Zheshang: Innovative drugs and blood products sectors may benefit from slow demand recovery on the demand side.
Zheshang has released research reports stating that the transition of old and new dynamics in the pharmaceutical industry will continue in the future. Areas with innovative drugs, supply-side structural reform, or a good layout (innovative drugs supporting industry chain, large infusion solutions, potent anaesthetics, blood products, pharmaceutical circulation, traditional Chinese medicine OTC) could benefit from the slow recovery on the demand side, potentially showing better growth prospects.
Delayed hospital purchases, sluggish non-rigid medical demand, and other factors dragged down shenzhen mindray bio-medical electronics' Q3 net income by 9.31% | Financial report watch
Due to factors such as delayed hospital procurement, tight hospital construction funds, and sluggish non-rigid medical demand, in the third quarter, Shenzhen Mindray Bio-Medical Electronics' net income decreased by 9.31% year-on-year, while total revenue increased by 1.43% year-on-year. In the second interim profit distribution in 2024, Shenzhen Mindray Bio-Medical Electronics will distribute 16.50 yuan for every 10 shares.
Bocom Intl: Guangzhou launches first batch of innovative drugs and medical devices catalog, focusing on innovation and consumer properties as symbols.
Following the introduction of policies encouraging the innovation of pharmaceuticals, the latest innovative drug and medical device product catalog released by Guangzhou will further provide full-chain, all-field support to the high-quality development of the biomedical industry.
Investors further inquired about the progress of the GLP-1 new drug review. Hebei Changshan Biochemical Pharmaceutical responded that the registration inspection has been completed and the approval time cannot be estimated. Directly focus on the earnings
①At today's earnings conference, investors repeatedly inquired about the progress and approval time of the GLP-1 drug Aibonapeptide injection, with management stating that it is unpredictable; ②Management revealed that the on-site verification and registration inspection of Aibonapeptide have been completed, and clinical trials for weight loss indications have not yet been initiated; ③Regarding the decline in performance compared to multiple quarters, management stated that they will speed up going global to restore the profitability of the heparin business.
Long-serving senior executive of lepu medical technology resigns, can the second generation successor stop the decline in performance? | Express announcement
①Tonight, lepu medical technology announced that General Manager Zhang Zhibin and Deputy General Manager Zheng Guorui resigned, and the Chairman's daughter Pu Fei took over as General Manager, with a "sea turtle elite" background; ②Starting from 2023, lepu medical technology's performance has declined for several consecutive quarters, and the market cap has dropped by one quarter compared to its peak period.
Contec Medical Systems: Will increase layout efforts in Africa, and multiple in-vitro diagnostic products are expected to be registered within the year.|Focus on the earnings conference
① The decline in performance in the first half of the year is attributed to a reduction in orders due to downstream customers destocking and a high base from the previous year; ② Currently, bulk production of zirconia ceramic blocks for all-ceramic dentures has been achieved, and multiple ex vivo diagnostic products have entered the late stage of development, with registration expected to be completed within the year; ③ The company has made market breakthroughs in several countries in Africa and will continue to focus on the African market, increasing product distribution and marketing efforts.