Institutional research 3 pharmaceutical and biological companies have been surveyed by more than 100 institutions

【Pharmaceutical Network Industry News】In the past 5 days (October 18 to October 24), the institutional research stock shows that a total of 51 companies have been investigated by institutions, of which 8 are pharmaceutical and biological companies, namely Junshi Biologics, Walt Dyne, Propharmaceutical, Kai Medical, Poinsettia, Weili Medical, OPCOM Vision, and Zhenghai Biotechnology
.
Pharmaceutical and biological industry (Image source: Pharma.
com) From the list of institutional research, 7 of the 8 pharmaceutical and biological companies have been surveyed by more than 20 institutions, and 3 pharmaceutical and biological companies such as Junshi Biologics, Huatdyne and ProPharma have been surveyed
by more than 100 institutions.
Among them, Junshi Biologics has attracted much attention from institutions, and the company has been surveyed
by 181 institutions in the past 5 days.
Junshi's main business is the research and development of new drugs and related technology transfer and services, as well as the production and sales
of new drugs.
The company has a rich pipeline layout in the field of anti-COVID-19, among which the oral nucleoside anti-SARS-CoV-2 drug VV116 (JT001) has completed preclinical research, phase I clinical research, etc.
, and at present, a number of international multi-center registered clinical studies of VV116 are in
progress.
Huatdyne followed closely behind, with 136 institutions participating in the survey, mainly focusing on the company's revenue, Dyne Pharmaceutical's annual revenue growth rate forecast after tomorrow, and the planning of R&D expense ratio
.
According to the third quarterly report of Huatedyne in 2022, the company's main revenue was 1.
819 billion yuan, a year-on-year increase of 15.
67%; the net profit attributable to the parent was 462 million yuan, a year-on-year increase of 45.
1%; Non-net profit was 452 million yuan, up 49.
13%
year-on-year.
Among them, the main revenue in the third quarter was 594 million yuan, a year-on-year increase of 5.
79%; the net profit attributable to the parent was 158 million yuan, a year-on-year increase of 76.
36%; Non-net profit was 155 million yuan, up 90.
91%
year-on-year.
In addition, ProPharma has also received the attention of hundreds of institutions, and has just been investigated by 100 institutions, including institutions such as
Tamsui Spring, Panjing Investment, and High-Flyer Quant.
The company's main business is API intermediates, contract R&D and production services (CDMO), preparations and import and export trade
.
In the CDMO industry, the core of competition depends on the improvement and enhancement of technology and operational efficiency, and the company expressed great confidence in this aspect, and the company has rich experience in the management efficiency of large-scale production; In addition, the technological progress is also very obvious, the construction of the technology platform has brought remarkable results, and the company is very confident
in gaining more markets in the competition.
In terms of market performance, among the pharmaceutical stocks surveyed by institutions, except for OPCOM Vision, the other 7 have risen in the past 5 days, and the top gainers are Poinsettia, Open Medical, Walter Dayne, etc.
, with increases of 9.
20%, 8.
45% and 6.
92%
respectively.
Among the 8 pharmaceutical stocks, 6 have announced their 2022 third quarterly reports, including Walter Dyne, Propharmaceutical, Poinsettia, Weili Medical, OPCOM Vision, and Zhenghai Biotechnology
.
From the perspective of net profit attributable to the parent, there are 5 of the 6 shares with a net profit of more than 100 million yuan, including Huatedyne, Propharmaceutical, Poinsettia, OPCOM Vision, and Zhenghai Biotechnology, of which ProPharmaceutical's net profit attributable to the parent ranks first, achieving a net profit of 657 million yuan in the first three quarters, followed by OPCOM Vision and Huatdyne, with net profits attributable to the parent of 505 million yuan and 462 million yuan
respectively.
In addition, from the perspective of the year-on-year increase in net profit, the increase rate is relatively high for Weili Medical and Walt Dayne, with net profits increasing by 56.
69% and 45.
1%
respectively.
In addition, the net profit growth of Zhenghai Biotech and OPCOM Vision also showed positive growth, increasing by 22.
86% and 14.
06%
respectively.
The net profit attributable to the parent of ProPharmaceutical and Poinsettia in the first three quarters both decreased year-on-year, down 13.
76% and 7.
75%
respectively.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.