000075 SSE Health Care Sector Equal Weight Index
- 6816.84
- +71.08+1.05%
R&D expenses continue to rise, autobio diagnostics once again embroiled in a whirlpool of disputes | interpretations
①In the first three quarters of this year, the revenue and net income attributable to shareholders of Autobio Diagnostics have both increased to a certain extent; ②The company has further increased its investment in research and development, with multiple products obtaining medical instruments registration certificates.
Sales of the herpes zoster vaccine declined, dragging down Bacillus's third-quarter revenue by over 40%.
① Due to the reduction in sales of attenuated live herpes zoster vaccine, Baike Biotechnology achieved a year-on-year decrease in revenue of 40.37% in the third quarter, with a year-on-year decrease in net income attributable to the parent company of 51.41%; ② Currently, in addition to GSK's herpes zoster vaccine competing with Baike Biotechnology in the domestic market, there are over 10 companies developing similar products, Baike Biotechnology faces multiple potential competitors.
IVD sector growth cannot hide the decline in performance. Q0.03 million Tai Biological net profit plummeted more than 90%. | Interpretations
①Affected by market adjustments, government centralized procurement, etc., beijing wantai biological pharmacy enterprise's biological vaccine sector continues to drag down the company's performance. ② The company's diagnostic sector business has grown, and the chemiluminescence product line maintained rapid double-digit growth compared to the same period last year. ③ With factors such as increased investment in industrialization of the nine-valent HPV vaccine, beijing wantai biological pharmacy enterprise's revenue and net profit attributable to the parent company decreased significantly in the first three quarters.
The hottest summer Artemisia annua is not selling well chongqing taiji industry Q3 performance decreased by 70% | interpretations
In 2024, the national average temperature is the highest for the same period in history since 1961, but the sales volume of Chongqing Taiji Industry Huoxiang Zhengqi Oral Liquid decreased significantly in the third quarter, with a sharp drop in sales of the main product, leading to a year-on-year decline of over 70% in Chongqing Taiji Industry's profit in the third quarter.
The performance decline continues, tonghua dongbao pharmaceutical's Q3 sales expenses exceed 0.3 billion yuan|interpretations
Due to factors such as a significant decrease in revenue and the termination of research and development pipelines, tonghua dongbao pharmaceutical handed in a loss-making third-quarter report. From the perspective of Q3 performance, the company's revenue shows a certain recovery trend, but the escalating sales expenses quarter by quarter have resulted in a situation of "increased revenue without increased profits".
Jiangsu Hengrui Pharmaceuticals' Q3 revenue was 6.59 billion yuan, with a net income of 1.19 billion yuan, a slight year-on-year increase of 1.9%. | Financial Report Watch
In the third quarter, jiangsu hengrui pharmaceuticals' eps was 0.19 RMB, a year-on-year increase of 5.56%. In the first three quarters, jiangsu hengrui pharmaceuticals' profit increased by 32.98% year-on-year, with eps increasing by 32.73% year-on-year. The main reason is that the company recognized the upfront payment received from Merck Healthcare of 0.16 billion euros as revenue, which significantly increased the profit.
"Pharmaceuticals king" for financing or listing in Hong Kong? Jiangsu Hengrui Pharmaceuticals has no comment on the rumors.
①There were reports last night that jiangsu hengrui pharmaceuticals is considering a secondary listing in Hong Kong next year, with an expected fundraising amount of 2 billion US dollars. In response, jiangsu hengrui pharmaceuticals stated that they have no comments; ② Industry insiders believe that a secondary listing in Hong Kong can not only raise funds but also enhance the company's international influence.
Overseas income increased, the effects of a new round of follow-up procurement strategies are showing. Net income of gan & lee pharmaceuticals in the first three quarters nearly doubled. | Interpretations of financial reports
1. In the first three quarters of this year, gan & lee pharmaceuticals' domestic and international revenues both increased year-on-year. 2. The company won the insulin special procurement bid, and the revenue growth effect brought by the rise in bid product prices began to show in Q3. 3. The company is attempting to sell insulin products overseas, and the increase in milestone revenue is also one of the factors contributing to the company's performance growth.
Controlling shareholder's high pledge rate is questioned, Tonghua Dongbao: revenue will recover quarterly in the second half of the year | Directly hit the earnings conference
① The high pledge rate of shares held by Tonghua Dongbao's controlling shareholder was questioned. Li Jiahong, chairman of the company, said that it was due to the long investment project cycle of Dongbao Group; ② In terms of performance, Li Jiahong expects the company's revenue to recover quarterly in the second half of the year; ③ the company also explained the sales situation of new products.
What happened during the National Day holiday at home and abroad? Here is a summary of important financial news.
①Shanghai Stock Exchange: From October 8th, the acceptance time for designated trading order instructions will be extended; Goldman Sachs has raised the Chinese stock market to "overweight", expecting a further increase of 15-20%; ②Hong Kong stocks are booming with a high increase in the number of new brokerage accounts and margin trading data within the past week; Many places have introduced optimized policies for real estate, and the market has responded positively.
Another wave! The revised version of the "Biosecurity Act" introduced to the legislative agenda in the US Senate, but the suspense of "breaking through" still lingers.
①On the 23rd local time in the United States, the U.S. Senate will include Amendment S.3558 in the Senate legislative agenda by general order, confirming the new name of the bill, and there is unusual movement in the BrightGene system; ②Amendment S.3558 does not include the "grandfather clause" of the House version of the Biosecurity Act regarding exemptions, nor does it make any changes to the entities involved.
Humanwell healthcare's "autumn of many events": Controlling shareholder is being applied for reorganization, previously penalized by regulators | Speed Reading Notice
1. Tonight, humanwell healthcare announced that its controlling shareholder Contemporary Technology has applied for restructuring, which has been accepted, there is a possibility of a change in control of humanwell healthcare; 2. Humanwell healthcare, its controlling shareholder Contemporary Technology, and the actual controller have been repeatedly monitored and sanctioned by regulatory authorities; 3. Earlier this year, executives of humanwell healthcare have successively reduced their shareholding, and the 2024H1 performance continues the trend of 'increased revenue but not increased profit' from 2023.
"Miracle drug" for reducing fever – An Gong Niu Huang Wan and Zhangzhou Pientzehuang Pharmaceutical are being recalled in many places, causing a decline in market prices | Industry News
①The price of Angong Niuhuang Pills and Zinc Ingot of Zhangzhou Pientzehuang Pharmaceuticals has dropped, with a decrease of more than 100 yuan per pill/ingot. ②With the production and marketization of cultivated musk in the body, as well as the pilot project of lifting the ban on the import of natural musk in China, industry insiders expect that the tight supply and demand situation of musk raw materials will be alleviated.
Significant layoffs? Remegen responds: It is a normal business optimization. The recently adapted indication for Taitsip will be applied for listing.
①Regarding the online rumors of layoffs, the secretary of the board of directors of Remegen stated that the company has been sorting out its business since last year, and the optimization of positions and personnel is based on work needs, without a rigid proportion; ②The other party revealed that the severe myasthenia gravis indication of the targeted drug Taituxip is expected to apply for market approval soon. However, Taituxip is facing multiple competitions in the market.
Intends to acquire medical instruments dealer micro-tech for 0.29 billion, accelerating its overseas expansion.
①CME is a channel company for the sale of medical equipment products located in Europe, with sales advantages in products such as endoscopy. ②In recent years, to offset the domestic impact, micro-tech's overseas income has gradually increased, reaching 0.624 billion yuan in the first half of 2024, accounting for 46.78% of the overall income.
Listed companies have carried out intensive buybacks this week! Wuxi Apptec has launched its third round of 'cancellation-style' buyback plan this year, with a maximum repurchase amount of 0.1 billion yuan. Here is a list of A-share repurchase names.
①This week, the A-share listed companies continue to buy back stocks. According to incomplete statistics from Caixin, 11 listed companies plan to repurchase up to 0.1 billion yuan (see table); ②wuxi apptec, following the completion of the first two repurchase plans on February 5 and May 22, announced another 1 billion yuan repurchase plan on Tuesday evening. After the repurchase is completed, all repurchased shares will be cancelled and the registered capital will be reduced.
Top oncology conference is coming! Multiple popular anti-cancer drugs will debut, involving these A-share companies.
①The annual meeting of the European Society for Medical Oncology will be held in Barcelona, Spain in 2024; ②At the meeting, Beigene, Jiangsu Hengrui Pharmaceuticals and other listed companies will release the latest data on their oncology drugs; ③In addition, the conference will also discuss cutting-edge topics such as the impact of artificial intelligence on the diagnosis and treatment of tumors.
Another unreasonable suppression! The U.S. House of Representatives has passed the Biosecurity Act, and wuxi apptec and wuxi bio have quickly responded.
①The U.S. House of Representatives passed the draft of the Biosecurity Act (H.R.8333) with 306 votes in favor and 81 votes against. ②Wuxi Apptec, Wuxi Bio, and other companies strongly opposed it. ③This bill still needs to be voted on by the Senate and the versions passed by both houses need to be reconciled before it can be submitted to the U.S. President for signing into law.
A subsidiary has been "blacklisted" by Shenzhen for one year. Jointown Pharmaceutical Group claims to be "in the process of defending". The industry believes that the intensity of procurement supervision is continuously increasing.
Recently, Jointown Pharmaceutical Group's subsidiary, Jointown Medical Device, was fined and banned from participating in Shenzhen procurement for one year due to providing false information in a tender at a hospital in Shenzhen. Jointown Pharmaceutical Group responded to a reporter from Caijing.com.cn, stating that this incident is a pending matter, and they have organized appeal materials and are currently undergoing administrative reconsideration. This year, several listed companies have been fined for violations in the bidding and procurement process, leading industry insiders to suggest that companies should pay more attention to compliance with details during the bidding process.
Is the GLP-1 pipeline progressing slowly? Gan & Lee Pharmaceuticals: GZR18 has the potential for superior weight reduction efficacy compared to multi-target drugs | Live coverage of the earnings conference.
At the earnings conference, the management of Gan & Lee Pharmaceuticals emphasized that the price regression of the company's insulin products in the follow-up volume procurement has driven the performance. In the face of doubts about the progress of GLP-1 pipeline research and competitiveness, Dou Kai, the General Manager of Gan & Lee Pharmaceuticals, stated that GZR18 injection has a weight loss effect that exceeds exenatide and dulaglutide, and has the potential to be superior to multi-target GLP-1RA drugs in weight loss efficacy.