At present, the performance reports of pharmaceutical companies in the first half of 2022 have been disclosed one after
another.
Through the combing of the semi-annual report, it can be found that many pharmaceutical companies have achieved new
results in the first half of the year.
It is worth noting that among them, innovative drugs have begun to become a new growth point in performance, which has injected strong impetus
into the revenue growth of pharmaceutical companies.
For example, on the evening of August 30, Fangsheng Pharmaceutical released its 2022 semi-annual report
.
Benefiting from the focus on the main business of innovative Chinese medicine, Fangsheng Pharmaceutical's performance has achieved steady growth
.
Specifically, in the first half of 2022, Fangsheng Pharmaceutical achieved operating income of 873 million yuan, an increase of 19.
66% year-on-year; The net profit attributable to the shareholders of the listed company exceeded 60 million yuan, an increase of 49.
10%
year-on-year.
It is understood that in the first half of 2022, the sales revenue of Fangsheng Pharmaceutical Yizhi wheat cloth tablets successfully exceeded 100 million, which has exceeded the annual sales revenue of 2021, in addition, the sales revenue of innovative Chinese medicine children's Jingxing cough granules also increased by more than 800%
in the same period.
It is worth mentioning that its self-developed innovative chinese medicine medicine pediatric Jingxing cough granules have been approved by the State Food and Drug Administration, and are carrying out exploratory clinical trials
for adult acute tracheo-bronchitis (wind chilling fever).
。 The key new products yi folded wheat cloth flakes and cefixime tablets have been selected in July 2022 for the seventh batch of national drug centralized procurement, of which some of the 9 provinces and regions selected in the first order of this round of folded wheat cloth flakes are the main sales provinces and regions of the original research enterprises, and it is expected that they will achieve a sales breakthrough through this round of national collection with the help of the selected policy, and complete the policy layout and sales
of tertiary hospitals that were not covered in the past in the selected provinces and regions.
On August 30, Kelun Pharmaceutical said in the interim report that in addition to the company's generic drug release, innovative drug research and development has also begun to contribute revenue
.
The company clearly disclosed in the interim report: "The company has reached a cooperation agreement with Merck (MSD) on innovative research and development projects and a paid exclusive license, and in the first half of 2022, Colombot recognized revenue of RMB370 million for MSD, increasing net profit attributable to the parent company by RMB160 million
.
" ”
At present, there are 33 projects under research in the Kelun Innovation Pipeline (11 innovative small molecules and 22 biotechnology drugs), which are mainly tumors, and at the same time lay out autoimmunity, anesthesia analgesia, cardiovascular and other disease fields, forming a disease cluster and product iteration advantages
.
On August 26, Hansen Pharmaceutical released its performance report
for the first half of 2022.
According to the report, it maintained steady growth in the first half of the year, with revenue of about RMB4.
434 billion
.
Among them, the revenue of innovative drugs was about RMB2.
321 billion, an increase of about 84.
8% year-on-year, and the proportion of innovative drugs in revenue rose sharply from about 28.
5% in the same period of 2021 to about 52.
3%, setting a new high
.
It is understood that among the 6 innovative drugs that Hansen Pharmaceutical has listed in the first half of this year, 5 innovative drugs such as Amera, Hengmu, Haosen Xinfu, Fulaimei and Meilinda have been successfully commercialized
.
Thanks to the outstanding performance of the five innovative drugs, Hansen Pharmaceutical's innovation transformation has achieved a stage of success, and the innovative drugs have driven the company's sustainable growth
in the future.
It is reported that at present, Hansen Pharmaceutical is conducting more than 40 innovative drug clinical trials, from more than 25 innovative drug projects at different stages of clinical practice, covering 5 major indication areas
of anti-tumor, central nervous system, anti-infection, metabolism and autoimmunity.
On August 24, Kain Technology also released its 2022 semi-annual report, which showed that the company's revenue and net profit increased in the first half of the year, with an increase of 8.
77% and 5.
01%
respectively.
During the reporting period, its self-developed Class 1 innovative drug with independent intellectual property rights, Kailiwei, increased its revenue by 274.
48% year-on-year after being included in the national medical insurance directory, and the market steadily increased
.
Guojin Securities expects that Kailiwei will further expand the scope of medical insurance indications by the end of the year, and is expected to achieve further growth
under the influence of favorable policies.
In addition, many pharmaceutical companies such as Huadong Pharmaceutical, China Biopharmaceutical, and Henlin Fuhong have also mentioned in the semi-annual report that innovative drugs have brought growth points
to the company's revenue.
In this regard, the industry believes that innovation has become a new driving force for the performance growth of pharmaceutical companies, and the head enterprises with rich pipelines for innovative drug research and development, faster commercialization process, and active expansion of the international market are expected to obtain more development opportunities in the future, and their profitability will also usher in further improvement
.
