In the past August, because of the intensive disclosure of the interim report, enterprises have also been significantly investigated by institutions
.
According to the data, the institution surveyed 766 companies in August, and its traditional Chinese medicine industry is still one
of the objects of attention of the institution.
According to statistics, 138 companies have been surveyed by more than 100 companies, and the pharmaceutical field includes Mindray Medical, Aimike, Aibo Medical, Huadong Pharmaceutical, Kaili Medical, etc
.
In addition, Jiudian Pharmaceutical was surveyed
6 times.
Among them, Mindray Medical was surveyed twice in August, with a total of 611 research institutions, including 82 fund companies, 56 securities companies, 65 Sunshine Private Placements, 31 insurance companies, 175 overseas institutions, 10 QFII and 274 other institutions
.
Aimeike was surveyed once in August, with a total of 495 research institutions; Aibo Medical was surveyed once in August, with a total of 359 research institutions; Huadong Pharmaceutical was surveyed once in August, with a total of 336 research institutions; Open Medical Was Surveyed once in August, with a total of 301 research institutions; Jiudian Pharmaceutical was surveyed 6 times in August, with a total of 214 research institutions
.
In the survey, Mindray Medical said that due to the impact of the epidemic in overseas developing countries in the first quarter of 2021 and the pressure of the base brought about by the shortage of medical shortages in Europe, the overseas market in the first quarter of this year only grew
by single digits year-on-year.
However, since entering the second quarter, the pressure on the base has been significantly alleviated, and the outpatient volume, hospitalization volume and surgical volume of hospitals under the new normal of overseas anti-epidemic have been fully restored, so conventional businesses such as IVD reagents, ultrasound, and anesthesia machines have achieved a significant recovery, making the overseas market growth nearly 30% in the second quarter, of which the growth rate of developing countries has also rebounded to more than
40%.
Mindray Medical also said that thanks to the continuous breakthrough of overseas high-end markets, the company's overseas markets have improved
every year.
In order to achieve this goal, the company has set up overseas supply chain and manufacturing departments this year to prepare in advance for overseas local production, including overseas localization of IVD reagents, laying a solid foundation
for more overseas IVD high-end breakthroughs.
In terms of marketing, the overseas IT platform has been fully launched, and the marketing system reform of introducing China's marketing management experience into developing countries is still continuing, and the new products are introduced rhythmically while further consolidating the direct sales platform in developed countries, so as to ensure efficient sales and achieve rapid growth of overseas business and rapid growth
in developing countries.
Aimek asked the institution in the survey, "What is the clinical progress of botulinum toxin in the company?" What is the progress of other products under development? The answer said that botulinum toxin products are currently in the data collation stage of the late clinical stage
.
The clinical unit is basically in the Beijing area
.
After collating the clinical data, the company will submit a registration declaration
as soon as possible.
Other products under development: (1) In terms of devices, two filler injection products are in the clinical stage, and facial implant threads are in the pre-clinical stage
.
(2) In terms of drugs, hyaluronidase for injection is currently progressing smoothly in the preclinical stage; Lidocaine cream in the clinical trial stage, the product is a supplement to the injectable products, bringing convenient and effective effects to patients; Deoxycholic acid has adjusted the technical pathway and is still in the preclinical research phase; Liraglutide injection for weight management has completed Phase I clinical trials
.
Other products are still in the reserve stage
.
Aibo Medical said in the institutional survey that the reasons for the high growth of the company's orthokeratology mirror business are as follows: First, the puno pupil orthokeratology mirror products have a short time to market and the overall base is small; Second, Punuo pupil orthokeratology mirror has technical advantages, with a full arc segment aspherical design, terminal general feedback Punuo pupil orthokeratology mirror fitting adaptability is better, the success rate is higher, spot dyeing rate, fragment rate is low; Third, relying on the channel advantages of the early crystal development, the academic advantages of ophthalmology, and the brand advantages, coupled with the company's professional sales team, the comprehensive synergy of the above conditions has promoted the Punuo pupil orthokeratology mirror to maintain high growth
under the influence of the epidemic.
Aibo Medical also said that at present, the company's products sold in overseas markets are mainly intraocular lenses, and the overall sales growth rate overseas exceeds the domestic growth
.
Huadong Pharmaceutical said in the institutional survey that the company has formulated a strategic plan for innovative drugs in the next 5 years, focusing on the existing treatment field, clarifying the key direction and number of innovative projects set up each year during the planning period, and proposing to complete no less than 15 innovative varieties (including innovative drugs, improved new drugs and innovative medical devices) each year during the
planning period 。 In addition, the company is also actively exploring and learning from the construction of advanced innovative drug research and development system, constantly optimizing and adjusting the company's overall research and development system architecture, and through the introduction of high-level research and development talents, establishing a scientific research team covering the whole cycle of innovative drug research and development, improving the functional modules of innovative project research and development, and fully ensuring the realization
of the company's strategic planning goals for innovative projects.
Kaili Medical said that in the first half of 2022, the company's various business developments are in line with the plan formulated at the beginning of the year, the ultrasound business grows steadily, the endoscopy business maintains a high growth rate, and the overall company's revenue growth is significant, and the net profit performance is better
.
The company believes that the net profit growth rate in the first half of the year is higher, mainly due to the "scale effect", from the second half of 2021, the company's financial data has gradually shown the trend of entering the "scale effect" stage, and confirmed this trend
for three or four consecutive quarters.
