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[Pharmaceutical Network Pharmaceutical Stock Market] Pharmaceutical stocks, especially B-class pharmaceutical stocks, fell for four consecutive days.
BeiGene fell by more than 6%, Zai Lab fell by nearly 5%, WuXi Biologics, Innovent Biopharmaceuticals fell by nearly 4%, and Harbin Pharmaceutical fell by nearly 4%.
, Peijia Medical fell more than 3%, and CStone Pharmaceuticals and CanSino fell more than 2%
.
BeiGene BeiGene was listed on the Shanghai Stock Exchange's Science and Technology Innovation Board on December 15, 2021, with an issue price of 192.
60 yuan per share
.
The stock opened at 176.
96 yuan on the first day of listing, which fell below the issue price and closed at 160.
98 yuan, a decrease of 16.
42%
.
The stock has fluctuated downwards since its listing
.
According to the prospectus disclosed by BeiGene on December 8, 2021, the company plans to raise funds of 20 billion yuan, which will be used for drug clinical trial research and development projects, research and development center construction projects, production base research and development and industrialization projects, and marketing network construction projects.
, Supplementary working capital
.
It is understood that on January 5, 2022, BeiGene announced that the new generation of epoxy ketone proteasome inhibitor carfilzomib for injection (trade name: Kailos) was officially supplied in China
.
The drug is a commercial drug successfully introduced in China by BeiGene through its strategic cooperation with Amgen.
It is suitable for the treatment of adult patients with relapsed or refractory multiple myeloma in combination with dexamethasone
.
Zai Lab is a major domestic license-in enterprise, and has successively reached more than ten transactions with foreign pharmaceutical companies such as Sanofi, GSK/Tesaro, Regeneron, and MacroGenics
.
As a well-known innovative pharmaceutical company with the "Lisence-in" model in China, Zai Lab broke the traditional 10-year, US$1 billion pharmaceutical R&D "Double Ten Rule", commercialized 3 products within 7 years with the Lisence-in strategy, and The listing was completed in Hong Kong and the United States.
This model is also known as the "Zai Ding Model" in the international industry, and this model is also an important basis for the market to evaluate its value
.
According to the industry, today, the stock price of Zai Lab has been fluctuating, which puts the valuation of this domestic license-in giant at risk of revaluation
.
WuXi Biologics Although the stock price of WuXi Biologics has halved from its high level, it is understood that the company's business operations are normal and are still developing rapidly
.
The data shows that the number of H1 projects of WuXi Biologics in 2021 will reach 408, and the number of such projects will further increase to 441 in the third quarter, and the market share of clinical projects will reach 40%+.
Due to the high stickiness of the CDMO industry, according to the company's "Follow "Molecules win molecules" strategy, and it is expected that the company's market share in the later stages will gradually increase as these projects funnel into the late clinical and commercial stages
.
According to a research report, the "buy" rating of WuXi Biologics is maintained.
Due to the high visibility and high stickiness of the CDMO business, it is expected that the revenue will remain high in 2021-23, and the profit margin will gradually fall within a reasonable range of 30%.
The target price is HK$108.
7 , a 23.
6% upside from the current price
.
In response to the drop in share price, Innovent issued an announcement saying that the company's business operations are normal and that it is full of confidence in the company's development
.
Innovent said that the company has established a pipeline with 26 clinical products in different stages and more than 80 preclinical projects
.
It is expected to expand to at least ten approved products in the next two years, and is confident and capable of maintaining long-term steady growth in business operations
.
BeiGene fell by more than 6%, Zai Lab fell by nearly 5%, WuXi Biologics, Innovent Biopharmaceuticals fell by nearly 4%, and Harbin Pharmaceutical fell by nearly 4%.
, Peijia Medical fell more than 3%, and CStone Pharmaceuticals and CanSino fell more than 2%
.
BeiGene BeiGene was listed on the Shanghai Stock Exchange's Science and Technology Innovation Board on December 15, 2021, with an issue price of 192.
60 yuan per share
.
The stock opened at 176.
96 yuan on the first day of listing, which fell below the issue price and closed at 160.
98 yuan, a decrease of 16.
42%
.
The stock has fluctuated downwards since its listing
.
According to the prospectus disclosed by BeiGene on December 8, 2021, the company plans to raise funds of 20 billion yuan, which will be used for drug clinical trial research and development projects, research and development center construction projects, production base research and development and industrialization projects, and marketing network construction projects.
, Supplementary working capital
.
It is understood that on January 5, 2022, BeiGene announced that the new generation of epoxy ketone proteasome inhibitor carfilzomib for injection (trade name: Kailos) was officially supplied in China
.
The drug is a commercial drug successfully introduced in China by BeiGene through its strategic cooperation with Amgen.
It is suitable for the treatment of adult patients with relapsed or refractory multiple myeloma in combination with dexamethasone
.
Zai Lab is a major domestic license-in enterprise, and has successively reached more than ten transactions with foreign pharmaceutical companies such as Sanofi, GSK/Tesaro, Regeneron, and MacroGenics
.
As a well-known innovative pharmaceutical company with the "Lisence-in" model in China, Zai Lab broke the traditional 10-year, US$1 billion pharmaceutical R&D "Double Ten Rule", commercialized 3 products within 7 years with the Lisence-in strategy, and The listing was completed in Hong Kong and the United States.
This model is also known as the "Zai Ding Model" in the international industry, and this model is also an important basis for the market to evaluate its value
.
According to the industry, today, the stock price of Zai Lab has been fluctuating, which puts the valuation of this domestic license-in giant at risk of revaluation
.
WuXi Biologics Although the stock price of WuXi Biologics has halved from its high level, it is understood that the company's business operations are normal and are still developing rapidly
.
The data shows that the number of H1 projects of WuXi Biologics in 2021 will reach 408, and the number of such projects will further increase to 441 in the third quarter, and the market share of clinical projects will reach 40%+.
Due to the high stickiness of the CDMO industry, according to the company's "Follow "Molecules win molecules" strategy, and it is expected that the company's market share in the later stages will gradually increase as these projects funnel into the late clinical and commercial stages
.
According to a research report, the "buy" rating of WuXi Biologics is maintained.
Due to the high visibility and high stickiness of the CDMO business, it is expected that the revenue will remain high in 2021-23, and the profit margin will gradually fall within a reasonable range of 30%.
The target price is HK$108.
7 , a 23.
6% upside from the current price
.
In response to the drop in share price, Innovent issued an announcement saying that the company's business operations are normal and that it is full of confidence in the company's development
.
Innovent said that the company has established a pipeline with 26 clinical products in different stages and more than 80 preclinical projects
.
It is expected to expand to at least ten approved products in the next two years, and is confident and capable of maintaining long-term steady growth in business operations
.
