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How is the quality and supply of Pharmaceuticals guaranteed? The National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals.
On December 26, 2024, the National Healthcare Security Administration held a symposium on centralized procurement of Pharmaceuticals, inviting representatives from the National Medical Products Administration, selected Pharmaceutical enterprises, and research Institutions to communicate and exchange views on recent societal concerns regarding quality assurance of centrally procured Pharmaceuticals and innovative development in the Industry, and to listen to opinions and suggestions.
Tibet Aim Pharm. Inc. (002826.SZ): Cooperation with SH PHARMA's subsidiary on the third-party product cucumber skin injection solution has been terminated.
On December 24, Glonghui reported that Tibet Aim Pharm. Inc. (002826.SZ) announced that the third-party cooperative product, Trichosanthes Fruit Skin Injection (Xintong), is a variety operated in cooperation with a subsidiary of SH PHARMA. Currently, after full consultation with SH PHARMA, the company has decided to terminate the cooperation, and the agreement will not be renewed after December 2024. According to preliminary calculations by the finance department, the revenue generated by this product in 2024 is expected to be 85 million yuan, accounting for more than 10% of the company's most recent audited revenue. According to the regulations of the "Shenzhen Stock Exchange Listing Rules" and relevant laws and regulations, this matter meets the...
Morgan Stanley: Maintains "Shareholding" rating for SH PHARMA with Target Price lowered to 17 Hong Kong dollars.
Morgan Stanley released a research report stating that after SH PHARMA (02607) announced its third quarter performance, due to weak sales, it has lowered its earnings forecast for 2024 to 2030 by 3% to 9%, and the Target Price has been reduced from HK$18.4 to HK$17, with a shareholding rating. Morgan Stanley indicated that SH PHARMA's integrated platform can provide synergy and efficiency, and there is also an increasing demand for distributing high-value patented drugs and vaccines. Additionally, the support from the Shanghai municipal government ensures the group’s leading position in the market.
The current cycle of Traditional Chinese Medicine materials is entering a downturn phase, and pharmaceutical companies may face a cost "turning point."
In the second half of 2024, the prices of Traditional Chinese Medicine materials are expected to decline overall; the semi-annual and third quarter reports of this year show that the gross margin of some Chinese Patent Medicine listed companies has significantly decreased, indicating a notable impact of the fluctuation in Traditional Chinese Medicine material prices on costs. However, with the retreat in Traditional Chinese Medicine material prices, production costs for companies will also decrease.
Here's What To Make Of Shanghai Pharmaceuticals Holding's (SHSE:601607) Decelerating Rates Of Return
Sinolink: The end of year centralized purchasing expectations are gradually being cleared, and the pharmaceutical sector行情 is expected to gradually start.
The pharmaceutical Sector is currently in a process of a triple reversal in performance, policies, and funding, with full confidence in the recovery of revenue profit growth and market resurgence of listed companies in the Sector by 2025.
Return Trends At Shanghai Pharmaceuticals Holding (SHSE:601607) Aren't Appealing
