32 pharmaceutical companies were investigated by institutions, and the stock price of one stock rose 101% in a month

【Pharmaceutical Network Industry News】Last week (November 12-19), 32 companies in the pharmaceutical and biological industry were investigated by institutions, including Gibel, InnoCare, Teyi Pharmaceutical, Senxuan Pharmaceutical, etc
.
Pharmaceutical industry (Image source: Pharmaceutical Network) Many shares are intensively investigated by more than 100 institutions From the perspective of the number of research institutions, the number of institutions investigated by Gibel and InnoCare has exceeded 100, of which Gibel ranks first with up to 320 institutions, and the number of institutions investigated by InnoCare has reached 144
.
In the research activities, Gibel's antihypertensive drug nitranol tablets have attracted much attention
from institutions.
According to the company, the drug is the first compound antihypertensive new drug in China, the company has complete intellectual property rights, and the relevant invention patents are still within the protection period
.
Under the current centralized procurement policy, it is expected that the possibility of nitrolol tablets being included in centralized procurement is very small
.
InnoCare's innovative drug orelabrutinib is the focus of institutional attention, and the company said that the product was successfully included in medical insurance at the end of 2021 and came into effect in January this year, thanks to the company's good medical insurance implementation work in the first two quarters, and the growth rate of sales in the third quarter increased
.
The agency also paid attention to the peak sales of orelabrutinib reference to other oncology drugs, and the company replied that BTK targeted the treatment of lymphoma indications has a longer survival period, so the treatment duration is longer
.
At the same time, the history of domestic BTK use is relatively short, so the domestic BTK market is expected to be a long-term sustainable growth market
.
The stock price of individual stocks rose by 101% in the month From the perspective of individual stock growth, since November, the stock price of Teyi Pharmaceutical has risen particularly brightly, and the stock price has doubled within the month, reaching 101%, with a total market value of 6.
129 billion yuan
.
According to the data, Teyi Pharmaceutical is mainly engaged in the research and development, production and sales of proprietary Chinese medicines, chemical preparations and
chemical APIs.
The analysis believes that the recent active performance of the stock is mainly related
to its products in cough and fever reducers.
According to the 2022 half-year report, the company's respiratory proprietary Chinese medicines mainly include cough suppressant tablets, Pudi blue anti-inflammatory tablets, cold spirit granules, etc.
, which are mainly used for cough relief and heat
clearance.
In terms of news, on November 11, China issued a relevant notice, requiring attention to the unique advantages of traditional Chinese medicine, and the reserve of effective traditional Chinese medicine prescription drugs, driving the recent continuous strengthening
of the traditional Chinese medicine sector.
At the same time, the policy margin of the traditional Chinese medicine industry is favorable, and on October 31, the procurement office of the Sanming Procurement Alliance Interprovincial Chinese Medicine (Material) Procurement Alliance issued the "Sanming Procurement Alliance Interprovincial Chinese Medicine (Material) Procurement Alliance Chinese Medicine Pieces Joint Procurement Document"
.
The industry believes that from the perspective of joint mining rules, the impact of this joint mining on the price of drinking pieces is relatively mild and the impact on profit margins is limited
.
In summary, the industry believes that it will be expected to benefit the development of the traditional Chinese medicine industry and related companies in the long term
.
From November 12 to 19, Teyi Pharmaceutical was surveyed by 63 institutions
.
Its core product, special brand cough suppressant tablets, has attracted the attention of institutions, and the company said that up to now, the sales of cough suppressant treasure are good and in line with market expectations
.
In terms of production capacity, the company's cough suppressant treasure has been fully produced to ensure market supply
.
The production capacity of cough suppressant tablets is 1 billion pieces, and the production capacity can reach 2.
4 billion pieces
in the case of increasing production shifts or production equipment in existing places according to market needs.
In the future, the company will continue to focus on the core strategic variety of special cough tablets, to make cough treasure stronger and bigger, with the significant efficacy of cough treasure, so that more people benefit, the company hopes to achieve the long-term sales target
of 2.
4 billion pieces (about 100 million boxes) in 5-8 years under the normal sales market.
In addition to Teyi Pharmaceutical, Gibel has risen by more than 20% since November, reaching 22.
37%, and many stocks such as Senxuan Pharmaceutical and InnoCare have risen by more than 10%.

Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.