According to statistics, in the past 5 trading days (November 29 to December 5), the pharmaceutical and biological industry is still concerned by institutions, and a total of 34 pharmaceutical and biological companies in the two cities have been investigated by institutions, of which 10 shares have been investigated by more than 20 institutions
.
In the past 5 days, 34 pharmaceutical and biological companies have been investigated by institutions (Image source: Pharmaceutical Network)
Among them, the domestic IVD company Dirui Medical has attracted a lot of institutional attention, in the past 5 trading days (November 29 to December 5), a total of 143 institutions have been surveyed, and the new closing price of the stock is 26.
25 yuan, an increase of 4.
50%
during the period.
According to the announcement issued by Dirui Medical on December 1, the company's reception period starts on 2022-11-18 and ends on 2022-12-01, and the reception targets include 60 fund management companies such as Essence Fund, Penghua Fund and Ping An Fund, 17 investment companies such as Daohe Investment, Qingli Investment and Qingshu Investment, and 12 securities companies such as Huachuang Securities, Century Securities and Deppon Securities
.
In the research activities, the institution mainly focuses on the product advantages, product sales, future performance guidance and other aspects of
Dirui Medical.
In view of the sales of biochemical products in the international market, Dirui Medical said that during the "14th Five-Year Plan" period, the company will continue to promote localized management, increase the sales of closed biochemical instruments in the international market with the help of local channel resources, and the sales of Turkey, Russia, Thailand and other markets have shown steady growth
.
Giving full play to the advantages of instrument diversification and relying on the localization management strategy will help Dirui Medical's international market maintain a growth rate
of more than 30% for a long time.
Jiangsu Wuzhong has also received the attention of nearly 100 institutions in the past 5 days, and the number of institutions received reached 92, and the new closing price of the stock was 7.
33 yuan, an increase of 4.
71%
during the period.
According to the details of the survey disclosed by Jiangsu Wuzhong on December 2, the company's reception targets from November 1 to November 30 included Anxin Trading Company, Orient Fund, Orient Securities, etc.
, including 28 fund management companies, 16 securities companies, 2 insurance asset management companies, etc
.
In the interactive session, Jiangsu Wuzhong's product sales, pipeline layout of the medical beauty sector, marketing strategies, and the progress of the new pharmaceutical base attracted the attention
of institutions.
The company replied to the progress of the new pharmaceutical base that the first phase of the base is 113 mu, with a planned total investment of 1.
728 billion yuan, and is expected to start construction early next year and be completed and put into operation
by the end of 2025.
After the completion of the new base, it has two main functions: first, the capacity translation of the existing pharmaceutical production base; The second is to undertake the expansion of CMO/CDMO business
.
In addition, Yifang Biotechnology, Ellis and Aohua Endoscopy followed closely behind, all of which received the attention of more than 50 institutions, and the number of institutions received was 68, 64 and 50 respectively, with an increase of -2.
78%, -4.
09% and 8.
29%
during the period.
Yifang Biologics is a small molecule innovative drug research and development enterprise, the company replied in the institutional question that the company's current clinical pipeline includes 5 innovative drug products, of which the second-line treatment of third-generation EGFR inhibitors has been declared for NDA, and 3 registered clinical trials are in progress, and it is expected that one product will be commercially launched
every year in the next five years.
The company's three core products D-0120, D-0502 and D-1553 mainly focus on major diseases such as tumors and metabolic diseases
.
In terms of the research and development progress of the company's preclinical R&D pipeline that institutions are concerned about, in addition to vometinib, the company's five products under development are in the preclinical stage, including KRAS G12C inhibitors, KRAS G12D inhibitors, RET inhibitors, SOS1 inhibitors and fourth-generation EGFR-TKIs
.
The above new drugs are all products independently developed by the company
.
In addition, in response to this year's medical insurance negotiations, the company said that the first-line treatment indications of vometinib were approved by the State Food and Drug Administration on June 28 this year, and the company is actively preparing for this year's national medical insurance negotiations, striving to include the first-line treatment indications of vometinib into the national medical insurance catalog, laying a good foundation
for next year's sales.
In terms of commercialization, at present, the company has a marketing team of about 500 people, with the approval of the front-line and the medical insurance negotiations for first-line indications this year, the company will plan to increase the headcount, increase the number of front-line representatives, and carry out more refined coverage
of the core market.
The core product of Aohua endoscopy, AQ-300, is still receiving institutional attention, and the product was released in early November, and some hospitals are currently trialing, but have not yet entered the large-scale trial stage
.
The company believes that 300 products have limited contribution to this year's revenue, and it will take a certain amount of time to sign for delivery and expect to increase next
year.
In view of the expectations for the following year, the company said that the revenue growth expectation for next year is consistent
with the equity incentive performance target.
According to the rhythm of the previous AQ-200 volume (AQ-200 was launched in the fourth quarter of 2018, and the revenue basically doubled in 2019), it is hoped that the AQ-300 volume will be faster, and the domestic market share of endoscopy equipment will reach 10%
in 2024.
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