The latest results of a group of pharmaceutical companies listed on the Science and Technology Innovation Board are announced

In 2022, as more and more specific drugs are approved, the haze of the epidemic is expected to gradually subside
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Centralized procurement or extension to new procurement entities and drug types, the removal of provincial medical insurance catalogues will be fully completed, and DRG/DIP will be fully promoted from pilot projects
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Under the impact of a series of policies and the environment, industry differentiation has intensified, and the knockout competition will be accelerated.
Innovation is still the main theme, but the problem of valuation bubbles cannot be ignored
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Farewell to 2021, which is full of involution and homogenization, can differentiation and internationalization become a game-breaking weapon in 2022? Since the opening of the market in July 2019, the Science and Technology Innovation Board has attracted the attention of many "hard technology" pharmaceutical companies and investors
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According to statistics, there were 15 pharmaceutical companies listed on the Science and Technology Innovation Board in 2019, 26 in 2020, and 38 in 2021, a record number
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Among them, BeiGene, with a market value of 100 billion, has become the first listed pharmaceutical company in 3 places, with a total R&D expenditure of more than 20 billion yuan in the past 4 years; 6 companies, including Nuohezhiyuan, Nanowei Technology, and Jiahe Meikang, are expected to increase their net profit in 2021.
times
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Entering 2022, Maiwei Bio and Asieris have taken the lead in landing on the Science and Technology Innovation Board, and more than 20 pharmaceutical companies are on the way to IPO.
Shengnuoji won the first Chinese patent medicine category 1 new drug this year and restarted the IPO.
Rongchang Biotechnology will achieve " A+H" dual listing.
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The number of pharmaceutical companies on the Science and Technology Innovation Board will exceed 100
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01 Huiyu, Baike.
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38 pharmaceutical companies "rush to the beach" on the Sci-tech Innovation Board.
The performance of pharmaceutical companies listed on the Sci-tech Innovation Board in 2021 Note: The total market value is as of the close on December 31, 2021.
Sunshine Nuohe is the performance bulletin from 2021 In terms of annual performance, six companies, including Nuohezhiyuan, Nanowei Technology, and Jiahe Meikang, are expected to double their net profit; 15 companies such as Huiyu Pharmaceutical and Baike Biotechnology have a market value of more than 10 billion yuan
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A pharmaceutical company with a market value of 100 billion appears on the Science and Technology Innovation Board, and BeiGene’s R&D expenditure of over 20 billion is too amazing.
In December 2021, BeiGene landed on the Science and Technology Innovation Board, becoming the first “A+H+N” pharmaceutical company listed in three places
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In recent years, BeiGene has continued to increase investment in research and development.
In the past four years, the total investment in research and development has exceeded 20 billion yuan, accounting for more than 200% of revenue
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The company's core drugs mainly include 3 self-developed drugs on the market, zanubrutinib capsules, tislelizumab injections, and pamiparib capsules
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According to the prospectus (registration draft), as of November 4, 2021, it had a total of 48 products on the market or under research, including 10 commercial-stage drugs, 2 declared drug candidates and 36 clinical-stage drug candidates
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Recently, there have been frequent reports of good news from BeiGene
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On January 7, tislelizumab injection was approved for second- or third-line treatment of patients with locally advanced or metastatic non-small cell lung cancer (NSCLC); 3 new indications were added, 1 new indication was added for zanubrutinib capsules, and pamiparib capsules were included in the 2021 version of the National Medical Insurance Catalogue; on January 21, the marketing application for new indications for zanubrutinib capsules was accepted; in January On the 25th, the progress of the clinical trial of tislelizumab injection was disclosed
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With the gradual maturity of the entire industry chain and globalization capabilities, BeiGene's achievements from Biotech to Biopharma have begun to show.
The company continues to expand the market.
The major achievements of various products are gradually implemented, and commercialization continues to advance.
It is expected that with the development of new products and indications Approved for listing one after another, the company's performance will usher in an explosive period
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The spin-off and listing add another member, and the gross profit margin of the leading orthopedic medical device exceeds 80%.
In June 2021, Weigao Orthopedics was listed on the Science and Technology Innovation Board
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It is understood that Weigao Orthopedics is one of the companies with a complete range of products, leading scale and market competitiveness in the domestic orthopedic implant field.
In July 2020, Weigao Co.
, Ltd.
started the spin-off and listing process of Weigao Orthopedics
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In the first three quarters of this year, Weigao Orthopedics' revenue was 1.
571 billion yuan, a year-on-year increase of 24.
47%; net profit was 494 million yuan, a year-on-year increase of 29.
00%, and the gross profit margin exceeded 80%
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Brokerage analysis pointed out that with the continuous improvement of product quality of domestic medical equipment enterprises, driven by national policies, the market share of domestic enterprises will continue to increase, and import substitution will continue to be carried out.

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Weigao Orthopedics is expected to seize the opportunity in the wave of domestic substitution by virtue of its business scale advantage, gain more market share, and realize the development trend of the strong
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02 The pharmaceutical company won the first Chinese patent medicine category 1 new drug to restart the IPO this year.
Rongchang and Xuantai surpassed 20 pharmaceutical companies on the road.
The registration system review information entered 2022, and Maiwei Bio and Asieris have taken the lead in landing on the science and technology board.
GEM, more than 20 pharmaceutical companies IPO are on the way
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Shengnuoji won the first Chinese patent medicine category 1 new drug this year and restarted the IPO.
Eight companies including Sailun Bio, Xuantai Pharmaceutical, and JiCui Yaokang Bio have submitted for registration.
The registration of Rongchang Biopharmaceutical and Heyuan Biopharmaceutical took effect.
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The number of pharmaceutical companies will exceed 100
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It is worth mentioning that among the IPO companies, there are many A-share pharmaceutical companies, including Shanghai MicroPort Electrophysiology, Shouyao Holding, and MGI
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As a leader in new antibody drugs in China, Rongchang Bio has always attracted market attention
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On January 12, 2022, the listing application of Rongchang Bioscience and Technology Innovation Board was approved by the China Securities Regulatory Commission
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As early as November 2020, Rongchang Bio was successfully listed on the Hong Kong Stock Exchange.
The successful registration of the Science and Technology Innovation Board means that the "A+H" dual listing will be achieved
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The prospectus (registration draft) shows that the company has developed more than 20 candidate biological drug products, of which more than 10 are in the stage of commercialization, clinical research or IND preparation, all of which are targeted biological innovative drugs; the company has entered the clinical trial stage.
Seven products are undergoing clinical trials for the treatment of more than 20 indications
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At present, the company has two products, Tetacept and Vidicitumumab, which have been approved for listing in China with conditions
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Rongchang Bio said that in the future, it will focus on strategic planning and goals to rapidly promote the pipeline development and commercialization process, focus on the approval and commercialization of core products, implement the international development strategy, and expand production capacity to meet the needs of global clinical research.
and commercialization needs
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Shengnuoji is a company that combines the modernization of traditional Chinese medicine and biotechnology, focusing on multiple malignant tumor fields with urgent clinical needs and good market prospects, such as hepatocellular carcinoma, breast cancer, and non-small cell lung cancer.
And extend the layout of pharmaceutical R&D enterprises of chemical innovative drugs and biological macromolecular innovative drugs
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On January 21, the Shanghai Stock Exchange agreed to resume the issuance and listing review of Shengnuoji, and the proposed fundraising amount exceeded 2 billion yuan
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Not long ago, the company's Shennuoji's 1.
2 class of innovative anti-tumor traditional Chinese medicine drug icariin (acoladine) soft capsules was launched, becoming the first approved new traditional Chinese medicine drug in 2022
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Subsequently, Hangzhou Zhongmei Huadong Pharmaceutical, a wholly-owned subsidiary of Huadong Medicine, signed an exclusive product marketing agreement with a wholly-owned subsidiary of Shengnuoji, and obtained the exclusive marketing right of the product in 27 provinces in mainland China
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According to data from Minet.
com, in recent years, the sales volume of Chinese patent medicines for terminal tumor diseases in China's urban public hospitals, county-level public hospitals, urban community centers and township health centers (referred to as China's public medical institutions) is about 20 billion yuan, with a year-on-year increase of 9.
33% in the first half of 2021.
%
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03 The registration system will be fully implemented, and the pharmaceutical industry may usher in a new round of capital tide.
On January 28, the China Securities Regulatory Commission formulated the 2022 annual legislative work plan, and made overall arrangements for the annual legislative work
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In 2022, regulations such as the Measures for the Administration of the Registration of Initial Public Offerings and the Measures for the Administration of the Securities Issuance of Listed Companies will be formulated, and the relevant departments of the State Council will do a good job in the Regulations on the Supervision and Administration of Listed Companies, the Regulations on the Supervision and Administration of Corporate Bonds, and the Supervision and Administration of Securities Companies.
The formulation and revision of administrative regulations such as the Regulations
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At the same time, it also issued the "Guiding Opinions on Improving the Quality of Information Disclosure in Prospectus under the Registration System", which put forward clear requirements for strengthening accountability and strictly cracking down on fraudulent information disclosure in accordance with the law; Violations shall be subject to administrative penalties in accordance with the law
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Those suspected of committing a crime shall be transferred to judicial organs for investigation of criminal responsibility according to law
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Promote the improvement of the civil compensation system and mechanism for illegal information disclosure, and strengthen investor protection
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Prior to this, on January 17, the China Securities Regulatory Commission held the 2022 system work conference to summarize the work in 2021, analyze the current situation, and study and deploy key tasks in 2022
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It clearly put forward seven key tasks, including adhering to the stability of the word, effectively maintaining the stable and healthy development of the capital market, taking the full implementation of the stock issuance registration system as the main line, and deepening the reform of the capital market
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On January 7, the China Securities Regulatory Commission issued the "Regulations on the Pilot Program of Stock Market Making Transactions on the Science and Technology Innovation Board of Securities Companies (Draft for Comment)".
system, and further promote the process of fully implementing the registration system for A shares, aiming to enhance market liquidity and increase activity
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In the future, the Beijing Stock Exchange is also expected to introduce a market maker mechanism
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With the official opening of the 2021 annual report disclosure of listed companies, the Shanghai Stock Exchange has clarified the annual report requirements and key matters of listed companies on the Sci-Tech Innovation Board.
Among them, in terms of "hard technology", it is necessary to focus on information disclosure with the attributes of scientific and technological innovation, combined with the industry to which it belongs.
Characteristics, main technical thresholds, core technologies and their advancement, scientific research strength and achievements, progress and application prospects of main research projects, possible major risks and major uncertainties, etc.
, the "hard technology" attribute of the Sci-tech Innovation Board is further highlighted
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Industry insiders said that in recent years, the regulatory authorities have frequently issued policies.
With the comprehensive promotion of the registration system, the implementation of a series of new policies such as the Science and Technology Innovation Board, the ChiNext, and the Beijing Stock Exchange, while accelerating the IPO process, it is also conducive to the promotion of A-share listed companies.
The overall quality of the pharmaceutical industry may usher in a new round of capital tide
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Source: China Securities Regulatory Commission, Oriental Fortune Network, company announcements, etc.