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[Pharmaceutical Network Pharmaceutical Stock Market] The support of the national policy to the pharmaceutical industry has brought opportunities for the development of pharmaceutical manufacturing enterpris.
In recent years, the state has introduced a series of policies to encourage the healthy development of the pharmaceutical manufacturing industry, providing a good macro market environment for the development of the pharmaceutical industry, and domestic enterprises have also ushered in development opportuniti.
In this context, the pharmaceutical industry has also become one of the focus of investors, and many institutions have investigated pharmaceutical compani.
Since July, a number of pharmaceutical companies have released investor relations activity record sheets, revealing the status of investigations by institutio.
For example, Huadong Medicine released a record form of investor relations activities on July 11, and the company received 134 institutional surveys on July 8, 202 The types of institutions are QFII, insurance companies, others, fund companies, overseas institutions, securities companies, Sunshine Private Equi.
During the survey, Huadong Medicine stated that due to factors such as the adjustment of the new medical insurance payment price of Bailing Capsules and the price reduction of the centralized procurement of pantoprazole sodium for injection, the operating income of the pharmaceutical industry in the first quarter of this year decreased year-on-year, but the month-on-month has been obvio.
In the second quarter, the overall operation continued to improve after overcoming the impact of local epidemics in Chi.
The impact of product price reductions on operating income is gradually being absorbed, laying a solid foundation for the company's pharmaceutical industry to return to the growth track this ye.
In response to whether the company has new products to increase revenue this year, Huadong Medicine said that the company's products such as Nisina (alogliptin benzoate tablets) and icariin soft capsules, which are responsible for market promotion this year, are expected to contribute to certain sales performan.
Sitagliptin and metformin tablets (50/500mg) will be available for sale as early as July this year after the original research patent expir.
Products such as caspofungin acetate for injection, micafungin sodium for injection, and omeprazole sodium bicarbonate capsules are also expected to have a positive impact on the company's operating performance this ye.
Liraglutide injection (diabetic indications), canagliflozin tablets, sitagliptin metformin tablets (50/850mg), sorafenib tosylate tablets, and macitentan tablets are expected to be launched this year Approv.
In addition, the company is actively promoting the clinical and registration work of a number of innovative drugs and biosimilars under developme.
On the same day, China Resources Sanjiu also released a record form of investor relations activiti.
The company received a survey from 6 institutional units on July 8, 202 The types of institutions are fund companies, overseas institutions, and securities compani.
In answering questions from investors, China Resources Sanjiu said that the company's 14th Five-Year Plan will integrate high-quality resources in the industry as one of the important strategic measur.
In the next few years, the company will also seize the opportunity of integration brought about by industry changes and speed up the process of extension M&.
In terms of specific direction, CHC business prefers influential brands and pays attention to products in the direction of consumption upgrade, so as to help the company realize global layout as soon as possib.
The company's acquisition of Aonuo is to supplement sub-brands in the field of pediatrics; the acquisition of Kunyao is also to further supplement traditional Chinese medicine brands; the Longjiao Powder introduced in the cold category is also a brand that is in line with the direction of consumption upgrades in the medium and long te.
Focus on prescription drugs: Products with unique resources and clinical value in the field of traditional Chinese medicine Focus on innovative drug opportunities Generic drugs with certain barrie.
The company's investment in Runsheng, a dry powder inhaler company, in 2020 is also in line with the company's strategic directi.
In addition, the company stated that during the 14th Five-Year Plan period, the company will continue to increase R&D investment in combination with its business foundation and existing resource endowmen.
Heavy Pharmaceutical Holdings released a record form of investor relations activities on July 1 The company received investigations from 6 institutions on July 12, 202 The types of institutions are other and sunshine private equity institutio.
Heavy Pharmaceutical Holdings stated that the advantages of nationwide layout and market development have the following advantages: Base camp advantages: It has strong market competitiveness in the market of all grades of hospitals in Chongqi.
Scale advantage: The company is a large-scale listed pharmaceutical state-owned enterprise in Chongqi.
Its performance continues to grow, and the regional markets are coordinated and linked, providing a solid foundation for the high-quality development of the company through scale effec.
Network advantages: The company has basically achieved a nationwide layo.
By basing itself on the base in Chongqing, with the provincial platforms as the core, building a national network advantage, driving the development of the company's overall scale through network advantages, and further strengthening the scale effect and plate effe.
Management advantages: It has a relatively mature and complete set of standardized management systems for state-owned listed companies, with high management efficiency and strong execution capabiliti.
Anti-risk advantage: a state-owned listed company with a sound management system, sufficient bank credit, strong corporate brand strength and strong anti-risk capabiliti.
Advantages of service diversification: the company actively builds a "medicine + medicine" health service platform, carries out SPD in-hospital logistics projects for drugs and equipment in many provinces and cities across the country, and provides services such as patient chronic disease management and medication data tracking, providing services for doctors, patients, and medicin.
, The government provides the overall solution of information technology, realizes the value-added service, and enhances the profit space of the enterpri.
In addition to the investor relations activity sheet announced by the above pharmaceutical companies, Maiwei Bio also released the investor relations activity record sheet on July The company accepted a survey of 76 institutional units on June 29, 202 The types of institutions are insurance companies, Others, fund companies, overseas institutions, securities companies, sunshine private equity institutio.
During the survey, Maiwei Bio said that the company's research and development focus on two main directions: First, tumor-related, especially tumor immunotherapy, through the comprehensive regulation of the tumor microenvironment, play a comprehensive anti-tumor effect of a variety of natural immune cells, inhibit the Immune escape improves the effect of tumor immunotherapy; another direction is age-relat.
Under the background of aging, the number of chronic disease patients in China has increased significant.
The company has made key arrangements in the fields of chronic diseases including inflammation, metabolism, and ophthalmolo.
The continuous improvement of the level is expected to meet the needs of patients in pursuit of high quality of li.
In the next few years, based on the existing and continuously improving business development system, the company will focus on promoting international cooperation on pipelines with high innovation and obvious differentiated advantages, including anti-Nectin-4 ADC, anti-ST2 monoclonal antibody, anti-CD47/PD- L1 double antibody,e.
At present, the company's ADC drug development platform has developed bridging fixed-site coupling technology and dispersed fixed-site coupling technolo.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
In recent years, the state has introduced a series of policies to encourage the healthy development of the pharmaceutical manufacturing industry, providing a good macro market environment for the development of the pharmaceutical industry, and domestic enterprises have also ushered in development opportuniti.
In this context, the pharmaceutical industry has also become one of the focus of investors, and many institutions have investigated pharmaceutical compani.
Since July, a number of pharmaceutical companies have released investor relations activity record sheets, revealing the status of investigations by institutio.
For example, Huadong Medicine released a record form of investor relations activities on July 11, and the company received 134 institutional surveys on July 8, 202 The types of institutions are QFII, insurance companies, others, fund companies, overseas institutions, securities companies, Sunshine Private Equi.
During the survey, Huadong Medicine stated that due to factors such as the adjustment of the new medical insurance payment price of Bailing Capsules and the price reduction of the centralized procurement of pantoprazole sodium for injection, the operating income of the pharmaceutical industry in the first quarter of this year decreased year-on-year, but the month-on-month has been obvio.
In the second quarter, the overall operation continued to improve after overcoming the impact of local epidemics in Chi.
The impact of product price reductions on operating income is gradually being absorbed, laying a solid foundation for the company's pharmaceutical industry to return to the growth track this ye.
In response to whether the company has new products to increase revenue this year, Huadong Medicine said that the company's products such as Nisina (alogliptin benzoate tablets) and icariin soft capsules, which are responsible for market promotion this year, are expected to contribute to certain sales performan.
Sitagliptin and metformin tablets (50/500mg) will be available for sale as early as July this year after the original research patent expir.
Products such as caspofungin acetate for injection, micafungin sodium for injection, and omeprazole sodium bicarbonate capsules are also expected to have a positive impact on the company's operating performance this ye.
Liraglutide injection (diabetic indications), canagliflozin tablets, sitagliptin metformin tablets (50/850mg), sorafenib tosylate tablets, and macitentan tablets are expected to be launched this year Approv.
In addition, the company is actively promoting the clinical and registration work of a number of innovative drugs and biosimilars under developme.
On the same day, China Resources Sanjiu also released a record form of investor relations activiti.
The company received a survey from 6 institutional units on July 8, 202 The types of institutions are fund companies, overseas institutions, and securities compani.
In answering questions from investors, China Resources Sanjiu said that the company's 14th Five-Year Plan will integrate high-quality resources in the industry as one of the important strategic measur.
In the next few years, the company will also seize the opportunity of integration brought about by industry changes and speed up the process of extension M&.
In terms of specific direction, CHC business prefers influential brands and pays attention to products in the direction of consumption upgrade, so as to help the company realize global layout as soon as possib.
The company's acquisition of Aonuo is to supplement sub-brands in the field of pediatrics; the acquisition of Kunyao is also to further supplement traditional Chinese medicine brands; the Longjiao Powder introduced in the cold category is also a brand that is in line with the direction of consumption upgrades in the medium and long te.
Focus on prescription drugs: Products with unique resources and clinical value in the field of traditional Chinese medicine Focus on innovative drug opportunities Generic drugs with certain barrie.
The company's investment in Runsheng, a dry powder inhaler company, in 2020 is also in line with the company's strategic directi.
In addition, the company stated that during the 14th Five-Year Plan period, the company will continue to increase R&D investment in combination with its business foundation and existing resource endowmen.
Heavy Pharmaceutical Holdings released a record form of investor relations activities on July 1 The company received investigations from 6 institutions on July 12, 202 The types of institutions are other and sunshine private equity institutio.
Heavy Pharmaceutical Holdings stated that the advantages of nationwide layout and market development have the following advantages: Base camp advantages: It has strong market competitiveness in the market of all grades of hospitals in Chongqi.
Scale advantage: The company is a large-scale listed pharmaceutical state-owned enterprise in Chongqi.
Its performance continues to grow, and the regional markets are coordinated and linked, providing a solid foundation for the high-quality development of the company through scale effec.
Network advantages: The company has basically achieved a nationwide layo.
By basing itself on the base in Chongqing, with the provincial platforms as the core, building a national network advantage, driving the development of the company's overall scale through network advantages, and further strengthening the scale effect and plate effe.
Management advantages: It has a relatively mature and complete set of standardized management systems for state-owned listed companies, with high management efficiency and strong execution capabiliti.
Anti-risk advantage: a state-owned listed company with a sound management system, sufficient bank credit, strong corporate brand strength and strong anti-risk capabiliti.
Advantages of service diversification: the company actively builds a "medicine + medicine" health service platform, carries out SPD in-hospital logistics projects for drugs and equipment in many provinces and cities across the country, and provides services such as patient chronic disease management and medication data tracking, providing services for doctors, patients, and medicin.
, The government provides the overall solution of information technology, realizes the value-added service, and enhances the profit space of the enterpri.
In addition to the investor relations activity sheet announced by the above pharmaceutical companies, Maiwei Bio also released the investor relations activity record sheet on July The company accepted a survey of 76 institutional units on June 29, 202 The types of institutions are insurance companies, Others, fund companies, overseas institutions, securities companies, sunshine private equity institutio.
During the survey, Maiwei Bio said that the company's research and development focus on two main directions: First, tumor-related, especially tumor immunotherapy, through the comprehensive regulation of the tumor microenvironment, play a comprehensive anti-tumor effect of a variety of natural immune cells, inhibit the Immune escape improves the effect of tumor immunotherapy; another direction is age-relat.
Under the background of aging, the number of chronic disease patients in China has increased significant.
The company has made key arrangements in the fields of chronic diseases including inflammation, metabolism, and ophthalmolo.
The continuous improvement of the level is expected to meet the needs of patients in pursuit of high quality of li.
In the next few years, based on the existing and continuously improving business development system, the company will focus on promoting international cooperation on pipelines with high innovation and obvious differentiated advantages, including anti-Nectin-4 ADC, anti-ST2 monoclonal antibody, anti-CD47/PD- L1 double antibody,e.
At present, the company's ADC drug development platform has developed bridging fixed-site coupling technology and dispersed fixed-site coupling technolo.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyo.
