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[Pharmaceutical Network Market Analysis] On the evening of March 23, WuXi AppTec officially disclosed its 2021 annual report.
According to its annual report data, WuXi AppTec achieved a year-on-year increase of more than 72% in net profit in 2021
.
The industry said that WuXi AppTec's excellent annual report will drive the market to refocus on the CXO field
.
According to the data, in 2021, WuXi PharmaTech's operating income will increase by 38.
50% year-on-year to 22.
902 billion yuan; its net profit will increase by 72.
19% year-on-year to 5.
097 billion yuan
.
At the same time, the industry pointed out that WuXi AppTec is even more powerful in that it is not only growing in 2021.
In the past six years from 2016, its average annual profit has increased by 64%, and its non-profit has increased year by year, with an average annual growth rate of 95%
.
Basically double the profit every year
.
Regarding the performance growth in 2021, WuXi AppTec said that the company has always implemented the strategy of "following molecules", and the integrated chemical business (WuXi Chemistry) sector will continue to build an "integrated, end-to-end" CRDMO (Contract Research, Development) and production) business, the strong demand for orders has promoted the accelerated growth of the company's full-year sales revenue in 2021
.
Looking forward to 2022, WuXi AppTec stated that the revenue growth rate of the chemical business segment in 2022 is expected to nearly double compared with the revenue growth rate in 2021; the forecast for the testing business segment and the biology business segment is that "the momentum of recent years will continue"; It is expected that the growth of cell and gene therapy CTDMO business revenue in 2022 is expected to exceed the industry growth rate; it is expected that the revenue of the domestic new drug research and development service department will decline to a certain extent in 2022
.
CXO is known as the "water seller" of medicine.
It is a pharmaceutical R&D service enterprise in the pharmaceutical industry chain.
It is generally divided into contract R&D services (CRO), contract production business/contract production R&D business (CMO/CDMO) and pharmaceutical sales services (CSO), collectively referred to as CXO Enterprises
.
Analysts said that with the continuous expansion of drug R&D and production demand in the future, CXO companies will have a large space for development, and some leading companies are expected to further obtain international orders, thereby creating more profits
.
In addition to WuXi PharmaTech, the industry said that companies such as YaoShi Technology, Tigermed, and Proton are worthy of attention as potential CXO stocks
.
Taking Yaoshi Technology as an example, its development highlights are that the company is a global provider of innovative chemical products and services in the field of drug research and development
.
The company has designed and developed a library of more than 30,000 novel drug molecule building blocks for small molecule drug development.
Using this drug molecule building block library can quickly discover the relationship between the structure and activity of compounds, greatly improving the efficiency of drug research and development.
success rate
.
It is expected that in 2021, Yaoshi Technology will achieve a year-on-year increase of 160% to 170% in net profit, reaching 478.
94 million yuan to 497.
36 million yuan
.
In terms of performance, Tigermed's operating income in 2021 will increase by 63.
32% year-on-year to RMB 5.
214 billion; net profit will increase by 66.
07% year-on-year to RMB 3.
685 billion; net profit attributable to shareholders of listed companies will increase by 64.
26% year-on-year %, amounting to RMB 2.
874 billion
.
In addition, according to Tigermed's announcement, from January to February 2022, the company's newly signed orders increased by more than 65% year-on-year, and its operating income increased by more than 100% year-on-year
.
The industry believes that the high growth of Tigermed's newly signed orders may be a result of the company's continued performance as a clinical CRO enterprise, and the company's ability to continue to gain customer recognition
.
Let's take a look at Proton.
The industry said that the CDMO business capability of Proton's raw materials has been fully verified, and its performance has been brilliant in recent years
.
In 2021, under the background of the stable growth of the global pharmaceutical R&D pipeline and the increasing trend of pharmaceutical R&D and production outsourcing, Proton will continue to expand and enrich its product pipeline, and continue to improve its technical capabilities, product delivery capabilities and ability to obtain orders; the company's production capacity utilization The profitability and operational efficiency of the company have been further improved, the product structure has been further optimized, and the company's profitability has been continuously improved
.
According to the data, in 2021, Proton shares realized a year-on-year increase of 49.
87% in operating income to 3.
105 billion yuan; realized a year-on-year increase of 61.
49% in net profit attributable to shareholders of listed companies to 524 million yuan; realized non-recurring deductions attributable to shareholders of listed companies The net profit of sexual gains and losses increased by 74.
42% year-on-year to 503 million yuan
.
It is reported that the production capacity of Proton's API CDMO business is steadily advancing.
At present, the company has 3 small molecule API CDMO production bases in China, with a total production capacity of about 2,000 cubic meters, and two production bases are being expanded
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
According to its annual report data, WuXi AppTec achieved a year-on-year increase of more than 72% in net profit in 2021
.
The industry said that WuXi AppTec's excellent annual report will drive the market to refocus on the CXO field
.
According to the data, in 2021, WuXi PharmaTech's operating income will increase by 38.
50% year-on-year to 22.
902 billion yuan; its net profit will increase by 72.
19% year-on-year to 5.
097 billion yuan
.
At the same time, the industry pointed out that WuXi AppTec is even more powerful in that it is not only growing in 2021.
In the past six years from 2016, its average annual profit has increased by 64%, and its non-profit has increased year by year, with an average annual growth rate of 95%
.
Basically double the profit every year
.
Regarding the performance growth in 2021, WuXi AppTec said that the company has always implemented the strategy of "following molecules", and the integrated chemical business (WuXi Chemistry) sector will continue to build an "integrated, end-to-end" CRDMO (Contract Research, Development) and production) business, the strong demand for orders has promoted the accelerated growth of the company's full-year sales revenue in 2021
.
Looking forward to 2022, WuXi AppTec stated that the revenue growth rate of the chemical business segment in 2022 is expected to nearly double compared with the revenue growth rate in 2021; the forecast for the testing business segment and the biology business segment is that "the momentum of recent years will continue"; It is expected that the growth of cell and gene therapy CTDMO business revenue in 2022 is expected to exceed the industry growth rate; it is expected that the revenue of the domestic new drug research and development service department will decline to a certain extent in 2022
.
CXO is known as the "water seller" of medicine.
It is a pharmaceutical R&D service enterprise in the pharmaceutical industry chain.
It is generally divided into contract R&D services (CRO), contract production business/contract production R&D business (CMO/CDMO) and pharmaceutical sales services (CSO), collectively referred to as CXO Enterprises
.
Analysts said that with the continuous expansion of drug R&D and production demand in the future, CXO companies will have a large space for development, and some leading companies are expected to further obtain international orders, thereby creating more profits
.
In addition to WuXi PharmaTech, the industry said that companies such as YaoShi Technology, Tigermed, and Proton are worthy of attention as potential CXO stocks
.
Taking Yaoshi Technology as an example, its development highlights are that the company is a global provider of innovative chemical products and services in the field of drug research and development
.
The company has designed and developed a library of more than 30,000 novel drug molecule building blocks for small molecule drug development.
Using this drug molecule building block library can quickly discover the relationship between the structure and activity of compounds, greatly improving the efficiency of drug research and development.
success rate
.
It is expected that in 2021, Yaoshi Technology will achieve a year-on-year increase of 160% to 170% in net profit, reaching 478.
94 million yuan to 497.
36 million yuan
.
In terms of performance, Tigermed's operating income in 2021 will increase by 63.
32% year-on-year to RMB 5.
214 billion; net profit will increase by 66.
07% year-on-year to RMB 3.
685 billion; net profit attributable to shareholders of listed companies will increase by 64.
26% year-on-year %, amounting to RMB 2.
874 billion
.
In addition, according to Tigermed's announcement, from January to February 2022, the company's newly signed orders increased by more than 65% year-on-year, and its operating income increased by more than 100% year-on-year
.
The industry believes that the high growth of Tigermed's newly signed orders may be a result of the company's continued performance as a clinical CRO enterprise, and the company's ability to continue to gain customer recognition
.
Let's take a look at Proton.
The industry said that the CDMO business capability of Proton's raw materials has been fully verified, and its performance has been brilliant in recent years
.
In 2021, under the background of the stable growth of the global pharmaceutical R&D pipeline and the increasing trend of pharmaceutical R&D and production outsourcing, Proton will continue to expand and enrich its product pipeline, and continue to improve its technical capabilities, product delivery capabilities and ability to obtain orders; the company's production capacity utilization The profitability and operational efficiency of the company have been further improved, the product structure has been further optimized, and the company's profitability has been continuously improved
.
According to the data, in 2021, Proton shares realized a year-on-year increase of 49.
87% in operating income to 3.
105 billion yuan; realized a year-on-year increase of 61.
49% in net profit attributable to shareholders of listed companies to 524 million yuan; realized non-recurring deductions attributable to shareholders of listed companies The net profit of sexual gains and losses increased by 74.
42% year-on-year to 503 million yuan
.
It is reported that the production capacity of Proton's API CDMO business is steadily advancing.
At present, the company has 3 small molecule API CDMO production bases in China, with a total production capacity of about 2,000 cubic meters, and two production bases are being expanded
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
