Data show that as of January 15, a total of 1,871 large transactions have occurred in the A-share market since 2023, with a cumulative transaction volume of 2.
071 billion shares and a cumulative turnover of 29.
191 billion yuan
.
From the perspective of industry, the pharmaceutical and biological industry is one of the favored industries, with a cumulative transaction turnover of more than 10 billion yuan
.
Among them, Hengrui Pharmaceutical and WuXi AppTec ranked first
in the cumulative transaction turnover.
Among them, Hengrui Pharmaceutical has had 58 large transactions since January as of January 15, with a cumulative transaction of 69.
6092 million shares and a cumulative turnover of 2.
585 billion yuan, which has exceeded the turnover of last year
.
Hengrui Pharmaceutical recently said that at present, the company has 11 innovative drugs such as revilumide, dalcilide, carrelizumab and other innovative drugs approved for marketing, the company's introduction of class 1 new drug linplisept has also been approved for marketing recently, and more than 60 innovative drugs are under clinical development, and more than 260 clinical trials are carried out
at home and abroad.
At the same time, the company has steadily promoted the international progress of innovative drugs, and has carried out nearly 20 international clinical trials
.
It is understood that Hengrui Pharmaceutical continues to invest in the research and development of innovative drugs to build a deep pipeline of innovative drugs, at present, the company has 5 innovative drugs in the NDA stage and more than 10 innovative drugs in the stage III, and the number of late-stage products in the pipeline is much higher than that of other innovative drug companies
in China.
It is expected that in the next 3 years, Hengrui Pharmaceutical will maintain the approval of 3 or more innovative drugs per year
.
The company has laid out the ADC technology platform, the product SHR-A1811 has been in clinical phase III, and 8 ADC drug candidates have entered the clinical stage, and the accelerated growth of innovative drugs has sufficient
momentum.
Since January, WuXi AppTec has had 38 block trades as of January 15, with a cumulative transaction volume of 17.
1951 million shares and a cumulative turnover of 1.
471 billion yuan
.
Through its unique "CRDMO" and "CTDMO" business models, WuXi AppTec continues to lower the threshold of R&D, help customers improve R&D efficiency, and bring more breakthrough treatment options to patients, covering chemical drug R&D and manufacturing, biological research, preclinical testing and clinical trial R&D, cell and gene therapy R&D, testing and manufacturing
.
Some institutions said that WuXi AppTec has successfully bound a large number of front-end customer orders through customer recognition, and continuously diverted orders to small molecule CDMO, testing business, and biology business, which is also expected to achieve high growth of sustainable orders that exceed market expectations
.
In addition, the global layout of the company's new businesses, such as peptide and oligonucleotide CDMO, and formulation CDMOs, is expected to drive the small molecule CDMO business to achieve a higher compound revenue growth level than the industry in the 2023-2025 or even longer time horizon
.
Based on the forecast of WuXi AppTec's CRDMO business model, CAPEX rhythm and capital expenditure intensity, the agency believes that WuXi AppTec's compound revenue growth rate is expected to accelerate from 17% (2011-2015) and 28% (2016-2020) to 30%-35%
from 2021 to 2025.
Judging from the large transactions since January, the pharmaceutical sector has attracted much attention
.
In addition, some insiders said that the current market is optimistic about the pharmaceutical industry as a whole, and in the medium and long term, it continues to be optimistic about the segment of innovative drugs and innovative devices
.
In addition, the agency said that the current policy margin has improved, the market has gradually shifted to the post-epidemic recovery stage, and it is recommended to pay attention to the main line of consumer medical care, including the epidemic-related traditional Chinese medicine industry, as well as the ophthalmic industry chain, assisted reproduction and other medical service industries
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.
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