The CRO sector has moved up, and there is a stock 20CM up limit!

【Pharmaceutical Network Pharmaceutical Stock Market】January 11 news, CRO sector changes to rise, individual stocks, Nuotai Biotech 20CM up limit, Sirnaomics rose more than 9%, in addition, Kailaiying, Kanglong Chemical, Medixi, Zhaoyan New Drug, etc.
have followed suit
.
As of 10:14 on the 11th, Nuotai Biotech rose as much as 20%, with a quotation of 28.
26 yuan, a turnover of 220 million, and a turnover rate of 5.
65%.

According to the analysis, Nuotai Biotech is a hot stock
of chemical APIs, pharmaceuticals and other concepts.
Since the fourth quarter of 2022, the demand for anti-influenza drugs has been hot, and Nuotai Biotech said on the investor interactive platform on December 28, 2022 that the company's self-developed anti-influenza drug oseltamivir phosphate capsules have obtained the drug registration certificate issued by the State Food and Drug Administration in June of that year, and have been approved for marketing in China, and were selected for the seventh batch of national centralized drug procurement in July of that year, and the current sales are good
.
According to the data, Nuotai Biotech is a biopharmaceutical enterprise
focusing on the combination of independent R&D and customized R&D and production of peptide drugs and small molecule drugs.
The company's main business is customized product business and self-selected product business, of which customized product business includes CDMO business, CMO business and CRO business; Self-selected products refer to the company's focus on the treatment direction of diabetes, cardiovascular diseases, tumors and other diseases, with peptide drugs as the main and small molecule drugs as the supplement, independently selecting generic drugs with high technical barriers and good market prospects, and actively organizing R&D, production, registration declaration and sales
。 According to the third quarter report of 2022, NuotaiBiotech achieved main revenue of 382 million yuan, a year-on-year decrease of 15.
03%; the net profit attributable to the parent was 53.
1949 million yuan, down 27.
41% from the same period last year; Among them, in the third quarter of 2022, the company's main revenue in a single quarter was 114 million yuan, a year-on-year decrease of 19.
12%; The net profit attributable to the parent in a single quarter was 18.
3613 million yuan, down 16.
02%
from the same period last year.
As of 10:14 on the 11th, Sirnaomics rose by nearly 10%, with a quotation of 26.
60 yuan, a turnover of 64.
05 million, and a turnover rate of 5.
17%.

On the news, Sirnaomics replied to investors on the interactive platform on January 3 that the peptide new crown drug research and development project signed by the company's subsidiary Sirnaomics and Aoda Biologics has been terminated
.
As the results of the project in the preclinical animal efficacy safety evaluation test stage did not meet the criteria for declaring and entering the clinical trial stage, Sirnaomics signed the "< Technology Transfer Contract > Termination Agreement
" with Aoda Biologics on the basis of friendly consultation between the two parties 。 Sirnaomics Biologics' 2022 third quarter report shows that the company's main revenue is 260 million yuan, down 6.
7% year-on-year; the net profit attributable to the parent was 39.
0058 million yuan, down 9.
36% from the same period last year; Among them, in the third quarter of 2022, the company's main revenue in a single quarter was 92.
9216 million yuan, a year-on-year increase of 8.
7%; The net profit attributable to the parent in a single quarter was 20.
3653 million yuan, an increase of 7.
05%
over the same period last year.
In addition to the above stocks, Kailaiying, Kanglong Chemical, Medixi, Zhaoyan New Drug and other stocks have also risen, all rising by about
1%.
CRO is a pharmaceutical R&D contract outsourcing service organization, which is the product of the socialized fine division of labor in the pharmaceutical industry chain, and the current coverage field and related services have covered the whole process of new drug research and development, and have become an indispensable part of
the modern pharmaceutical industry chain.
At present, with the liberalization of policies and the intensification of population aging, the rapidly growing pharmaceutical consumer market and new drug research and development market will bring considerable market growth space
to CRO.
Many securities institutions are optimistic about the layout opportunities of this sector, such as China Post Securities, the pharmaceutical sector is clearly differentiated, and CRO has reached the time
of layout.
Southwest Securities is also optimistic about the CXO industry, believing that the sector has both certainty and growth
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.