The value of investment in the pharmaceutical sector has been further highlighted, and these stocks have been concerned

Pharmaceutical Network Pharmaceutical Stock Market , March 5, "On deepening the reform of the medical security system" was releasedSome investors believe that the "Opinion" continues to emphasize the overall promotion of centralized procurement of drugs, after many rounds of collection, policy design and constant improvement, enterprises and capital markets on the collection policy also has full expectations, the future will not have a large-scale impact on the industry, but still have a certain impact on the performance of individual stocks, it is recommended to actively pay attention to the generic drug industry chain upstream of the high standard of the original auxiliary package subdivision leader
In addition, some investors believe that the future can really achieve sustainable development under the trend of volume procurement generic enterprises should have a reasonable global supply chain system and variety differentiation choice, and based on the domestic chemical foundation of the raw materials industry global scale advantage, think that the integration of companies in the process more market competitiveness, especially in the process of downstream industrial concentration, this advantage will be further amplified, so optimistic that the scale advantage of upstream enterprises (intermediates, raw materials) Forward integration expansion and downstream preparations have large-scale preparation enterprises backward integration strategy to create a competitive supply chain system
In terms of individual stocks, investinKalein, Plo Pharmaceuticals, Tiger Pharmaceuticals, Wanfu Bio,etc
Kelley's business covers preclinical research and development of new drugs, process development and preparation in the clinical stage, process optimization and large-scale production of commercialized drugs, and mainly serves the major disease strains involving viruses, infections, tumors, cardiovascular, nervous system, diabetes and so on
The company's total revenue in 2014 was RMB716 million, and in the following years it maintained a steady growth trend, reaching RMB1,835 million in 2018, an increase of 28.94 percent over the same period last year, an increase of 2.56 times in five years, with a compound annual growth rate of 20.71 percentAt the same time, net profit also increased from 102 million yuan in 2014 to 428 million yuan, an increase of 25.49 percent over the same period last year, a 4.2-fold increase in five years, and a compound annual growth rate of 33.22 percentIn 2019, Kelley's revenue was RMB2.46 billion, up 34.11% YoY, and net profit was RMB556 million, up 29.75% YoY
Plo Pharmaceuticals is mainly engaged in API intermediates, contract research and development production (CDMO), preparation business and import and export trade businessAs of September 30, 2019, Plo Pharmaceuticals had operating income of RMB5,415.2 million and net income attributable to shareholders of the parent company of RMB431.61 million, an increase of 57.8666% YoY over the previous year, with a basic earnings per share of RMB0.37
In the context of the new collection, API enters the entry-to-integration expansion window period, emphasizing the importance of bottom-up product and capacity tracking, and from 2020, pro pharmaceutical technology advantages are expected to be amplified in the integrated layoutThe industry believes that from 2020 onwards, based on fermentation and synthesis of technical advantages, the company's API, CDMO business revenue is expected to enter a rapid growth stage, and with the further embodiment of the scale effect, profitability is expected to continue to improve;
Tiger Pharmaceuticals Innovation Drug Research and Development Service outsourcing high business climate continues, Tiger Pharma as the domestic clinical CRO leader will fully enjoy the rapid development of the industryThe company has now become a strong domestic clinical CRO enterprises, complete the Asia-Pacific layout, the industry believes that with China's accession to ich gradually internationalized the drug review environment, the company's service capabilities in Europe and the United States to deepen, the company is expected to gradually become an important player in the global clinical CRO industry
Data show that in 2019 Tiger Pharma expects to achieve operating income of 2.823 billion yuan, up 22.71% YoY, and net profit of 848 million yuan, up 79.55 percent YoYIt is estimated that the company's operating income in 2019-2021 will be RMB2.823, 36.73 and RMB4.873 billion, up 22.70%, 30.12% and 32.65% YoY; 8.48, 11.88 and 1,661 million yuan, up 79.59 percent, 40.09 percent and 39.84 percent year-on-year, corresponding to EPS of 1.13, 1.58 and 2.21 yuan
Wanfu Bio Wanfu Bio specializes in rapid diagnostic reagents and supporting instruments research and development, manufacturing, marketing and service, is one of the leading enterprises of POCT Wanfu Bio continued to invest in research and development in the field of in vitro diagnostics for product research and development, research and development costs in the past three years accounted for more than 9% of operating income, as of 2018 the company's research and development costs reached 151 million yuan
After more than 20 years of development, Wanfu Bio's existing immunocolloid gold technology platform, immunofluorescent technology platform, electrochemical technology platform, dry biochemical technology platform, chemical luminescence technology platform, molecular diagnostic technology platform, as well as instrument technology platform and biological raw materials platform, and rely on the above eight technology platforms to form a cardiovascular disease, inflammation, tumor, infectious diseases, toxic testing (drug abuse), eugenics and other fields of product line rich Data show that in 2015, Wanfu Bio revenue was 429 million yuan, net profit of 125 million yuan, and as of 2019 the company's revenue reached 2,091 million yuan, the four-year compound growth rate reached 48.58 percent, net profit reached 385 million yuan, four years of compound growth rate reached 32.48 percent