YoY.
in the first three quarters of 2020, the two products quickly achieved volume, carrying the big revenue: Baizean revenue of $99.89 million, accounting for nearly half (48%) of total revenue;
overall, Baiji Shenzhou self-research product sales revenue has been steadily increasing.
The "double founders" background is highly complementary, "Golden Triangle" management team built Baiji Shenzhou founders have two, think is a Chinese-American scientist, the American Academy of Sciences academician Wang Xiaodong, a continuous venture and many successful exit of the United States entrepreneur Aureliou.
the two are highly complementary in background and experience.
May 2018, Wu Xiaobin, former President of Pfizer PEH Greater China and Pfizer China National Manager, officially joined Baiji Shenzhou as the Company's China Manager and President.
"Golden Triangle" of Baiji Shenzhou officially gathered.
Sinda Bio-Specialty Innovative Drugs and Biosynthetic Drugs Parallel Strategy PD-1 Dabershu enters the health insurance catalog as revenue acceleration top researchers act as CEO Xinda Bio was established in 2011 to develop, produce and market innovative drugs for the treatment of major diseases such as tumors.
listed on the Hong Kong Stock Exchange on October 31, 2018, it became the fourth unprofitable biotech company to be listed on the Hong Kong Stock Exchange, following Goli Pharmaceuticals, Baiji Shenzhou and Huali Pharmaceuticals.
, with the approval of products such as Pd-1 mono-anti-Dabershu, Thyda Bio removed the "B" mark from its stock name in June 2020.
to date, Thyme Bio's share price is HK$117.3 billion.
increased by 499 per cent compared with the issue price of HK$13.98 per share.
23 important products, international strategic cooperation to help Xinda Bio has a wealth of products at different stages of pipeline, a total of 23 important products, more than 50 clinical studies.
product categories cover monoclonal antibodies, dual-specific antibodies, CAR-T, small molecules.
addition to the rich pipeline, Xinta Bio also lays out through extensive strategic cooperation.
In the first half of 2020 alone, Cyntharma has launched six international strategic partnerships: granting Lilly the development and commercialization rights of Dabsch® outside China, Cyda will receive a down payment of $200 million, a potential development and commercialization milestone payment of up to $825 million, and a double-digit net income commission® Expanding the commercialization phase to the drug discovery phase of an early cross-technology platform, working with MD Anderson Cancer Center in the United States to develop Dabershu® therapies for a variety of rare cancers, working with Coherus to license the right to commercialize in the United States and Canada to Coherus, working with Alector to develop its first-of-its-kind SIRP-α antibody cancer therapy in China, and supporting revenue with PD-1 products. Three products to be marketed in 2020 Xinda Bio currently have four products on the market: one innovative drug- PD-1 monoanti-daboshu (Xindili monoanti-injection, December 2018); (Beva Pearl Monoantigen Injection, June 2020), Su Lixin (Adamo Monoantigen Injection, September 2020), Dabohua (Lytoxi Single Anti-Injection, October 2020).
given that three biosypolybic drugs have just been approved in 2020, Xinda Bio's revenue is largely supported by the earlier dabshu.
2017-2019 revenue was RMB 0.19 billion, RMB0.095 billion and RMB1.048 billion, respectively.
increase in revenue in 2019 is due to the PD-1 single-anti-Dabershu listing and the only PD-1 product to be included in the national health insurance catalog.
the product generated revenue of $1.016 billion, making it the benchmark drug to benefit from the health care negotiations.
the first half of 2020, Dabershu's revenue was RMB920 million, up 178% YoY.
, however, that Mr Dabsch will face stiff competition in 2021, given that the 2020 health-care negotiations include three other domestic PD-1 products.
the timely approval of three biosynthic drugs has reduced the pressure on Xinta.
In particular, in December 2020, Thaksin Bio's Su Lixin was approved for two new adaptations (a total of 6 adaptations, 7 adaptations approved in China by drug king Xiumeile), and Da Yutong was granted a new adaptation (a total of 3 adaptations approved), allowing Xinda Bio's market value to soar by more than HK$10 billion, with a total market value directly exceeding the 100 billion mark.
lead model Xinda Bio is a typical team of scientists.
, Chairman and CHIEF Executive Officer of the Chinese People's Bank of China, is the inventor of Class 1 new drugs in three countries.
Yu Dechao and found the same scientist Dr. Liu Yongjun sitting in town.
October 15, 2020, Thyda Bio announced the appointment of Dr. Liu Yongjun, a world-renowned scientist in the biopharmaceutical industry, as President of the Group.
joining Xinda Bio, Dr. Liu will be responsible for the Group's global research and development, pipeline strategy, business cooperation and international business, and will report to the Group's founder, Chairman and Chief Executive Officer, Dr. Yu Dechao.
joined Cynda Bio, Dr. Liu was head of global research at Sanofi from 2016 to 2020.
has been the main leader of the pharmaceutical research and development department in a number of large multinational pharmaceutical companies.
his tenure, Dr. Liu has made significant achievements in a number of therapeutic areas, particularly in the two core biopharmaceutical areas of "tumor" and "immunity".
to observe these three hundred billion club members, Henson Pharmaceuticals, Baiji Shenzhou, Xinda Bio has something in common: first of all, there are products on the road