East China Medicine heavy-handedly hit the medical U.S. track, the future transformation depends on it?

Before the Spring Festival, medics led the company's share price to break through a thousand yuan to drive the rise of the entire sector.
the Spring Festival, the first trading day of the Year of the Ox, the medical and American plate is still enthusiastic.
the evening of February 17th, East China Medicine (000963. SZ) announced that Sinclair UK, a wholly-owned subsidiary, paid Cocoon 65 million euros in equity rights and up to 20 million euros in sales milestones to acquire a 100 percent stake in High Tech, a Spanish energy-source medical device company.
news, today (February 18), the first trading day of the East China Pharmaceutical Year rose and stopped, closed at 32.9 yuan / share.
note that East China Pharmaceuticals has been rising for the past three trading days, a cumulative increase of more than 30%.
it is understood that High Tech's business covers the body shape and skin repair two major medical areas, the main products include frozen fat and laser hair and other products, in 2019 its frozen fat products in EMEA (Europe, the Middle East, Africa, three regions of the market share of plastic and skin-tightening equipment ranked second.
Said, "In the future, we will focus on optimizing and enriching the pipeline of medical products and accelerate the global medical and american business."
" it is reported that at present, East China Pharmaceuticals has been through domestic and foreign acquisitions to build a medical map, now has five production bases in the Netherlands, France, the United States, Switzerland and Bulgaria.
determination to be a doctor is not to be underestimated! In the past, the path of medical beauty in East China medicine, when it is said that east China medicine, generic drugs, especially akapo sugar is the most important impression of the outside world.
, as early as 2013, East China Medicine took the chinese rights and interests of Uric acid Yiwan to enter the field of medical beauty, began a new layout.
Yiwan for East China Pharmaceuticals has brought a welcome performance, it is understood that in 2018 and 2019 for two consecutive years, Yiwan boric acid brand is the Chinese market boric acid sales scale and sales amount of the first.
2019 report, East China Pharmaceuticals International Medical and The United States business is growing rapidly, with sales of 500 million.
in the field of medical beauty, East China medicine began to move more.
2018, East China Pharmaceuticals acquired Sinclair UK, which mainly has beauty lines, long-lasting micro-balls and uric acid, and is currently the global operations center of Sinclair's medical business.
to take a stake in U.S. medical company R2 in 2019, its main product is frozen plaque medical devices.
2020, East China Pharmaceuticals and Jetema, a South Korean listed company, signed an agreement on the exclusive agency of its Type A botulinum toxin products in China.
In October 2020, East China Pharmaceuticals announced the acquisition of Kylane, a Swiss boric acid company, for a global exclusive license for its new lidocarin hyaluric acid filler (boric acid) product, and has obtained an EU listing license.
...... In addition, according to the head of East China Medical Beauty Li Yanzhang previously in an interview with the media revealed that East China Pharmaceutical Medical Andy subsidiary East China Ningbo has more than 200 sales team, covering more than 3000 plastic and cosmetic hospitals.
can see that East China medicine to engage in medical beauty, is very serious! So the future of East China medicine depends on medical beauty? Some investors said that in the short term, high gross margin of medical products will bring more welcome development for East China Medicine, but in the long term, the long-term development of East China Medicine, must be generic drugs to innovative drugs transformation, relying on its anti-tumor, endocrine and autoimmune three core areas of comprehensive breakthrough.
crazy medical beauty track with the Yan value economic station on the wind, the development of the medical beauty industry is entering a golden period.
the same time, the capital market on the Medical And American sector began to go crazy.
as the pillar that supports the hundreds of billions of dollars market in the United States, "boric acid" is also known as "women's Maotai" let the market chase.
and the concept of "uric acid" enterprises in the capital market is also very popular.
Ofer (300896. SZ) is currently dynamic price-earnings ratio of more than 300 times, listed in just 4 months or so the stock price has doubled, breaking a thousand yuan, and constantly set off capital enthusiasm.
and The New Quaker Huaxi Bio (688363. SH) price-earnings ratio of more than 170 times, the market value is currently approaching 100 billion, in the science and technology plate pharmaceutical sector far ahead, founder Zhao Yan was once the richest on the board.
addition, another new board, Bohai Health (688366. SH) is also trading at more than 150 times earnings.
, the valuation of the A-share medical and pharmaceutical sector is much higher than that of the traditional pharmaceutical sector.
, the price-to-earnings ratio of East China Pharmaceuticals is only about 18 times.
many industry sources said that at present, the domestic micro-total non-surgical projects represented by uric acid and botulinum toxin medical and U.S. market is blowing up.
, the four major brands of LG (East China Pharmaceutical Agent), Aer Jian, Humedix and Q-Med accounted for more than 70% of the domestic market share for many years.
But with the low price of domestic brands, the quality and acceptance of domestic products in the future, this pattern is being broken, the improvement of medical penetration and domestic substitution is becoming a golden opportunity for the development of local enterprises on this track.
article: interface news "East China Medicine in the field of medical beauty continuously shot, after the collection will be how to layout?" 》