Recently, Shandong Xinhua Medical Device Co.
, Ltd.
issued an announcement
on the transfer of the equity of its subsidiary, Shanghai Chenwei Zhongde Hospital Management Co.
, Ltd.
It is worth mentioning that as early as June 6, Xinhua Medical had issued an asset appraisal report on the value of all shareholders' equity involved in the proposed transfer of part of the equity of Tangshan Hongxin Hospital Co.
, Ltd.
, and began to frequently sell hospital assets
.
Xinhua Medical is not a special case, in fact, since the beginning of this year, under the normalization of drug collection and the continuous promotion of medical insurance negotiations, many local enterprises have chosen to actively focus on the main business and accelerate "slimming"
in order to have a better development state.
Since the beginning of the year, a large number of pharmaceutical companies, including Ruikang Pharmaceutical, Yunnan Baiyao, Xianju Pharmaceutical and so on, have announced that they will divest assets
.
For example, on August 14, Northeast Pharmaceutical issued an announcement entitled "Announcement of Northeast Pharmaceutical Group Co.
, Ltd.
on the Company's Proposed Disposal of Assets" (hereinafter referred to as the "Announcement"), which stated that according to business needs, it would dispose of two sets of residences located in Building 37, Yuzhong West Road, Xicheng District, Beijing, which were built in 1991 with a construction area of 89.
3 square meters and 64 square meters
respectively.
According to the average price of 135,000 yuan / square meter, if the two properties are successfully sold, it is expected to bring nearly 21 million yuan of working capital
to Northeast Pharmaceutical.
According to the Announcement, the original value of the assets of the two properties was 2.
85 million yuan
.
From purchase to sale, these two sets of Desheng School District houses brought about 7.
4 times the income
of Northeast Pharmaceutical.
On July 15, Sihuan Pharmaceutical announced that the company intends to propose to sell some or all of its generic drugs and other non-core traditional medicine businesses and assets that have not met the company's performance expectations or do not meet the company's long-term strategic objectives due to changes in the pharmaceutical industry, and the company intends to gradually complete the potential sale in the next 12-24 months, and the specific scope of the potential sale will be finalized
depending on market conditions and negotiations with potential buyers.
It is worth noting that according to public information, the generic drug sector has always been a very important cash cow business of Sihuan Pharmaceutical, and there are dozens of products
under development on the high-end generic drug research and development platform.
At the same time, it also has strong API production resources, and integrates the "API + CDMO" integrated platform in 2020, with about 160 projects listed and about 40 actual signed customers
.
On March 29 this year, Sihuan Pharmaceutical released its 2021 performance, and the revenue of the generic drug business accounted for 78.
94%.
In the industry's view, in recent years, the pharmaceutical industry has introduced a series of policies such as generic drug consistency evaluation, collection, medical insurance control fees, and key monitoring of auxiliary drugs, and the profit margins of pharmaceutical companies have been squeezed, the pressure has doubled, and the entire market reshuffle has accelerated, which is the main reason for
pharmaceutical companies to open the "selling, selling and selling" model.
However, this way of helping pharmaceutical companies is only temporary, and the industry believes that from the current pharmaceutical companies have begun to accelerate the transformation of innovative drugs, the key to the development of enterprises is still in its core products and a strong R & D marketing team
.
