News on November 16, medical device company Tandem Diabetes Care announced that the company's global sales in the third quarter of 2022 increased by 14% to $204.
5 million, and gross profit increased by 8% to $104.
4 million
.
Prior to this, Johnson & Johnson also announced Q3 results, with cumulative revenue of $71.
2 billion, +3%
year-on-year.
Both its pharmaceutical and medtech businesses continued to grow, specifically with revenue of US$13,214 million (+2.
6%); MedTech revenue was $6,782 million (+2.
1%)
.
It is understood that Johnson & Johnson's medical technology mainly focuses on four major areas
: surgery, orthopedics, ophthalmology, and interventional solutions.
For MedTech, global adjusted operating sales increased by 8.
1%*, indicating that electrophysiology products in the interventional solutions business were mainly driven by growth; contact lenses in the ophthalmic business; trauma products in the orthopedic business; Wound closure products
in the surgical business.
It is worth noting that at present, under the promotion of multiple favorable benefits such as encouraging innovative medical devices, marginal easing of centralized procurement policies, and financial discount loans to support equipment upgrading, the domestic medical device sector has also begun to repair, and the performance of a large number of medical device companies in the first three quarters has also ushered in a favorable
situation.
For example, on October 27, Mindray disclosed its third quarter 2022 performance report, achieving revenue of RMB23.
296 billion in the first three quarters, a year-on-year increase of 20.
13%, and a net profit of RMB8.
102 billion, a year-on-year increase of 21.
6%.
The first three quarters have exceeded the net profit level
of 8.
002 billion yuan for the whole year of 2021.
According to the third quarter report of 2022 released by Kai Medical, in the first three quarters, the company achieved operating income of 1.
251 billion yuan, a year-on-year increase of 33.
10%, and a net profit attributable to shareholders of listed companies of 245 million yuan, a year-on-year increase of 76.
09%.
There is also Jiuan Medical's revenue of 24.
589 billion yuan in the first three quarters of 2022, a year-on-year increase of 3010.
77%; The net profit attributable to the parent was 16.
050 billion yuan, a year-on-year increase of 31918.
64%.
In addition, the performance of medical device companies in different segments in the first three quarters is also very optimistic
.
For example, Haitai Xinguang and Aohua Endoscopy, which are committed to the endoscopy market, achieved revenue of 340 million yuan and 281 million yuan respectively in the first three quarters, an increase of 55.
77% and 22.
55% respectively over the previous year; Huitai Medical, which focuses on electrophysiology and vascular intervention, had revenue of 887 million yuan in the first three quarters, a year-on-year increase of 49.
53%; In the first three quarters of Dean Diagnostics, it achieved operating income of 15.
630 billion yuan, a year-on-year increase of 67.
37%; The net profit attributable to the parent was 2.
428 billion yuan, a year-on-year increase of 96.
94%.
.
.
.
.
.
Incomplete statistics show that as of October 31, a total of 120 listed medical equipment companies have issued performance reports, and more than 90% of the enterprises maintained an overall upward trend in revenue and net profit in the first three quarters, including 11 enterprises with revenue of more than 7 billion yuan and 63 companies with revenue of more than 1 billion yuan
.
Industry analysts believe that benefiting from the vigorous development of new domestic medical infrastructure and the continuous recovery of global conventional business, the domestic medical device industry will continue to develop well, and related enterprises will also usher in more opportunities
.
However, it should be noted that in recent years, multinational medical device companies such as Medtronic, Philips, and General Electric have accelerated the localization of the Chinese market and are committed to promoting the localization of the whole product line
.
Therefore, in the face of the localization development strategy of multinational enterprises, the development path of domestic medical device enterprises in the future is worth pondering
.
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