The pharmaceutical sector has changed again, and many individual stocks have closed 2 consecutive boards!

【Pharmaceutical Network Pharmaceutical Stock Market】On October 10, the pharmaceutical sector changed again, among which Huangshan Capsule, Longjin Pharmaceutical closed 2 consecutive boards, Lisheng Pharmaceutical rose and stopped, Xiangyu Medical, Xiangsheng Medical, etc.
rose by more than 10%, and Jiaying Pharmaceutical, Datang Pharmaceutical, Huasen Pharmaceutical, Darentang, Lianying Medical, Haier Biological, Kaili Medical, Enwei Pharmaceutical, Chengyitong, etc.
have followed suit
.
On the news surface, Lianglian Huangshan Capsule disclosed an indicative announcement
on the evening of September 29 that the control was proposed to change and the change of rights and interests.
According to the announcement, the actual controllers of the company, Yu Chunming and Yu Chaobiao, have signed the "Share Transfer Agreement on Anhui Huangshan Capsule Co.
, Ltd.
" with Shandong Lutai Holding Group Co.
, Ltd.
on September 29, 2022, and the control of the company will change
after the completion of this transaction.
In addition, on September 27, the centralized procurement of orthopedic spine consumables of the national tissue was better than expected
.
Recently, the Health Commission issued a notice that it intends to use financial discount loans to renovate medical equipment, and intends to issue supporting policies in the near future to further clarify the policy
of using financial discount loans to update and transform medical equipment in hospitals.
The industry expects the news to be positive for some medical device industry companies
.
According to the data, Huangshan Capsule is a hollow hard capsule manufacturer, the company's main business is gelatin hollow capsules and enteric-lyzed gelatin hollow capsules research and development, production and sales
.
In addition, its subsidiary Anhui Dejong Pharmaceutical Equipment Co.
, Ltd.
has the business scope of research and development, production and sales of medical equipment, pharmaceutical equipment and capsule special equipment; Medical device sales
.
Longjin Pharmaceutical's traditional Chinese medicine sector, which also walked out of the two boards today, touched the limit board today, and has risen and stopped more than 25 times
in the past year.
Longjin Pharmaceutical is a pharmaceutical company engaged in the research and development, production and sales of modern traditional Chinese medicine and characteristic chemical generic drugs
.
On the news side, the company announced on September 19 that Yunnan Zhongke Longjin Biotechnology Co.
, Ltd.
, a holding subsidiary, recently received the "Drug Clinical Trial Approval Notice"
issued by the State Food and Drug Administration.
Clinical trials of ZKLJ02 for injection were approved for acute ischemic stroke and improvement of neurological deficits
.
ZKLJ02 is an anticoagulant, an active ingredient found for the first time from forest leeches, and a candidate innovative drug for peptide obtained by artificial synthesis, with a novel chemical structure
.
Its mechanism of action is to inhibit the key targets of the kinin system, coagulation factor 12 (FXII) and kallikrein (KLK), block the coagulation waterfall response and the inflammatory cascade signaling pathway, inhibit thrombosis and its thrombotic inflammation during the pathology of ischemic stroke, and further exert the effect
of treating acute ischemic stroke (AIS) by acting in the circulatory system 。 Longjin Pharmaceutical has said that there is an urgent need for a target drug with significant anticoagulation effect and much smaller bleeding risk for AIS in clinical practice, and ZKLJ02 for injection is such a candidate anti-AIS drug
with good development prospects.
From the perspective of the industry to which Longjin Pharmaceutical belongs, in recent years, including the introduction of a series of policies such as the "14th Five-Year Plan for the Development Plan of Traditional Chinese Medicine", it has brought new development opportunities to the Chinese medicine industry, and has also been optimistic about many securities institutions
.
For example, Southwest Securities said in the research report that with the tilt of medical insurance payments to traditional Chinese medicine, the marginal of industry policies is good, and the slow bull market in the traditional Chinese medicine sector is worth looking forward to
.
Xiangcai Securities pointed out that recently many provinces have introduced favorable policies for traditional Chinese medicine, and the Chinese medicine industry is expected to usher in a policy dividend period, and "policy + pharmaceutical consumption rigidity + steady growth of performance + valuation advantage" jointly builds investment opportunities
in the Chinese medicine industry.
Disclaimer: Under no circumstances does the information herein or the opinions expressed in this article constitute investment advice
to any person.