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As of April 30, 2022, the listed company's 2021 annual report and 2022 first quarterly report have been disclosed
.
According to statistics, in 2021 and the first quarter of 2022, the overall revenue growth rates of comparable companies in the pharmaceutical sector will be 14.
15% and 14.
60%, respectively; the growth rates of net profits attributable to the parent company are 23.
55% and 27%, respectively; 27.
16%, 36.
82%
.
Regarding the rapid growth of performance in 2021 and the first quarter of 2022, analysts said that on the one hand, the epidemic has formed a significant pulling effect on the demand for testing, vaccines, therapeutic drugs and the supply chain.
Relying on the advantages of comprehensive competitiveness, the enterprise performed well
.
In the face of future development, the industry recommends to continue to focus on the over-distribution of the pharmaceutical sector.
Among them, the short-term prosperity and long-term performance sustainability of the CXO industry chain are still relatively prominent, and it is expected to remain the focus of pharmaceutical allocation
.
From a fundamental point of view, the revenue and profit of CXO companies continue to grow, and the growth rate is maintained at a high level; the order volume is large and the growth rate is high; fixed assets, construction in progress and capital expenditures continue to expand rapidly, and continue to release production capacity; CXO companies High growth in short and medium-term performance is highly certain
.
In the medium and long term, according to industry prosperity indicators such as investment and financing activity in the primary market and corporate R&D expenditure, with the rise of some innovative drugs and emerging therapies, the related CXO business has brought considerable incremental market to the industry.
, continue to ensure high performance growth and promote the high prosperity of the industry
.
It is understood that in 2021, CXO's newly signed orders and orders in hand will be considerable, maintaining a relatively high growth rate.
Orders, as a core indicator of the company's competitiveness, increase certainty for long-term sustainable development
.
In 2022, the operating performance of CXO companies still shows a trend of rapid growth, and many performances have reached new highs
.
Among them, according to the announcements disclosed by WuXi PharmaTech, Asymchem and Tigermed, the revenue of WuXi PharmaTech, Asymchem, and Tigermed in the first quarter of 2022 increased by 71.
18%, 165.
28%, and 101.
55% respectively year-on-year.
.
In addition, CXO companies such as Kanglong Chemical, Zhaoyan New Drug, Proton Co.
, Ltd.
, and Medicilon also handed over beautiful transcripts
.
In terms of orders, Asymchem and Proton have successively obtained large orders from multinational pharmaceutical companies; the orders in hand of Zhaoyan New Drug and Tigermed have hit a record high; WuXi Biologics is also actively developing vaccines and ADC drugs CDMO and other emerging businesses in order to seek more international orders
.
The key to the popularity of the CXO industry lies in the continuous expansion of demand for innovation.
The industry said that demand for innovation is the source of the CXO boom
.
Corresponding to the prosperity of domestic CXOs, a direct evidence is that no matter how the policy environment and the international situation change, the R&D expenses of domestic and foreign innovative pharmaceutical companies are increasing steadily
.
For example, Hengrui Medicine's cumulative R&D investment in 2021 is 6.
203 billion yuan, a year-on-year increase of 24.
34%, and R&D investment accounts for 23.
95% of sales revenue; BeiGene's R&D expenditure in 2021 is 9.
538 billion yuan, a year-on-year increase of 6.
66%; R&D investment accounts for operating income 125.
69% of the ratio
.
From a foreign perspective, according to the Economic and Financial Research Institute of Industrial Securities, MNC's R&D expenses have also been increasing in the past 10 years, with a growth rate of around 15% in the past two years
.
With sufficient orders in hand, strong demand for research and development in the pharmaceutical industry, good overseas market expansion, and sustainable performance.
.
.
I have to admit that CXO is still a track with strong performance growth and certainty in the pharmaceutical sector
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
According to statistics, in 2021 and the first quarter of 2022, the overall revenue growth rates of comparable companies in the pharmaceutical sector will be 14.
15% and 14.
60%, respectively; the growth rates of net profits attributable to the parent company are 23.
55% and 27%, respectively; 27.
16%, 36.
82%
.
Regarding the rapid growth of performance in 2021 and the first quarter of 2022, analysts said that on the one hand, the epidemic has formed a significant pulling effect on the demand for testing, vaccines, therapeutic drugs and the supply chain.
Relying on the advantages of comprehensive competitiveness, the enterprise performed well
.
In the face of future development, the industry recommends to continue to focus on the over-distribution of the pharmaceutical sector.
Among them, the short-term prosperity and long-term performance sustainability of the CXO industry chain are still relatively prominent, and it is expected to remain the focus of pharmaceutical allocation
.
From a fundamental point of view, the revenue and profit of CXO companies continue to grow, and the growth rate is maintained at a high level; the order volume is large and the growth rate is high; fixed assets, construction in progress and capital expenditures continue to expand rapidly, and continue to release production capacity; CXO companies High growth in short and medium-term performance is highly certain
.
In the medium and long term, according to industry prosperity indicators such as investment and financing activity in the primary market and corporate R&D expenditure, with the rise of some innovative drugs and emerging therapies, the related CXO business has brought considerable incremental market to the industry.
, continue to ensure high performance growth and promote the high prosperity of the industry
.
It is understood that in 2021, CXO's newly signed orders and orders in hand will be considerable, maintaining a relatively high growth rate.
Orders, as a core indicator of the company's competitiveness, increase certainty for long-term sustainable development
.
In 2022, the operating performance of CXO companies still shows a trend of rapid growth, and many performances have reached new highs
.
Among them, according to the announcements disclosed by WuXi PharmaTech, Asymchem and Tigermed, the revenue of WuXi PharmaTech, Asymchem, and Tigermed in the first quarter of 2022 increased by 71.
18%, 165.
28%, and 101.
55% respectively year-on-year.
.
In addition, CXO companies such as Kanglong Chemical, Zhaoyan New Drug, Proton Co.
, Ltd.
, and Medicilon also handed over beautiful transcripts
.
In terms of orders, Asymchem and Proton have successively obtained large orders from multinational pharmaceutical companies; the orders in hand of Zhaoyan New Drug and Tigermed have hit a record high; WuXi Biologics is also actively developing vaccines and ADC drugs CDMO and other emerging businesses in order to seek more international orders
.
The key to the popularity of the CXO industry lies in the continuous expansion of demand for innovation.
The industry said that demand for innovation is the source of the CXO boom
.
Corresponding to the prosperity of domestic CXOs, a direct evidence is that no matter how the policy environment and the international situation change, the R&D expenses of domestic and foreign innovative pharmaceutical companies are increasing steadily
.
For example, Hengrui Medicine's cumulative R&D investment in 2021 is 6.
203 billion yuan, a year-on-year increase of 24.
34%, and R&D investment accounts for 23.
95% of sales revenue; BeiGene's R&D expenditure in 2021 is 9.
538 billion yuan, a year-on-year increase of 6.
66%; R&D investment accounts for operating income 125.
69% of the ratio
.
From a foreign perspective, according to the Economic and Financial Research Institute of Industrial Securities, MNC's R&D expenses have also been increasing in the past 10 years, with a growth rate of around 15% in the past two years
.
With sufficient orders in hand, strong demand for research and development in the pharmaceutical industry, good overseas market expansion, and sustainable performance.
.
.
I have to admit that CXO is still a track with strong performance growth and certainty in the pharmaceutical sector
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
