The 5 pharmaceutical stocks have been surveyed by more than 20 institutions, involving medical devices, traditional Chinese medicine and other fields

According to the author's incomplete statistics, since December this year, the pharmaceutical and biological industry has still received institutional attention, up to now 18 pharmaceutical companies have been investigated by institutions, of which 6 pharmaceutical stocks have been surveyed by more than 20 institutions, including Robust Medical, Jiangzhong Pharmaceutical, Warner Pharmaceutical, Hokuriku Pharmaceutical, Aipeng Medical, etc
.
From the perspective of subdivided industries, these pharmaceutical companies that have been intensively investigated by institutions mainly belong to popular fields
such as medical devices and traditional Chinese medicine.
5 pharmaceutical stocks have been surveyed by more than 20 institutions (Image source: Pharmaceutical Network) The number of institutions received by Robust Medical since December has exceeded 100, and the company received a number of institutional surveys
on December 6, December 7 and December 8.
Among them, the number of institutions received on December 6 reached 90, including 20 fund management companies and 20 securities companies
.
In the Q&A session, the company's demand for epidemic prevention products, the company's expansion plan for hospital channels next year, and the store opening plan in 2023 attracted much attention from institutions
.
The company said that it will continue to increase the number of stores in 2023, focusing more on small and medium-sized stores
between 200 and 500 square meters.
Increase the proportion of franchised stores and streamline operations to shorten the break-even time
.
On December 8, Jiangzhong Pharmaceutical was surveyed by 53 institutions, including 15 securities companies, 22 fund management companies, and 2 insurance asset management companies
.
In the interactive session, the company mentioned that it will mobilize existing upper respiratory related products in the near future, such as compound fresh bamboo liquor and grass coral lozenges, and actively cooperate with CR Pharmaceutical's commercial and external distributors to ensure the effective supply
of products.
In the future, the company will continue to focus on the three major business sectors of "OTC, big health and prescription drugs", and continue to build large items and large markets through the two-wheel drive of "endogenous development and external mergers and acquisitions", and strengthen the construction
of core product echelons.
In addition, under the trend of digital transformation of the sales model of traditional pharmaceutical enterprises, the company said that it will also accelerate the layout of digital marketing and continue to expand e-commerce sales channels
.
Since December, Warner Pharmaceutical has obtained a total of 40 institutional surveys, including 9 asset management companies and 10 investment companies, and investors are more concerned about the company's winning bids and centralized procurement products
.
In this regard, the company said that the products currently won the bid for national centralized procurement include montmorillonite powder, polyethylene glycol 4000 powder, mycophenolate capsules, and acetylcysteine solution for inhalation, lansoprazole enteric-coated tablets, pediatric calcium carbonate D3 granules, metformin glipizide tablets, nifedipine sustained-release tablets, colloidal pectin bismuth capsules and other varieties have also won the bid for local alliance centralized procurement
.
Hokuriku Pharmaceutical received a group of institutions on December 5, and the number of institutions participating in the survey was 23, including 2 securities companies, 6 asset management companies, 5 fund management companies, etc
.
The organization mainly focuses on the company's R & D, sales, talents, management and other aspects of layout, as well as overseas market progress
.
The company said that the company's iodine contrast agent products and hypoglycemic products have basically been included in the national centralized procurement, in order to adapt to the new market pattern brought by centralized procurement, the company has gradually increased investment
in research and development.
In the first three quarters of this year, the company's R&D investment reached 65.
2722 million yuan, a year-on-year increase of 83.
18%.

Up to now, the company has developed and established nearly 40 projects in the fields of contrast agent, central nervous system, endocrine, digestive system, cardiovascular and cerebrovascular diseases, and in the next two to three years, a number of products will be approved for marketing, which is expected to rapidly enrich the company's product line
.
On December 1, Aipeng Medical was surveyed by 20 institutions, including 13 fund management companies, 1 investment company, 1 securities company, etc
.
The company is mainly engaged in pain management, nasal cavity and upper airway management in the field of medical devices, for the post-epidemic era nasal irrigation products will usher in a new stage, the company said that the public is still in the cognitive process of nasal irrigation as a prevention and treatment method, the company will also design how to correlate with public cognition based on clinical results, and plan related market transformation activities
.
The company's development history is to first do the hospital, and then layout the chain pharmacy, through the O2O model to open up the development of
omni-channel.
Research is an important way
for institutions to understand listed companies.
From the recent survey of companies, mainly concentrated in medical devices, traditional Chinese medicine, these hot industries
.
It is understood that since the release of the medical equipment discount loan policy in September, medical device companies have attracted much attention
from institutions.
The analysis believes that the new policy is good for medical device companies, and it is expected that the domestic demand for medical devices is expected to increase rapidly, and the layout of domestic alternatives will also accelerate.

In addition, the recent state has released a signal to further promote the economic stabilization and upward trend, the medical and health industry, especially the medical device industry, is expected to develop rapidly, and the related medical consumer demand will also grow, and the head enterprises on the track are expected to usher in opportunities
.
The traditional Chinese medicine industry has also been supported by favorable policies and ushered in rapid development, and with the gradual promotion and expansion of proprietary Chinese medicines, it is worth paying attention to
the winning of bids by proprietary Chinese medicine procurement companies.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.