Some institutions said that in the second half of 2022, they will continue to focus on recommending the innovative drug industry chain and the consumer medical sector
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From the perspective of the innovative drug industry chain, China has a mature basic chemical system and the layout of the entire pharmaceutical manufacturing industry chain, with lower upstream raw material costs, more stable and sustainable supply capabilities
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Judging from the performance in the first half of the year, the overall performance is still strong, most companies' performance forecasts exceed expectations, and the innovative drug industry chain still maintains a high prosperity
.
Recommended targets: Haoyuan Pharmaceutical, Proton, Dongcheng Pharmaceutical, Adoption,
etc.
Haoyuan Pharmaceutical: Innovative R&D Drives Competitiveness Enhancement
Analysts pointed out that with the comprehensive promotion of front-end and back-end businesses, Haoyuan Pharmaceutical's growth space is being continuously opened up
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In the future, with the increase in the added value of front-end customized synthetic molecular building blocks and tool compounds, as well as the acceptance and expansion of the front-end import value of the back-end API segment, the company will continue to complete its front-end and back-end integrated coordinated development, and further strengthen its brand competitiveness.
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According to the company's recently released semi-annual performance report, Haoyuan Pharmaceutical's innovative drug field achieved a year-on-year increase of 66.
69% in revenue, reaching 139.
3067 million yuan
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At present, the company has undertaken a total of 234 projects in the field of innovative drugs, and some products have entered the clinical phase II, clinical phase III or new drug marketing application stage
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In addition, as of the end of the reporting period, the company's back-end business orders had exceeded 250 million yuan, which provided fuel for its subsequent performance growth
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It is reported that in the first half of this year, Haoyuan Pharmaceutical achieved a year-on-year increase of 36.
52% in revenue to 621 million yuan; net profit attributable to the parent increased by 22.
51% year-on-year to 116 million yuan
.
The performance of Porton shares broke out
According to the performance report for the first half of 2022 released by Proton shares, the company's operating income increased by 211.
67% year-on-year to 3.
914 billion yuan; net profit attributable to the parent increased by 465.
01% year-on-year to 1.
212 billion yuan; net profit after deducting non-returning to the parent increased year-on-year 501.
87%, or 1.
211 billion yuan
.
Regarding the good performance in the first half of the year, Proton said that thanks to the strong growth of the CDMO business of the core business segment, the CDMO business of the bulk drug achieved operating income of 3.
889 billion yuan, a year-on-year increase of 212%
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Dongcheng Pharmaceutical's nuclear drug innovation pipeline continues to enrich
It is reported that Dongcheng Pharmaceutical's nuclear drug innovation pipeline continues to enrich, and some varieties are about to usher in the harvest period
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2022H1 Fluoro[18F] Seruidide Injection has obtained the "Approval Notice for Drug Clinical Trials", and clinical trials will be started soon; the reference preparation of 99mTc-labeled tetrofosmin product has been released, the production license addition is being processed, and the registration work has been started
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In terms of other varieties, fluorine [18F] chemical is currently in phase 3 clinical trials, and it is expected to complete the clinical summary and apply for NDA by the end of 22, and is expected to be approved in 23; The clinical summary will be completed in the second half of the year and a conditional listing application is expected to be submitted, which is also expected to be approved in 2023; 18F-APN-1607 is expected to complete Phase 3 clinical trials by the end of 22, and is expected to be approved in the first half of 2024
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We believe that starting from 2023, some of the company's nuclear drugs will soon usher in the harvest period
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The turning point of Huadong Medicine lies in the successful research and development of innovative drugs
According to the industry, Huadong Medicine is currently at a critical stage of climbing from a traditional pharmaceutical company to innovative R&D and medical aesthetics
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Data show that in the first half of this year, Huadong Medicine's operating income and net profit increased by 5.
93% and 1.
04% year-on-year, respectively, to 18.
198 billion yuan and 1.
354 billion yuan
.
The company said that although the company's revenue increased slightly, each segment showed different performance growth rates
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The turning point lies in the successful research and development of innovative drugs
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Due to the launch of new products, overseas mergers and acquisitions and other actions, the performance of the medical beauty sector has increased significantly year-on-year, and has become a highlight of Huadong Medicine's valuation
.
It is reported that in the first half of this year, the company's research and development expenses were 567 million yuan, a year-on-year increase of 29.
45%
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As of the first half of this year, Huadong Medicine has 43 innovative drugs and biosimilars in reserve or under development
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Among them, liraglutide injection, which is progressing fast, is used for the treatment of obesity and diabetes.
It has submitted and accepted the application for marketing authorization, and is expected to be approved this year
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The innovative drug industry chain still maintains a high boom and has become the focus of institutions.
In addition, consumer medical care, including medical services (both serious medical care and consumer services are worthy of attention), traditional Chinese medicine (brand OTC performance is less affected by the epidemic, and Product structure optimization, channel promotion effect is obvious), retail pharmacy (travel policy liberalization, four types of drug sales control marginal relaxation) and other sub-sectors
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Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
