The recent period is the forecast disclosure period
for the first three quarters of listed companies.
Flush data shows that as of October 14, nine companies in the A-share pharmaceutical and biological industry (Shenwan Industry Classification) have disclosed their performance forecasts for the first three quarters, of which eight are expected to achieve year-on-year growth in net profit, and four pharmaceutical companies are expected to have a year-on-year increase in net profit of more than 100% in the first three quarters, namely Wantai Biotech, BGI Intelligent Manufacturing, CapBiologics and WuXi AppTec
.
From the perspective of subdivisions, the four companies belong to in vitro diagnostics, medical devices, CRO and other subdivisions
.
Wantai Biotech: Net profit in the first three quarters is expected to increase by more than 216% year-on-year
Wantai Biotech announced on October 11 that it expects a net profit of 3.
75 billion yuan to 3.
95 billion yuan in the first three quarters, a year-on-year increase of 216%-232%.
As for the reasons for the growth of performance, the company attributed that the bivalent cervical cancer vaccine continued to maintain strong production and sales, and the revenue and profit grew rapidly; Revenue and profit from new crown raw materials and new crown detection reagents achieved rapid growth
.
According to the data, Wantai Biotech is an enterprise engaged in the research and development, production and sales of in vitro diagnostic reagents, instruments and vaccines, and has achieved the world's first hepatitis
E vaccine and the first domestic bivalent cervical cancer vaccine.
BGI: It is expected that the net profit in the first three quarters will increase by more than 311.
80% year-on-year
BGI, a medical device company listed on the science and technology innovation board on September 9, expects to achieve operating income of about 3.
281 billion yuan to 3.
441 billion yuan in the first three quarters of this year, a year-on-year increase of 15.
26% to 20.
88%; The net profit attributable to the parent was about 1.
893 billion yuan to 2.
023 billion yuan, a year-on-year increase of 311.
80% to 340.
08%.
According to public information, the main business income of BGI Intelligent Manufacturing comes from the sales of instruments and equipment, reagent consumables and related supporting services
.
CapBio: It is expected that the net profit in the first three quarters will increase by more than 108.
68% year-on-year
On September 18, CapBio announced that it is expected that the net profit in the first three quarters of 2022 will be 1.
35 billion yuan to 1.
45 billion yuan, a year-on-year increase of 108.
68% to 124.
14%.
For the reasons for the growth of performance, the company said that due to the increase in demand for nucleic acid testing, the sales of sampling consumables, nucleic acid extraction reagents and other products have been driven, and related businesses have achieved rapid development
.
According to the data, CapBio is a domestic developer and supplier
of nucleic acid molecular diagnostic products.
The company focuses on the research and development, production and sales of nucleic acid diagnosis related products such as molecular diagnostic reagents and molecular diagnostic supporting instruments, and provides related services
.
WuXi AppTec: Net profit in the first three quarters is expected to increase by more than 108.
68% year-on-year
On the evening of October 12, WuXi AppTec announced that it is expected to achieve operating income of 28.
395 billion yuan in the first three quarters of this year, a year-on-year increase of 71.
87%, and is expected to achieve a net profit of 7.
38 billion yuan, a year-on-year increase of 107.
12%; It is expected that the non-net profit will be 6.
232 billion yuan, a year-on-year increase of 100.
64%.
WuXi AppTec continues to strengthen its unique integrated CRDMO and CTDMO business models and is confident
that it will achieve its full-year 2022 revenue growth target of 68-72%.
Zhongtai Securities said that the fundamentals of CRO companies are still strong, valuations are at historically low levels, and growth is expected to accelerate after the recovery of public health prevention and control
.
According to the data, WuXi AppTec is a drug R&D service platform, and the company's R&D services cover chemical drug R&D and production, cell and gene therapy R&D and production, medical device testing and other fields
.
Affected by the news of the expected increase in performance, WuXi AppTec opened stronger
on October 13.
As of the close, it closed at 73.
6 yuan, up 5.
44%, with a turnover rate of 1.
84%, a trading volume of 471,400 lots, and a turnover of 3.
477 billion yuan
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice
to anyone.
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