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[Pharmaceutical Network Industry News] Since August, biopharmaceuticals have become the focus of institutions, and many companies have been investigated by institutions, involving many sub-sectors
.
According to statistics, as of August 24, Topbond, Jiudian Pharmaceutical, and Rima Precision have been investigated more frequently this month
.
Among them, Jiudian Pharmaceutical has been investigated 10 times as an enterprise in the western medicine industry, and a total of 51 fund companies have gone to investigate
.
It is reported that when Jiudian Pharmaceuticals was investigated by the institution, the issue of APIs and excipients became one of the issues that the institution focused on
.
Regarding the agency's question, "The growth rate of APIs and excipients is relatively fast, what is the reason, and what is the trend in the next few years?" Excipients are after adjusting the product structure, focusing on the development of excipients for injection and biological preparations, while creating the characteristics of excipients for external preparations, and coordinating the development of excipients for oral preparations.
The early stage customer development results have gradually emerged, and sales have been transformed
.
The company stated that under the centralized procurement policy, APIs are the basis for the survival and development of preparation enterprises.
Mastering the raw materials will win the flexibility of prices.
One of the company's current strategic directions is "formulation + API + pharmaceutical excipients".
integrated development
.
In this regard, the industry said that due to the impact of centralized procurement, APIs are the basis for the survival and development of preparation companies.
It can be said that such production materials have become the upstream necessities of many biopharmaceutical companies, and the advantages of some technological breakthroughs are The key to helping achieve the goal of domestic substitution
.
In addition to Jiudian Pharmaceuticals, Fujifilm has also received research from several institutions this month, with the focus on breakthroughs in technical processes
.
If an investor asks, "Fujilay currently has a new enzymatic process improvement in technology, what are the advantages of the company's use of synthetic biology to produce lipoic acid?" In response to this question, Fujilay said that the company has carried out in-depth research and development with East China University of Science and Technology.
, using its powerful enzyme research and development platform to select high-quality strains for optimization, the entire technology development process has gone through several years, and the company has devoted a lot of effort to the industrialization research and development process
.
The R-lipoic acid produced by the company's enzymatic method has been mass-produced and sold externally in the first half of the year, marking the successful commercialization of the company's new R-lipoic acid process
.
The R-6.
8 acid produced by the enzymatic chiral synthesis technology can directly produce R-lipoic acid, which has many advantages such as few reaction steps, high safety and low cost
.
At the same time, the enzymatic synthesis of the company's L-carnosine products is also under development
.
In addition, the CDMO business carried out by Fuji-Lay has also attracted the attention of institutions.
Fuji-Lai said that Fuji-Lai is based on APIs.
In the process of development, Fuji-Lai will take advantage of the manufacturing side to undertake some orders in the commercialization stage.
It is in the direction of PI.
Customers want to pursue cost improvement and process optimization in the future, so Fujilai can just take advantage of these opportunities and surplus production capacity to undertake such customer orders, so Fujiray's business model is different from Asymchem.
, there is no direct competition between the two parties
.
It is reported that in this month's institutional research, biopharmaceutical companies such as Joincare, Huatdyne, and Livzon Group have also been investigated by the institution
.
The industry said that, unlike the previous focus on the impact of centralized procurement policies on enterprises, the current institutions pay more attention to the strength of enterprises' innovative technological transformation and breakthroughs
.
Another person said that the current investment environment for the pharmaceutical sector is relatively good, and it is unlikely that the valuation of the entire pharmaceutical industry will drop sharply again
.
Disclaimer: Under no circumstances shall the information or opinions expressed in this article constitute investment advice to anyone
.
.
According to statistics, as of August 24, Topbond, Jiudian Pharmaceutical, and Rima Precision have been investigated more frequently this month
.
Among them, Jiudian Pharmaceutical has been investigated 10 times as an enterprise in the western medicine industry, and a total of 51 fund companies have gone to investigate
.
It is reported that when Jiudian Pharmaceuticals was investigated by the institution, the issue of APIs and excipients became one of the issues that the institution focused on
.
Regarding the agency's question, "The growth rate of APIs and excipients is relatively fast, what is the reason, and what is the trend in the next few years?" Excipients are after adjusting the product structure, focusing on the development of excipients for injection and biological preparations, while creating the characteristics of excipients for external preparations, and coordinating the development of excipients for oral preparations.
The early stage customer development results have gradually emerged, and sales have been transformed
.
The company stated that under the centralized procurement policy, APIs are the basis for the survival and development of preparation enterprises.
Mastering the raw materials will win the flexibility of prices.
One of the company's current strategic directions is "formulation + API + pharmaceutical excipients".
integrated development
.
In this regard, the industry said that due to the impact of centralized procurement, APIs are the basis for the survival and development of preparation companies.
It can be said that such production materials have become the upstream necessities of many biopharmaceutical companies, and the advantages of some technological breakthroughs are The key to helping achieve the goal of domestic substitution
.
In addition to Jiudian Pharmaceuticals, Fujifilm has also received research from several institutions this month, with the focus on breakthroughs in technical processes
.
If an investor asks, "Fujilay currently has a new enzymatic process improvement in technology, what are the advantages of the company's use of synthetic biology to produce lipoic acid?" In response to this question, Fujilay said that the company has carried out in-depth research and development with East China University of Science and Technology.
, using its powerful enzyme research and development platform to select high-quality strains for optimization, the entire technology development process has gone through several years, and the company has devoted a lot of effort to the industrialization research and development process
.
The R-lipoic acid produced by the company's enzymatic method has been mass-produced and sold externally in the first half of the year, marking the successful commercialization of the company's new R-lipoic acid process
.
The R-6.
8 acid produced by the enzymatic chiral synthesis technology can directly produce R-lipoic acid, which has many advantages such as few reaction steps, high safety and low cost
.
At the same time, the enzymatic synthesis of the company's L-carnosine products is also under development
.
In addition, the CDMO business carried out by Fuji-Lay has also attracted the attention of institutions.
Fuji-Lai said that Fuji-Lai is based on APIs.
In the process of development, Fuji-Lai will take advantage of the manufacturing side to undertake some orders in the commercialization stage.
It is in the direction of PI.
Customers want to pursue cost improvement and process optimization in the future, so Fujilai can just take advantage of these opportunities and surplus production capacity to undertake such customer orders, so Fujiray's business model is different from Asymchem.
, there is no direct competition between the two parties
.
It is reported that in this month's institutional research, biopharmaceutical companies such as Joincare, Huatdyne, and Livzon Group have also been investigated by the institution
.
The industry said that, unlike the previous focus on the impact of centralized procurement policies on enterprises, the current institutions pay more attention to the strength of enterprises' innovative technological transformation and breakthroughs
.
Another person said that the current investment environment for the pharmaceutical sector is relatively good, and it is unlikely that the valuation of the entire pharmaceutical industry will drop sharply again
.
Disclaimer: Under no circumstances shall the information or opinions expressed in this article constitute investment advice to anyone
.
