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Recently, the two ministries and commissions issued the "Notice on the Implementation Plan for Promoting the High-quality Development of the API Industry", which released a positive signal.
On November 10, many stocks in the API sector rose.
Tuoxin Pharmaceutical, Tianyu, Benli Technology, and Austrian Many stocks such as Xiang Pharmaceutical have their daily limit
.
Industry analysts believe that with the advancement of the volume procurement policy, the "right to speak" of APIs in the entire industry chain has increased
.
Only by taking the initiative of APIs in their own hands can companies have better cost control and produce lower-cost and better-quality preparations, thereby increasing their added value and gross profit
.
The above-mentioned documents also encourage the integrated development of APIs and preparations, which means that "integrated APIs and preparations" enterprises are ushering in a bright moment
.
It is understood that at present, some enterprises have started the road of integration of raw materials and preparations
.
For example, Aoxiang Pharmaceutical has formed an industrial structure covering APIs and pharmaceutical intermediates, and providing CDMO and preparation production services.
It adheres to the coordinated development of intermediates + APIs + preparations, and has cooperated with each other in product development, certification, registration and production.
Major customers have established long-term, stable and close strategic partnerships
.
Aoxiang Pharmaceutical's 2021 third quarter report showed that the company's main operating income was 430 million yuan, a year-on-year increase of 42.
34%; the net profit attributable to the parent was 110 million yuan, a year-on-year increase of 66.
66%
.
Boten has also initially formed a layout of "API + preparation integration"
.
In the first three quarters of 2021, the CDMO business of Boten's raw materials has grown rapidly, which has become a core increase in driving the company's performance growth
.
In the first three quarters, the company's raw material drug CDMO business achieved revenue of 2.
013 billion yuan, an increase of 38.
64% year-on-year, and 315 service products, an increase of 73 year-on-year
.
On October 23, Proton also issued an announcement stating that it intends to jointly fund the establishment of "Chongqing Changsheng Shenghe Pharmaceutical Private Equity Investment Fund Partnership (Limited Partnership)" with Dian Petrochemical, Guangyang Bay Fund, and Xintian Chemical.
The above-mentioned fund has subscribed and contributed a total of 350 million yuan
.
Among them, it is planned to invest no less than 60% of the raised funds in MAH companies in the field of difficult and complex formulations that have production cost advantages or technical barriers in key intermediates, APIs, formulations, etc.
.
Huahai Pharmaceutical is a company with a fast integration process and a large number of API export certifications in the specialty API sector.
The company is also a giant in the export of Puri and sartan APIs when most of the domestic API companies export intermediates
.
In recent years, the company has adjusted the production line of the original plant through several technical reforms, gradually eliminated the production line of intermediates such as cyclopropylamine, expanded the production capacity of products such as irbesartan and lisinopril, and significantly increased the production of neurological raw materials.
The project guarantees the cost advantages of domestic centralized procurement and overseas preparations
.
In addition, a series of companies such as Hisun Pharmaceuticals, Zhejiang Pharmaceuticals, Shengzhao Pharmaceuticals, and Huaren Pharmaceuticals have also carried out integrated development arrangements through a series of actions
.
Data shows that the number of APIs approved for use in marketed formulations has increased significantly in 2019
.
Among them, in the newly-added affiliated review registration form, integrated companies represented by Huahai Pharmaceutical and Xianju Pharmaceutical have increased significantly in the filing of raw materials in 2019
.
Institutional analysis pointed out that the core growth logic of leading API companies in the next 3-5 years stems from the continuous increase in return on net assets brought about by capacity expansion and product upgrades.
In the past 5-10 years, the leading intermediates and API companies have been The quality management, cost control and other advantages accumulated in the process of expanding and regulating the market will help relevant companies to enrich their product structure in the medium term, and achieve forward integration and business model expansion along the industrial chain
.
On November 10, many stocks in the API sector rose.
Tuoxin Pharmaceutical, Tianyu, Benli Technology, and Austrian Many stocks such as Xiang Pharmaceutical have their daily limit
.
Industry analysts believe that with the advancement of the volume procurement policy, the "right to speak" of APIs in the entire industry chain has increased
.
Only by taking the initiative of APIs in their own hands can companies have better cost control and produce lower-cost and better-quality preparations, thereby increasing their added value and gross profit
.
The above-mentioned documents also encourage the integrated development of APIs and preparations, which means that "integrated APIs and preparations" enterprises are ushering in a bright moment
.
It is understood that at present, some enterprises have started the road of integration of raw materials and preparations
.
For example, Aoxiang Pharmaceutical has formed an industrial structure covering APIs and pharmaceutical intermediates, and providing CDMO and preparation production services.
It adheres to the coordinated development of intermediates + APIs + preparations, and has cooperated with each other in product development, certification, registration and production.
Major customers have established long-term, stable and close strategic partnerships
.
Aoxiang Pharmaceutical's 2021 third quarter report showed that the company's main operating income was 430 million yuan, a year-on-year increase of 42.
34%; the net profit attributable to the parent was 110 million yuan, a year-on-year increase of 66.
66%
.
Boten has also initially formed a layout of "API + preparation integration"
.
In the first three quarters of 2021, the CDMO business of Boten's raw materials has grown rapidly, which has become a core increase in driving the company's performance growth
.
In the first three quarters, the company's raw material drug CDMO business achieved revenue of 2.
013 billion yuan, an increase of 38.
64% year-on-year, and 315 service products, an increase of 73 year-on-year
.
On October 23, Proton also issued an announcement stating that it intends to jointly fund the establishment of "Chongqing Changsheng Shenghe Pharmaceutical Private Equity Investment Fund Partnership (Limited Partnership)" with Dian Petrochemical, Guangyang Bay Fund, and Xintian Chemical.
The above-mentioned fund has subscribed and contributed a total of 350 million yuan
.
Among them, it is planned to invest no less than 60% of the raised funds in MAH companies in the field of difficult and complex formulations that have production cost advantages or technical barriers in key intermediates, APIs, formulations, etc.
.
Huahai Pharmaceutical is a company with a fast integration process and a large number of API export certifications in the specialty API sector.
The company is also a giant in the export of Puri and sartan APIs when most of the domestic API companies export intermediates
.
In recent years, the company has adjusted the production line of the original plant through several technical reforms, gradually eliminated the production line of intermediates such as cyclopropylamine, expanded the production capacity of products such as irbesartan and lisinopril, and significantly increased the production of neurological raw materials.
The project guarantees the cost advantages of domestic centralized procurement and overseas preparations
.
In addition, a series of companies such as Hisun Pharmaceuticals, Zhejiang Pharmaceuticals, Shengzhao Pharmaceuticals, and Huaren Pharmaceuticals have also carried out integrated development arrangements through a series of actions
.
Data shows that the number of APIs approved for use in marketed formulations has increased significantly in 2019
.
Among them, in the newly-added affiliated review registration form, integrated companies represented by Huahai Pharmaceutical and Xianju Pharmaceutical have increased significantly in the filing of raw materials in 2019
.
Institutional analysis pointed out that the core growth logic of leading API companies in the next 3-5 years stems from the continuous increase in return on net assets brought about by capacity expansion and product upgrades.
In the past 5-10 years, the leading intermediates and API companies have been The quality management, cost control and other advantages accumulated in the process of expanding and regulating the market will help relevant companies to enrich their product structure in the medium term, and achieve forward integration and business model expansion along the industrial chain
.
