The "first brother" of the pharmaceutical stock lost its market value of 400 billion, who is the most resistant to the TOP20

Recently, global stock markets have generally fallen, and A-shares have also experienced a relatively large correction
.
Today, the three major A-share stock indexes rebounded across the board, and the market nervousness has eased
.
In terms of pharmaceutical stocks, anti-epidemic concept stocks performed well, and Hengrui Medicine threw up a massive repurchase of shares of up to 1.
2 billion yuan
.
In addition, a number of companies such as Pien Tze Huang and Tigermed disclosed their main operating data for January-February 2022
.
As of now, among the TOP20 pharmaceutical stocks, 9 companies, including Mindray Medical, WuXi AppTec, Hengrui Medicine, and Pien Tze Huang, have a market value of more than 100 billion yuan; only 4 have positive growth in terms of price changes.
Wantai Bio and Junshi Biological gains are more than 10%
.
It is worth mentioning that there were 14 pharmaceutical stocks with a market value of 100 billion yuan last year, and there were as many as 18 during the peak period
.
Anti-epidemic concept stocks swipe the screen! BGI, Wanfu, etc.
rose against the trend Source of new coronavirus antigen detection reagents approved by the State Food and Drug Administration: the official website of the State Food and Drug Administration Recently, the news of the approval of the new coronavirus antigen detection reagent products has attracted the attention of the market
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On the evening of March 11, the National Health and Medical Commission issued a notice of the "New Coronavirus Antigen Detection Application Plan (Trial)", adding antigen detection as a supplement on the basis of nucleic acid detection
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It is mentioned that community residents who have self-test needs can purchase antigen test reagents for self-test through retail pharmacies, online sales platforms and other channels
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On March 12, the State Food and Drug Administration issued an announcement that the new crown antigen self-test products of five companies including Nanjing Novizan, Shenzhen Huada Yinyuan, and Guangzhou Wanfu Biological were approved for marketing; on March 13, there was another hot scene.
Five companies including Biotechnology and Lepu Diagnostics were approved
.
Affected by this good news, on March 14, the stock prices of Wanfu Bio, BGI, and Rejing Bio rose sharply.
In addition, more than 10 pharmaceutical stocks, including China Pharmaceutical, Yiling Pharmaceutical, and Qianhong Pharmaceutical, rose by the daily limit
.
As of March 16, the State Food and Drug Administration has approved 12 new coronavirus antigen detection reagent products
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Brokerage companies analyzed that the new coronavirus antigen detection reagent products are an important supplementary method, and domestic enterprises have emerged.
In the face of the recent spread of the epidemic, the superimposition of policy dividends is expected to give birth to a 100 billion industrial chain
.
For pharmacies, in the short term, it is expected to be quickly listed in pharmacies and achieve sales, with high flexibility in quarterly performance; in the medium and long term, it will have a positive impact on pharmacy profitability and drainage, increase product-related sales opportunities, and performance is expected to continue to grow.
thick
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Boost market confidence! Hengrui plans to repurchase shares of up to 1.
2 billion, Pien Tze Huang, Tiger.
.
.
disclose the main operating data from January to February TOP20 pharmaceutical stocks Note: Statistics are based on closing prices It fell below 3100 points; it rebounded across the board on March 16, and the market nervousness eased
.
On the news, the Financial Stability and Development Committee of the State Council held a special meeting to study the current economic situation and capital market issues
.
As of now, among the TOP20 pharmaceutical stocks, Mindray Medical, WuXi AppTec, Hengrui Medicine, Pien Tze Huang and other 9 companies have a market value of over 100 billion, and the "first brother" of the pharmaceutical stock, Mindray Medical, has lost a market value of 400 billion; from the perspective of ups and downs, Only 4 are growing, Wantai Bio and Junshi Bio have both increased by more than 10%
.
It is worth mentioning that there were 14 pharmaceutical stocks with a market value of 100 billion yuan last year, and there were as many as 18 during the peak period
.
Recently, the market has been adjusted continuously, and many listed companies have set off a "repurchase tide", and leading companies such as Hengrui Medicine are listed
.
On March 14, Hengrui Pharmaceutical announced that the company plans to repurchase shares with 600 million to 1.
2 billion yuan for employee stock ownership plans or equity incentives
.
Hengrui Medicine said that the repurchase is conducive to improving the long-term incentive mechanism of the company's employees, fully mobilizing the enthusiasm of employees, enhancing investors' confidence in the company's future development, enhancing investors' recognition of the company's value, and helping the company to achieve sustainable development.
continuous development
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On March 15, Hengrui Medicine announced again that its two injection products, SHR-A1811 and SHR-1701 for injection, were approved for clinical use, and clinical trials will be launched in the near future.

.
Among them, SHR-1701 injection can promote the activation of effector T cells, and at the same time, it can effectively improve the immune regulation in the tumor microenvironment, and finally effectively promote the killing of tumor cells by the immune system.

.
Up to now, the project has invested a total of 263 million yuan in research and development expenses
.
In addition, more than 70 A-share companies have disclosed operating data from January to February 2022.
Most of these companies are leaders in various industry segments, including pharmaceutical companies such as Pien Tze Huang, Tigermed, and Jichuan Pharmaceutical
.
According to incomplete statistics, it is mentioned in the company's announcement: the industry maintains a high degree of prosperity, the company's business production and sales are booming, and it has achieved a good business start
.
From January to February 2022, Pien Tze Huang will achieve a total operating income of about 1.
6 billion yuan, a year-on-year increase of about 16%; net profit will be about 600 million yuan, a year-on-year increase of about 20%
.
Pien Tze Huang said that during the beginning of this year, the sales momentum of the company's products has been improving, and the market has shown a booming trend, which has successfully achieved a "good start"
.
According to the 2021 performance report, the company's net profit exceeded the 2 billion yuan mark for the first time, a year-on-year increase of more than 40%
.
In February this year, Pien Tze Huang announced that the marketing authorization holder of desloratadine oral solution was changed from Shandong Bainuo Pharmaceutical to Zhangzhou Pien Tze Huang Pharmaceutical, which is the second chemical product of the company as a marketing authorization holder
.
Tigermed on the same day disclosed its 2021 performance report and its main operating data for January-February 2022
.
In 2021, the revenue will be 5.
214 billion yuan, a year-on-year increase of 63.
32%, and the net profit will be 2.
874 billion yuan, a year-on-year increase of 64.
26%
.
It is worth noting that in the past five years, Tigermed's net profit growth rate has maintained a growth rate of more than 50%
.
From January to February 2022, the company's main business continued its good growth trend, the main business achieved steady growth, the number of newly signed orders increased by more than 65% year-on-year, and the operating income increased by more than 100% year-on-year
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From the performance point of view, the newly signed orders further verify that the industry demand is strong, the revenue has doubled, the company's main business continues a good growth trend, and the superimposed international layout continues to accelerate.
The performance in 2022 is expected to reach a new high
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Conclusion Recently, the market has continued to adjust.
On the one hand, it is affected by external unstable factors.
On the other hand, the sudden outbreak of the epidemic has aggravated the market's worries, thus triggering risk aversion
.
Industry analysts pointed out that after the market has been adjusted, the valuation has returned to a reasonable level, and the cost-effectiveness has gradually emerged after comprehensive consideration of the company's business development, profitability and other factors
.
Source: Oriental Fortune.
com, the official website of the State Food and Drug Administration, Minet database, etc.
Note: The statistics are as of March 16.
If there are any omissions, please correct me!