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[Pharmaceutical Network Industry News] The direction of institutional research has always attracted the attention of investors
.
In April, the "steering wheel" of institutional research turned, no longer favoring new energy-related stocks, but turned to pharmaceutical biology, electronics and other industries
.
In the pharmaceutical and biological industry, more than 40 companies have been surveyed by institutions
.
Judging from the number of institutions surveyed, Junshi Bio, Mindray Medical, Amic and other pharmaceutical and biological stocks are highly sought after by institutions, and more than 500 institutions have participated in the survey
.
Among them, Junshi Biotechnology, a research and development-oriented high-tech company focusing on the development of therapeutic antibodies, has been surveyed by 576 institutions including Guosheng Securities in April, including 74 securities companies and 118 fund companies
.
According to the 2021 annual report, Junshi Bio achieved an operating income of 4.
025 billion yuan, a year-on-year increase of 152%, and a net profit of -720 million yuan, a sharp drop from the loss in the same period last year
.
Regarding the changes in performance, the company stated that the substantial increase in revenue in 2021 is mainly due to the substantial increase in technology licensing revenue, the increase in franchise revenue, and the sales revenue from the commercialization of toripalimab injection in the domestic market
.
Mindray Medical, the leading domestic medical device company, has been investigated by 551 institutions including Cathay Life Insurance and Huaan Fund since April.
The performance of the line's blockbuster products, the performance highlights of the company's four emerging businesses in 2021,
etc.
The company mentioned in the research and interaction that its four major emerging businesses are animal medicine, minimally invasive surgery, orthopedics, and AED.
trend of rapid growth
.
The 2021 annual report shows that in 2021, Mindray Medical achieved operating income of 25.
270 billion yuan, a year-on-year increase of 20.
18%; net profit attributable to the parent was 8.
002 billion yuan, a year-on-year increase of 20.
19%
.
In addition, the company's 2022 first quarter results announcement stated that the company's revenue in the first quarter of this year was about 6.
943 billion yuan, a year-on-year increase of 20.
1%; net profit was about 2.
105 billion yuan, a year-on-year increase of 22.
74%
.
Aimike, a medical and beauty product manufacturer with hyaluronic acid as its core product, has been surveyed by 501 institutions.
The company will achieve an operating income of 1.
448 billion yuan and a profit of 958 million yuan in 2021
.
In the first quarter of 2022, the company's performance continued to grow, with an operating income of 431 million yuan, a year-on-year increase of 66.
07%; a net profit attributable to the parent of 280 million yuan, a year-on-year increase of 64.
03%
.
In the institutional research records, the company stated that the currently released devices include: three types of devices: two fillers are in the clinical stage; implantation lines are also preclinical
.
Medicine-related: Botulinum toxin is in Phase III clinical trials; hyaluronidase for injection is being developed in preclinical development (combined with other drugs, and there are "dissolving enzymes" in medical beauty); lidocaine cream has obtained clinical approval (the effect is relatively low) Fast, it should be the first in China); liraglutide has completed the first phase of clinical (in the third phase or the second phase is in communication); deoxycholic acid injection is preclinical
.
The growth rate of injection filling products is higher than that of non-surgical products.
By 2030, the market space is expected to exceed 40 billion.
If more shares return to the formal market in the future, this scale is expected to increase
.
Thread implantation is a surgical procedure, which requires no hyperplasia and scarring, so certain market education is required
.
In addition, the weight loss market is also being laid out
.
In addition, Aohua Endoscopy, a domestic soft lens company, Tofflon, a leading domestic pharmaceutical equipment company, and Changchun Hi-Tech, a leading growth hormone company, have also attracted the attention of institutions, and the number of investigators has reached 362.
, 319, 234
.
It is understood that the overall performance of the pharmaceutical and biological industry in 2021 and the first quarter of 2022 will perform well
.
Wind data shows that all listed companies in the pharmaceutical sector (excluding companies with large changes in non-recurring profit and loss of the same caliber and new shares, and excluding some companies with abnormal operating fluctuations) will increase their operating income by 14.
94% year-on-year in 2021.
In the first quarter of 2022, the operating income increased by 11.
49% year-on-year, and the net profit after deducting non-returning to the parent company increased by 15.
24% year-on-year
.
Western Securities said that although the pharmaceutical industry has experienced a significant drawdown, the underlying logic of industry investment has not changed.
It still focuses on breakthroughs in medical technology, improved R&D efficiency, and satisfied medical needs.
Companies that conform to the industry trend are still worthy of long-term optimistic
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
In April, the "steering wheel" of institutional research turned, no longer favoring new energy-related stocks, but turned to pharmaceutical biology, electronics and other industries
.
In the pharmaceutical and biological industry, more than 40 companies have been surveyed by institutions
.
Judging from the number of institutions surveyed, Junshi Bio, Mindray Medical, Amic and other pharmaceutical and biological stocks are highly sought after by institutions, and more than 500 institutions have participated in the survey
.
Among them, Junshi Biotechnology, a research and development-oriented high-tech company focusing on the development of therapeutic antibodies, has been surveyed by 576 institutions including Guosheng Securities in April, including 74 securities companies and 118 fund companies
.
According to the 2021 annual report, Junshi Bio achieved an operating income of 4.
025 billion yuan, a year-on-year increase of 152%, and a net profit of -720 million yuan, a sharp drop from the loss in the same period last year
.
Regarding the changes in performance, the company stated that the substantial increase in revenue in 2021 is mainly due to the substantial increase in technology licensing revenue, the increase in franchise revenue, and the sales revenue from the commercialization of toripalimab injection in the domestic market
.
Mindray Medical, the leading domestic medical device company, has been investigated by 551 institutions including Cathay Life Insurance and Huaan Fund since April.
The performance of the line's blockbuster products, the performance highlights of the company's four emerging businesses in 2021,
etc.
The company mentioned in the research and interaction that its four major emerging businesses are animal medicine, minimally invasive surgery, orthopedics, and AED.
trend of rapid growth
.
The 2021 annual report shows that in 2021, Mindray Medical achieved operating income of 25.
270 billion yuan, a year-on-year increase of 20.
18%; net profit attributable to the parent was 8.
002 billion yuan, a year-on-year increase of 20.
19%
.
In addition, the company's 2022 first quarter results announcement stated that the company's revenue in the first quarter of this year was about 6.
943 billion yuan, a year-on-year increase of 20.
1%; net profit was about 2.
105 billion yuan, a year-on-year increase of 22.
74%
.
Aimike, a medical and beauty product manufacturer with hyaluronic acid as its core product, has been surveyed by 501 institutions.
The company will achieve an operating income of 1.
448 billion yuan and a profit of 958 million yuan in 2021
.
In the first quarter of 2022, the company's performance continued to grow, with an operating income of 431 million yuan, a year-on-year increase of 66.
07%; a net profit attributable to the parent of 280 million yuan, a year-on-year increase of 64.
03%
.
In the institutional research records, the company stated that the currently released devices include: three types of devices: two fillers are in the clinical stage; implantation lines are also preclinical
.
Medicine-related: Botulinum toxin is in Phase III clinical trials; hyaluronidase for injection is being developed in preclinical development (combined with other drugs, and there are "dissolving enzymes" in medical beauty); lidocaine cream has obtained clinical approval (the effect is relatively low) Fast, it should be the first in China); liraglutide has completed the first phase of clinical (in the third phase or the second phase is in communication); deoxycholic acid injection is preclinical
.
The growth rate of injection filling products is higher than that of non-surgical products.
By 2030, the market space is expected to exceed 40 billion.
If more shares return to the formal market in the future, this scale is expected to increase
.
Thread implantation is a surgical procedure, which requires no hyperplasia and scarring, so certain market education is required
.
In addition, the weight loss market is also being laid out
.
In addition, Aohua Endoscopy, a domestic soft lens company, Tofflon, a leading domestic pharmaceutical equipment company, and Changchun Hi-Tech, a leading growth hormone company, have also attracted the attention of institutions, and the number of investigators has reached 362.
, 319, 234
.
It is understood that the overall performance of the pharmaceutical and biological industry in 2021 and the first quarter of 2022 will perform well
.
Wind data shows that all listed companies in the pharmaceutical sector (excluding companies with large changes in non-recurring profit and loss of the same caliber and new shares, and excluding some companies with abnormal operating fluctuations) will increase their operating income by 14.
94% year-on-year in 2021.
In the first quarter of 2022, the operating income increased by 11.
49% year-on-year, and the net profit after deducting non-returning to the parent company increased by 15.
24% year-on-year
.
Western Securities said that although the pharmaceutical industry has experienced a significant drawdown, the underlying logic of industry investment has not changed.
It still focuses on breakthroughs in medical technology, improved R&D efficiency, and satisfied medical needs.
Companies that conform to the industry trend are still worthy of long-term optimistic
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
