Some analysts said that pharmaceutical research and development investment will continue to grow, and the penetration rate of research and development outsourcing services will continue to increase, which will help maintain the high prosperity of
the CXO industry.
It is reported that since the third quarter, the CXO plate has solid fundamentals, has strong global competitiveness, and has attracted the attention
of institutions.
The data shows that since the third quarter, CXO (pharmaceutical outsourcing services, including CRO and CDMO) listed companies have obtained 1436 institutional surveys
.
Among them, the number of institutions investigating four companies, namely Medisi, Nuohe Zhiyuan, Puluo Pharmaceutical and Jiuzhou Pharmaceutical, has exceeded 100
.
It is reported that the concerns of institutional investors are mainly focused on CDMO business development, new contract structure, production capacity, etc
.
Among them, Medici said in the survey that the company's pharmaceutical research services include API research services and preparation research services, which are still in the laboratory research stage
.
CDMO/CMO is the direction in which the company will focus on expansion in
the future.
The company plans to expand the scale of CDMO services and establish a large-scale production base
that meets GMP standards through strategic cooperation, self-construction or mergers and acquisitions.
It is reported that Medici is a key enterprise in the preclinical CRO industry; The service covers the whole process of pharmaceutical preclinical new drug research, mainly including drug discovery, pharmaceutical research and preclinical research, and can provide customers with one-stop biomedical preclinical research and development services from lead compound screening optimization to new drug clinical approval declaration
.
Medici said that in terms of the newly signed unilateral structure, the company signed a new order of 1.
668 billion yuan in the first half of the year, an increase of about 62.
6%.
Among them, the new contract between drug discovery and pharmaceutical research services was 680 million yuan, an increase of about 43% year-on-year; Preclinical research services were newly signed for 988 million yuan, an increase of about 80%
year-on-year.
Nuohe Zhiyuan is a life science basic research, medical and clinical application research to provide multi-level scientific research and technical services and solutions, while independently developing innovative genetic testing medical devices
.
The main products are basic scientific research services of life sciences, medical research and technical services, and library sequencing platform services
.
Nuohe Zhiyuan said in the survey that the company currently has domestic laboratories in Tianjin, Nanjing, Guangzhou and Shanghai, and has established overseas localization laboratories in Singapore, the United States and the United Kingdom, and in the future, the company will continue to build a global technical service network, implement the "global localization" strategy, build or expand in the eastern United States, the United Kingdom, Singapore and other places, and configure automated flexible intelligent delivery systems in newly built or expanded laboratories to further improve the efficiency of testing while improving
。
In addition, the main products of Puluo Pharmaceutical involve anti-infection, anti-tumor, heart-blood cerebral tube, psychiatric and veterinary drugs, among which veterinary drugs mainly include tylostin, colistin sulfate, etc.
, mainly used for swine asthma, porcine red diarrhea, etc.
; It has cooperated with veterinary drug companies such as Zoetis, and will focus on developing and undertaking more veterinary drug CMO business in the
future.
Puluo Pharmaceutical said in the survey that CDMO has a fermentation production line in the first half of the year and began commercial production, and another four high-activity product production lines and a multi-functional workshop will be put into use
in the second half of the year.
The author also learned that the topping out ceremony of the R&D building of the CDMO global innovative drug service platform project of Puluo Pharmaceutical was successfully held
recently.
The CDMO R&D building covers an area of 2,501 square meters with a total construction area of 13,195 square meters and a total of five floors
.
After the completion of the project, it can meet the needs of the CDMO R&D team of more than 500 people in Puluo Pharmaceutical
.
Next, the project is about to enter the interior decoration stage, and the company strives to put it into use
at the end of the first quarter of 2023.
The main business of Jiuzhou Pharmaceutical is the research and development, production and sales of chemical APIs and pharmaceutical intermediates, and the product treatment field involves central nervous system drugs, non-steroidal anti-inflammatory drugs, anti-infective drugs and hypoglycemic drugs
.
According to the data, Jiuzhou Pharmaceutical achieved a main revenue of 2.
954 billion yuan in the first half of 2022, up 58.
15% year-on-year; Net profit attributable to the mother was 468 million yuan, up 70.
31% year-on-year;
Jiuzhou Pharmaceutical said in the survey that in the first half of the year, the company's CDMO project achieved high-quality growth, and the company will continue to optimize the project pipeline in the future to boost the rapid growth of
the business.
Jiuzhou Pharmaceutical also said that at present, the company has built a peptide research and development platform and a preparation CDMO platform
.
The peptide R&D platform has undertaken the customized peptide and peptide new drug IND commissioned research and development business of a number of new drug research and development companies, with a single order size of more than 10 million; At the same time, according to the company's five-year strategic plan, accelerate the layout
of new technology fields such as nucleic acids.
Disclaimer: Under no circumstances does the information herein or the opinions expressed in this article constitute investment advice
to any person.
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