The biological products sector was active, and 5 stocks such as Bailey Tianheng-U closed up more than 10% on January 13

On January 13, the biological products sector was active
.
According to the statistics of the data center of Oriental Wealth Network, as of the close of the 13th, among the individual stocks in the sector, the top gainer was Baili Tianheng-U, closing up 16.
75%, followed by Yahong Pharmaceutical-U, First Drug Holdings-U, etc.
, up 14.
26% and 13.
17% respectively, a total of 5 stocks closed up more than 10%, Kangwei Century, Remegen Biotech, etc.
rose by more than 7%, and Mengke Pharmaceutical-U, InnoCare-U, etc
.
have followed suit 。 The biological products sector is active (Image source: Pharmaceutical Network) 5 stocks closed up more than 10% Specifically, the 5 stocks that closed up more than 10% on January 13 were Bailey Tianheng-U, Yahong Pharmaceutical-U, First Drug Holdings-U, Hitron Pharmaceutical-U, and Olymp.

According to the author's combing, as of the close of January 13, the quotation of Baili Tianheng-U was 48.
45 yuan, an increase of 16.
75%, with a volume of 59,400 lots, a turnover of 273 million, and a turnover rate of 17.
96%.

In terms of capital flow, the main net inflow of Baili Tianheng-U on January 13 was -14.
147 million, accounting for -5.
19%.

Among them, the net inflow of medium orders was 24,199,966 million, and the net ratio of medium orders was 8.
88%.

According to the data, Baili Tianheng is a pharmaceutical stock listed on the Science and Technology Innovation Board on January 6, 2023, and the pharmaceutical company has a full range of drug research and development production capacity
, including small molecule chemical drugs, large molecule biological drugs and antibody conjugate drugs (ADC drugs).
At present, the company has 16 core innovative biological drug candidates with global rights, of which the bispecific antibody candidate SI-B001 has successively carried out 6 phase II clinical trials, and 8 drug candidates are in the phase I clinical research stage
.
Yahong Pharmaceutical-U closed at 14.
42 yuan, up 14.
26%, with a volume of 320,000 lots, a turnover of 445 million, and a turnover rate of 13.
68%.

In terms of capital flow, the net inflow of the main force of Yahong Pharmaceutical-U13 was -26.
2214 million, accounting for -5.
89%.

Among them, the net inflow of small orders was 33,259,497 yuan, and the net ratio of small orders was 7.
47%.

It is understood that the stock price of Yahong Pharma-U is experiencing a "roller coaster" in recent days, affected by the news of the lifting of the ban, on January 9, the stock fell by more than 8% intraday, and today it rebounded
.
Asia Hong Pharma landed on the Science and Technology Innovation Board on January 7, 2022, and broke on
the first day of listing.
The pharmaceutical company mainly focuses on genitourinary tumors and other major diseases, and currently has a rich clinical pipeline, including 9 products and 12 research projects, of which the core products APL-1202 and APL-1702 have entered phase III clinical trials, and are expected to complete trials and submit NDAs
in 2023.
In addition, APL-1202 is expected to address the unmet need for clinical treatment of bladder cancer and become the world's first oral drug
for the treatment of NMIBC.
First Drug Holdings-U closed at 35.
41 yuan, up 13.
17%, with a volume of 42,500 lots, a turnover of 144 million, and a turnover rate of 11.
75%.

The main net inflow of the stock today was -3.
5004 million, accounting for -2.
43%, of which the net inflow of small orders was 7.
8009 million, accounting for 5.
40%.

According to the data, First Drug Holdings focuses on the research and development, production and commercialization of innovative drugs with independent intellectual property rights, and the company's R&D pipeline covers key tumor indications
such as non-small cell lung cancer, lymphoma, hepatocellular carcinoma, pancreatic cancer, thyroid cancer, ovarian cancer and so on.
As of June 2022, First Drug Holdings has 22 research projects, all of which are Class 1 new drugs, including 11 self-developed drugs and 11 cooperative R&D projects, of which 1 drug candidate has entered phase II/III clinical trials
.
At present, the company's drug development progress news continues continuously, its selective RET inhibitor SY-5007 phase II for domestic RET-positive tumors has recently been conditionally approved by CDE, in addition, SY-707, a second-generation ALK inhibitor for non-small cell lung cancer, has also obtained the phase II conditional approval qualification approved by CDE
.
In addition, Hitron Pharmaceutical-U and Olympic Biotech also closed up more than 10%
on the day.
Among them, Haichuang Pharmaceutical-U closed at 50.
37 yuan, an increase of 10.
92%, with a volume of 20,900 lots, a turnover of 102 million, and a turnover rate of 8.
77%; Olin Biotech closed at 16.
53 yuan, up 10.
49%, with a volume of 70,100 lots, a turnover of 114 million, and a turnover rate of 2.
45%.

The biological products industry is expected to usher in rapid growth The analysis believes that the active biological products sector is mainly stimulated
by the catalysis of the approval of the Hualan biological plasma station.
Recently, Hualan Biotech announced that on December 27, the company received the "Approval Letter for Setting Up Apheresis Plasma Station" issued by the Henan Provincial Health Commission, agreeing that the company will set up apheresis plasma stations
in Xiangcheng County, Xuchang City, Henan Province, Qi County, Kaifeng City, Henan Province and Dengzhou City, Nanyang City, Henan Province.
Coupled with the impact of the "off-season" of winter blood collection, the industry expects that the company's pulp capacity growth is expected to continue to open
.
It is understood that the blood product industry has good profitability and cash flow, and with the implementation of the 14th Five-Year Pulp Station Plan in various provinces from 2022 to 2023, the industry is generally optimistic about the growth space
of the industry.
However, it should also be noted that the current entry threshold of the blood product industry is not low, and only a small number of domestic enterprises can meet the high threshold requirements, and the industry is accelerating integration
in recent years.
Deppon Securities pointed out that blood products also have resource attributes, upstream pulp extraction is naturally limited, and high entry barriers and resource attributes build long-term barriers
to the industry.
From a medium- to long-term perspective, the bank believes that with the acceleration of the approval of subsequent pulping stations and the increase in per capita blood product usage under clinical promotion, the industry is expected to usher in rapid growth
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.