Innovative drugs and traditional Chinese medicine concept stocks continue to strengthen, and many stocks rose to the limit on January 16!

Some institutions believe that innovation is still the source of sustainable development of the pharmaceutical industry, and investment in the pharmaceutical industry needs to return to the origin to find some certainty
.
It is reported that on January 16, innovative drug concept stocks continued to strengthen, Hengrui Pharmaceutical, Kailaiying and other stocks rose to the limit, Kangbei, Medixi, Zhaoyan New Drug, WuXi AppTec, Tigermed Pharmaceutical, PharmaBlock and so on
.
The data shows that at 10:08 on January 16, Hengrui Pharmaceutical rose to the limit, and the current transaction volume was 2.
951 billion yuan
.
In terms of data, Hengrui Pharmaceutical has a cumulative increase of 12.
35% in the past 3 days and 9.
23% in the past 5 days, with a cumulative net inflow of 136 million yuan of main funds in the first 3 days and a cumulative net inflow of 136 million
yuan of main funds in the first 5 days.
On the news, Hengrui Pharmaceutical issued an announcement on the evening of January 15 that the company recently received the "Drug Registration Certificate"
of cyclophosphamide capsules approved and issued by the State Food and Drug Administration.
Cyclophosphamide is involved in the cross-linking of tumor cell DNA and is bioconverted to active alkylated metabolites
in the liver primarily through a mixed functional microsomal oxidase system.
Upon inquiry, the global sales of cyclophosphamide-related dosage forms in 2021 were approximately US$325 million
.
Up to now, the cumulative R&D expenses of cyclophosphamide capsule-related projects have been about 7.
91 million yuan
.
In addition, Hengrui Pharmaceutical recently said on the interactive platform that the company has 11 innovative drugs approved for marketing, the company's introduction of class 1 new drug Linplisept has also been approved for marketing recently, more than 60 innovative drugs are under clinical development, and more than 260 clinical trials are carried out
at home and abroad.
At 10:15 on January 16, Kailaiying rose to the limit, and the current transaction was 1.
212 billion yuan
.
In terms of data, Kaileying has a cumulative increase of 11.
26% in the past 3 days, a cumulative increase of 12.
29% in the past 5 days, and the cumulative net outflow of main funds in the first 3 days is 08 million yuan; the cumulative net outflow of main funds in the first 5 days is 18 million yuan
.
On the news, Zheshang Securities recently released a research report saying that looking forward to 2023-2025, the proportion of revenue from commercial projects of Kaileying is still expected to remain at a high proportion (benefiting from the continuous entry of commercial projects into the cashing period).

With more production capacity put into use and the continuous explosive growth of the demand side, the proportion of the company's emerging business is expected to continue to increase
.
In addition, the bank believes that the company's small molecule CDMO business is still expected to enter a new round of accelerated development under the continuous realization of commercialization and the rapid development of emerging businesses
.
Recently, Kaileying said on the interactive platform that CDMO has obvious advantages in improving the efficiency of innovative drug research and development, accelerating the launch of new drugs and reducing the production cost of commercialized new drugs
.
Practice has proved that the professional and continuous division of labor in drug R&D and manufacturing is more conducive to the healthy development of the industry and is in line with the trend
of future development.
The company has experienced from the industry practice that the market demand at home and abroad is still relatively strong
.
On the one hand, the company will rely on the market reputation, customer reputation accumulated over the years and core service capabilities at home and abroad, deeply rooted in the CDMO industry track; At the same time, we will also adhere to the business philosophy of "thinking of danger in times of peace, walking on thin ice, and accumulating thick and thin", and pay close attention to the situation of internal and external factors in all aspects to respond
positively.
Innovation is still the source of
sustainable development of the pharmaceutical industry.
Analysts pointed out that in the long run, continue to be optimistic about the innovative drug sector
.
The core focus is on "A" (the marginal impact of centralized procurement on the revenue side of the enterprise is weakened, ushering in the performance inflection point) + "B" (innovative or characteristic varieties gradually enter the sales or product data cashing period) type Big Pharma, as well as Bio Pharma / Biotech pharmaceutical companies
with differentiation, internationalization and good commercialization potential.
It is understood that on January 16, in addition to the strengthening of innovative drug concept stocks, Luoxin Pharmaceutical, a hot stock of traditional Chinese medicine concepts, also touched the limit at 9:38, and the current price was 8.
55, up 10.
04%.

According to the data, Luoxin Pharmaceutical's products mainly include digestive system drugs, antibiotic drugs and respiratory drugs, drugs and medical devices
.
The engineering construction project of traditional Chinese medicine industrial base of Shandong Luoxin Lekang Pharmaceutical Co.
, Ltd.
invested and constructed by the company has been put into production, and the company has obtained more than ten varieties of production approvals such as montmorillonite powder, throat clearing and pharyngeal compound, cold cough granules, and cough syrup and have been put on the market
.
In addition, the physiological seawater nasal spray device declared by its subsidiary Luoxin Health Industry (Chengdu) Co.
, Ltd.
as the registered agent of YSLAB in China has obtained the medical device registration certificate
issued by the State Medical Products Administration.
Analysts said that in 2023, the investment value of the traditional Chinese medicine industry will remain unchanged, the policy dimension The state will vigorously support and promote the development of traditional Chinese medicine, promote the inheritance and innovation of traditional Chinese medicine, adhere to the equal emphasis on traditional Chinese and Western medicine, and the policy dividends and new demand for the traditional Chinese medicine industry will continue, and the policy will form a multiple driving
force for the traditional Chinese medicine industry from the supply side, demand side and payment side.