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[Pharmaceutical Network Pharmaceutical Stock Market] The pharmaceutical sector index remained stable as a whole this week
.
The industry said that it is necessary to continue to grasp the timing of fixed investment in medicine, and it is recommended to focus on the core assets of medicine and the subdivision leaders of "specialized, refined and new" under "medical insurance immunity"
.
This week, the stable combination recommends WuXi AppTec, Mindray Medical, Hengrui Medicine, and Yunnan Baiyao
.
WuXi AppTec’s financial report in the first half of 2021 was amazing
.
According to the report, in the first half of 2021, its operating income increased by 45.
7% year-on-year to 10.
537 billion yuan; net profit attributable to shareholders of listed companies increased by 55.
8% year-on-year to 2.
675 billion yuan
.
Analysts said that as a large company in the industry, it can still have such growth in performance, which proves the competitiveness of its business model
.
It is reported that WuXi PharmaTech has found a newer business model in this track to make the company more competitive
.
In addition to receiving part of the remuneration for labor services, WuXi AppTec can also sign "integrated contracts" with strategic customers, that is, invest in a new drug together, and obtain a certain percentage of additional income after the new drug is successfully developed.
A new model for customers to share risk
.
Having the right business model is one of WuXi's magic weapons
.
In addition, the company also has a complete talent incentive system, which also helps the company maintain its competitiveness in the industry
.
Mindray Medical Mindray Medical is a company engaged in the research and development, manufacturing, marketing and service of medical devices.
It has an independent and complete system of research and development, procurement, manufacturing, marketing and service
.
The company's main business is divided into three major sectors, including life information and support business, in vitro diagnostic business and medical imaging business
.
Data shows that Mindray Medical maintains double-digit growth in revenue every year, with revenue of 13.
753 billion yuan, 16.
556 billion yuan and 21.
026 billion yuan in 2018-2020 respectively
.
Net profit was 3.
726 billion yuan, 4.
685 billion yuan and 6.
66 billion yuan respectively
.
In addition, in the first half of 2021, Mindray Medical achieved an operating income of 12.
778 billion yuan, a year-on-year increase of 20.
96%; a total profit of 4.
916 billion yuan, a year-on-year increase of 25.
18%; the net profit attributable to shareholders of the listed company was 4.
344 billion yuan, a year-on-year increase of 25.
79%
.
According to the industry, there is still a lot of room for growth in China's medical device industry in the future.
In view of the obvious advantages of Mindray medical brand technology channels and other advantages, its high probability growth rate in the future may be more than 20%, but now there is a problem that cannot be ignored.
It is the implementation of centralized procurement
.
Hengrui Medicine Recently, Hengrui Medicine responded on the interactive platform that the company will continue to vigorously promote the development strategy of scientific and technological innovation, continue to increase investment in research and development, and the company will also make announcements in strict accordance with relevant regulations and fulfill its information disclosure obligations in a timely manner
.
The data shows that in order to support the research and development of innovative drugs, Hengrui Medicine's research and development investment has continued to increase
.
From 2018 to 2020, the company's R&D investment was 2.
670 billion yuan, 3.
896 billion yuan, and 4.
989 billion yuan, accounting for 15.
33%, 16.
73%, and 17.
99% of the current operating income, respectively
.
According to the industry, as a domestic innovative drug company, Hengrui has made a lot of achievements in the research and development of innovative drugs, especially anti-tumor drugs in recent years, and also plans to create new innovative drugs in the fields of immunotherapy, cardiovascular, metabolic diseases, and pain management.
growth point
.
According to the annual report, in 2020, Hengrui Medicine obtained a total of 6 production approvals for innovative drug preparations and 5 production approvals for generic drug preparations; 82 clinical approvals for innovative drugs and 2 clinical approvals for generic drugs
.
It is reported that recently, Hengrui Medicine received the "Drug Clinical Trial Approval Notice" approved and issued by the State Food and Drug Administration, approving the company's self-developed long-acting insulin/GLP-1 analog fixed ratio compound preparation HR17031 injection for domestic use.
Clinical trials for the treatment of type 2 diabetes
.
Yunnan Baiyao The main business of Yunnan Baiyao mainly includes the research and development, production and sales of self-made industrial products, as well as the wholesale and retail business of medicines.
The business scope covers medicines, health products, traditional Chinese medicine resources, and medicine circulation
.
Southwest Securities released a research report saying that it maintains Yunnan Baiyao’s “buy” rating, and it is expected that the EPS in 2021-2023 will be 4.
33/4.
61/5.
27 yuan, respectively, and the corresponding PE will be 21/20/17 times, respectively
.
Considering that the company's four major businesses continue to improve, its leading position in orthopedics and trauma medicine is stable, the equity incentive plan stimulates the enthusiasm of employees, and new products and projects in the toothpaste and skin care fields continue to be implemented, and future growth can be expected
.
The data shows that in 2021H1, Yunnan Baiyao's pharmaceutical and general health division performed well
.
In 2021H1, the pharmaceutical industry revenue was 6.
83 billion yuan (+27.
4%), and the pharmaceutical business revenue was 12.
21 billion yuan (+20.
8%)
.
In terms of business divisions, in 2021H1, the Pharmaceutical Division, Health Products Division, Provincial Pharmaceutical Company, Traditional Chinese Medicine Resources Division and Hainan Center achieved operating incomes of 3.
34 billion yuan, 3.
336 billion yuan, 11.
804 billion yuan, 373 million yuan and 110 million yuan respectively
.
.
The industry said that it is necessary to continue to grasp the timing of fixed investment in medicine, and it is recommended to focus on the core assets of medicine and the subdivision leaders of "specialized, refined and new" under "medical insurance immunity"
.
This week, the stable combination recommends WuXi AppTec, Mindray Medical, Hengrui Medicine, and Yunnan Baiyao
.
WuXi AppTec’s financial report in the first half of 2021 was amazing
.
According to the report, in the first half of 2021, its operating income increased by 45.
7% year-on-year to 10.
537 billion yuan; net profit attributable to shareholders of listed companies increased by 55.
8% year-on-year to 2.
675 billion yuan
.
Analysts said that as a large company in the industry, it can still have such growth in performance, which proves the competitiveness of its business model
.
It is reported that WuXi PharmaTech has found a newer business model in this track to make the company more competitive
.
In addition to receiving part of the remuneration for labor services, WuXi AppTec can also sign "integrated contracts" with strategic customers, that is, invest in a new drug together, and obtain a certain percentage of additional income after the new drug is successfully developed.
A new model for customers to share risk
.
Having the right business model is one of WuXi's magic weapons
.
In addition, the company also has a complete talent incentive system, which also helps the company maintain its competitiveness in the industry
.
Mindray Medical Mindray Medical is a company engaged in the research and development, manufacturing, marketing and service of medical devices.
It has an independent and complete system of research and development, procurement, manufacturing, marketing and service
.
The company's main business is divided into three major sectors, including life information and support business, in vitro diagnostic business and medical imaging business
.
Data shows that Mindray Medical maintains double-digit growth in revenue every year, with revenue of 13.
753 billion yuan, 16.
556 billion yuan and 21.
026 billion yuan in 2018-2020 respectively
.
Net profit was 3.
726 billion yuan, 4.
685 billion yuan and 6.
66 billion yuan respectively
.
In addition, in the first half of 2021, Mindray Medical achieved an operating income of 12.
778 billion yuan, a year-on-year increase of 20.
96%; a total profit of 4.
916 billion yuan, a year-on-year increase of 25.
18%; the net profit attributable to shareholders of the listed company was 4.
344 billion yuan, a year-on-year increase of 25.
79%
.
According to the industry, there is still a lot of room for growth in China's medical device industry in the future.
In view of the obvious advantages of Mindray medical brand technology channels and other advantages, its high probability growth rate in the future may be more than 20%, but now there is a problem that cannot be ignored.
It is the implementation of centralized procurement
.
Hengrui Medicine Recently, Hengrui Medicine responded on the interactive platform that the company will continue to vigorously promote the development strategy of scientific and technological innovation, continue to increase investment in research and development, and the company will also make announcements in strict accordance with relevant regulations and fulfill its information disclosure obligations in a timely manner
.
The data shows that in order to support the research and development of innovative drugs, Hengrui Medicine's research and development investment has continued to increase
.
From 2018 to 2020, the company's R&D investment was 2.
670 billion yuan, 3.
896 billion yuan, and 4.
989 billion yuan, accounting for 15.
33%, 16.
73%, and 17.
99% of the current operating income, respectively
.
According to the industry, as a domestic innovative drug company, Hengrui has made a lot of achievements in the research and development of innovative drugs, especially anti-tumor drugs in recent years, and also plans to create new innovative drugs in the fields of immunotherapy, cardiovascular, metabolic diseases, and pain management.
growth point
.
According to the annual report, in 2020, Hengrui Medicine obtained a total of 6 production approvals for innovative drug preparations and 5 production approvals for generic drug preparations; 82 clinical approvals for innovative drugs and 2 clinical approvals for generic drugs
.
It is reported that recently, Hengrui Medicine received the "Drug Clinical Trial Approval Notice" approved and issued by the State Food and Drug Administration, approving the company's self-developed long-acting insulin/GLP-1 analog fixed ratio compound preparation HR17031 injection for domestic use.
Clinical trials for the treatment of type 2 diabetes
.
Yunnan Baiyao The main business of Yunnan Baiyao mainly includes the research and development, production and sales of self-made industrial products, as well as the wholesale and retail business of medicines.
The business scope covers medicines, health products, traditional Chinese medicine resources, and medicine circulation
.
Southwest Securities released a research report saying that it maintains Yunnan Baiyao’s “buy” rating, and it is expected that the EPS in 2021-2023 will be 4.
33/4.
61/5.
27 yuan, respectively, and the corresponding PE will be 21/20/17 times, respectively
.
Considering that the company's four major businesses continue to improve, its leading position in orthopedics and trauma medicine is stable, the equity incentive plan stimulates the enthusiasm of employees, and new products and projects in the toothpaste and skin care fields continue to be implemented, and future growth can be expected
.
The data shows that in 2021H1, Yunnan Baiyao's pharmaceutical and general health division performed well
.
In 2021H1, the pharmaceutical industry revenue was 6.
83 billion yuan (+27.
4%), and the pharmaceutical business revenue was 12.
21 billion yuan (+20.
8%)
.
In terms of business divisions, in 2021H1, the Pharmaceutical Division, Health Products Division, Provincial Pharmaceutical Company, Traditional Chinese Medicine Resources Division and Hainan Center achieved operating incomes of 3.
34 billion yuan, 3.
336 billion yuan, 11.
804 billion yuan, 373 million yuan and 110 million yuan respectively
.
