The independent and controllable biopharmaceutical supply chain has become a trend, and the leading pharmaceutical machine companies have attracted the attention of securities companies

Under the multiple resonances of favorable policy support, talent influx, and capital increase in China's biopharmaceutical industry, the market prospects are very impressive, but if companies want to develop more steadily, they still need to break through some "stuck neck" links
.
The industry expects that the independent and controllable biopharmaceutical supply chain will become a major trend, and the leading pharmaceutical machine companies are expected to benefit in this context
.
Pharmaceutical Equipment (Source: Pharmaceutical Network) The independent and controllable biopharmaceutical supply chain has become a trend.
Not long ago, WuXi Biologics was included in the UVL list, which caused widespread concern and heated discussions in the industry.
If it cannot be removed, the company can also choose to import the restricted single-use bioreactor controller and hollow fiber filter from the EU and Japan, so the impact is considered controllable
.
After this incident, the industry generally saw the importance of independent and controllable biopharmaceutical supply chain
.
In recent years, China's biopharmaceutical industry has benefited from multiple resonances such as favorable policy support, talent influx, and capital increase.
The entire industry has developed rapidly, and blockbuster varieties of biopharmaceuticals on the market have been born.
It is expected that the future production and expansion will be busy
.
However, in the context of the current changing international environment, if domestic biopharmaceutical companies want to develop more steadily, they need to break through the "stuck neck" link
.
The industry expects that the independent and controllable biopharmaceutical supply chain will become a major trend
.
The leading pharmaceutical machine companies have attracted the attention of securities companies.
There is huge room for import substitution of domestic biopharmaceutical equipment and consumables
.
Debon Pharmaceuticals estimates that the market space for equipment and consumables brought by the production of domestic biological drugs reaches 70.
1 billion yuan, of which consumables are 38.
3 billion yuan, which is enough to break through the cyclical attribute of the industry's dependence on "market expansion tide"
.
In contrast, small and medium-sized enterprises, the leading pharmaceutical machine companies in the field of equipment and consumables, are expected to gain new opportunities
.
Recently, leading pharmaceutical machine companies such as Tofflon and Chutian Technology have attracted the attention of securities companies
.
Data treasure statistics show that in the past 5 trading days (April 6 to April 12), Tofflon has obtained 317 institutions for investigation, including Gao Yi Assets, BlackRock, ICBC Credit Suisse, and the company's foreign exchange.
The presence of institutions such as Tianfu Fund
.
In the interactive session, the organization focused on the company's annual report, development planning and other aspects
.
According to the company, in 2021, the company will grow rapidly in the bioengineering, medical equipment and consumables sectors, of which bioengineering will achieve 906 million revenue, a year-on-year increase of 305%; medical equipment and consumables will achieve 499 million revenue, a year-on-year increase of 104.
97%
.
Tofflon Pharmaceutical has a relatively complete range of equipment.
The company mentioned in the survey that its bioreactor and liquid storage and distribution system have rich technical accumulation, and the one-time reactor has universality in stirring and glycosylation; In terms of media, fillers and other consumables, we win by service advantages and attach importance to new technologies such as continuous production; at the same time, the company has the advantage of internationalization.
Trying out
.
In addition, in order to ensure production capacity, on February 28, Tofflon also issued an announcement to raise funds from specific objects, intending to raise 3.
2 billion yuan to break the bottleneck of insufficient production capacity
.
Chutian Technology is also actively deploying in the field of biopharmaceutical equipment.
Since 2021, it has successively established holding subsidiaries, Chutian Siyoute and Chutian Microspheres, to produce such as bioreactor disposable bags, liquid dispensing bags, liquid storage bags, breathing Bags and their membranes and other products
.
In February of this year, the company announced that it would invest in the establishment of Chutiansiweikang with relevant parties to enhance the company's competitiveness, improve the company's "one vertical, one horizontal and one platform" development strategy, complement the company's biopharmaceutical equipment sector and product chain, and provide domestic genetics.
Treatment-related pharmaceutical companies provide self-controllable instruments, equipment, consumables and other products and services
.
Recently, Debon Securities gave Chutian Technology a buy rating.
The brokerage believes that the biopharmaceutical equipment consumables industry is booming.
With the improvement of domestic companies' product capabilities, the process of domestic substitution has been fully started
.
Chutian's product and channel capabilities have been gradually enhanced, and its position in the industry has become more stable
.
In addition, the layout of the whole industry chain in the field of biopharmaceuticals is expected to become the second growth curve of the company
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.