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Aurisco Pharmaceutical (605116.SH): Currently, the company has no pharmaceutical products participating in the national centralized procurement.
On December 20, Gelonghui reported that Aurisco Pharmaceutical (605116.SH) stated on the investor interaction platform that the company currently has no pharmaceutical products participating in the national centralized procurement.
The Recent Pullback Must Have Dismayed Aurisco Pharmaceutical Co.,Ltd. (SHSE:605116) Insiders Who Own 75% of the Company
Aurisco Pharmaceutical (605116.SH): Currently, there is no collaboration with Novo-Nordisk A/S.
On November 28, Glonghui reported that aurisco pharmaceutical (605116.SH) stated on the investor interaction platform that the company is actively developing the market for the active pharmaceutical ingredient semaglutide, and currently has no collaboration with novo-nordisk a/s.
gf sec: The upstream prices of penicillin and cephalosporins are fluctuating at a high level, while the active pharmaceutical ingredient is finding a bottom and stabilizing.
According to the data from the National Bureau of Statistics, in September 2024, the month-on-month PPI value of chemical drug active pharmaceutical ingredient manufacturing was 97.10, an increase of 2.0 compared to the previous month, and an increase of 1.63 from the average of 95.47 in the first half of 2024. Since the year 2023, when the month-on-month PPI of active pharmaceutical ingredient manufacturing fell below 100 for the whole year, the recent PPI value has been in an increasing state, indicating that the overall price of active pharmaceutical ingredients is in a phase of slight bottoming and recovery.
Market Still Lacking Some Conviction On Aurisco Pharmaceutical Co.,Ltd. (SHSE:605116)
Pacific Securities: Q3 revenue and profit growth of the active pharmaceutical ingredient sector have accelerated significantly, bullish on the high growth trend in Q4 performance.
In Q1 2024, the gross margin of the sector was 36.38%, with a net margin of 12.78%. In Q2, the gross margin was 37.21%, with a net margin of 15.52%. In Q3, the gross margin was 38.27%, +1.88pct year-on-year, +1.06pct quarter-on-quarter, with a net margin of 14.07%, +3.98pct year-on-year, -1.45pct quarter-on-quarter, both gross margin and net margin reaching a new high compared to the same period in the past three years.
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