The long-term development of the API industry is optimistic, and a large number of enterprises are increasing their layout

【Pharmaceutical Network Market Analysis】Recently, the API industry has seen frequent good news
.
First, many API concept stocks strengthened
.
Among them, on November 18, the stock price of Aoxiang Pharmaceutical rose by 5.
76%, and Minova also rose by nearly 4%.

In terms of extended horizons, since the low point of the stock price in October, the share price of Aoxiang Pharmaceutical has rebounded by more than 20%, and the share price of Minova has also rebounded by more than
30%.
The long-term development of the API industry is optimistic, and a large number of companies are increasing their layout (Image source: Pharmaceutical Network) In addition to the continuous strengthening of API concept stocks, while the API industry has attracted much attention from the industry, good news such as the listing of related enterprises' products, the commissioning of bases, and the acquisition of overseas certificates have also continued
.
For example, BrightPharma announced on November 17 that BrightPharmaceutical(Suzhou) Co.
, Ltd.
, a wholly-owned subsidiary of the company, recently received the approval notice of the marketing application of "pimecrolimus" chemical APIs issued by the state
.
The API will enrich the company's immunosuppressive API product pipeline, which will help the company expand the sales of
this variety.
On November 16, when Hokuriku Pharmaceutical disclosed the record of investor relations activities, it showed that the first and second phases of its holding subsidiary Haichang Pharmaceutical's 850-ton iodine contrast agent API project have also been officially put into operation, and the production capacity is gradually being released
.
In addition, on the same day, Nuotai Biotech said that the company intends to issue convertible bonds to unspecified objects to raise no more than 534 million yuan, and the funds raised will mainly be invested in API manufacturing and green production improvement projects.
.
.
It is worth mentioning that domestic APIs have also made frequent successes overseas
.
On November 10, Hanyu Pharmaceutical announced that the API DMF of ganirec acetate has been approved
by the FDA.
This opens up an access channel for ganirec acetate (API) to enter the US market, which means that ganirec acetate will achieve commercial sales in the US market, which will have a positive impact on the overseas market of Hanyu Pharmaceutical's API and enhance its international brand influence
.
From the above, it can be clearly seen that the enthusiasm and confidence of domestic enterprises in the layout of the API track are very high, and a large number of enterprises are further expanding the layout and capacity expansion of APIs and pharmaceutical excipients to achieve economies of scale and improve the cost advantage and competitive advantage
of enterprises.
Industry insiders believe that the future growth space of the API sector is very broad, the supply and demand pattern of the industry will continue to optimize, and at the same time, a large number of enterprises will usher in new growth
in the API business.
It is reported that in fact, many API companies have expressed confidence
in the fourth quarter and the annual performance growth.
For example, Xianju Pharmaceutical also mentioned in the investor relations activity record released on November 10, "Looking forward to the fourth quarter and the full year, the company is confident to maintain steady growth
.
" It is understood that in the first three quarters of 2022, it has achieved operating income of 3.
453 billion yuan, a year-on-year increase of 4.
09%; The net profit attributable to shareholders of the listed company was 529 million yuan, a year-on-year increase of 15.
24
%.
In short, in the long run, the API industry is one of the core directions of China's new pharmaceutical manufacturing, with its own upgrading and undertaking the dual growth of global industrial chain transfer, to a more high-end innovative drug CDMO (customized R&D and production) iterative development of logical clarity and other advantages, affected by the above advantages, the future API industry will usher in rapid development, and a large number of enterprises in the industrial chain will also benefit
.
For example, in different production links of APIs, a large number of production equipment with different missions are required, such as reaction tanks, fermentation tanks, extraction equipment, sterilization filters and so on
.
Therefore, in the context of the accelerated development of API enterprises, pharmaceutical equipment companies will also usher in more development opportunities, especially those that can meet the green environmental protection, energy conservation and efficiency needs of API enterprises, and are expected to undertake more benefits
.
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.