Intense competition in CRO has reduced gross margin. Sunlight Nuohe is entering the animal health field to seek new growth points.

① Sunshine Nuohuo has experienced growth in revenue and net income in the first three quarters of this year compared to previous years, but intense competition in the industry has led to a decline in gross margin, and the chairman revealed that the company is increasing its investment in research and development. ② To seek new growth points, Sunshine Nuohuo is expanding its CRO business from the human pharmaceutical field to the animal health field by establishing subsidiaries, and has signed service orders with several medium and large animal pharmaceutical companies.

cls.cnDec 2 02:59 ET

The first gene therapy CDMO stock cannot break out of the loss "vortex"! HUYA Bio had a net loss of 0.19 billion in the first three quarters.

Hepalink is still deeply in the vortex of losses, with a net loss attributable to the mother of 0.19 billion yuan in the first three quarters of this year, a year-on-year decrease of 166.90%, compared to a net loss of 71.0996 million yuan in the same period last year. Hepalink revealed that customers are more price-sensitive due to lack of financing, and prices of different types of CDMO orders are at historically low levels.

cls.cnOct 23 19:48 ET

The amount of money raised for the investment project has been significantly reduced, indicating that YINUOSI is testing the 'temperature' of the CRO industry.

①Yinuo Si originally planned to raise 1.602 billion yuan, but only raised 0.672 billion yuan in reality, had to significantly reduce the investment amount of some raised projects, and also cancelled the supplementary flow project. ②Due to the impact of the slowdown in investment and financing, china meheco group's R&D expenditure growth rate has also begun to slow down, including Yinuo Si, many upstream CRO companies' performance has been affected.

cls.cnOct 16 03:53 ET

The downstream cooling effect impacted the performance. Namoo Bioscience plans to increase production capacity utilization and overseas become a 'key development focus' | Directly hitting the earnings conference.

①Affected by the unfavorable investment and financing situation of downstream industrial customers, Nanmo Biotechnology has been under continuous pressure on performance in recent years. Chairman Fei Jian disclosed that the overall utilization rate of domestic production capacity is close to 80%, and will further improve the capacity utilization rate in the future; ②In the first half of 2024, the proportion of overseas business income has increased to 14%. Fei Jian frankly stated that overseas expansion is a key focus, and in the second half of the year, will continue to optimize the overseas BD team development.

cls.cnOct 10 05:09 ET

Intensifying competition in the domestic CRO market is eroding profits, BiDe Pharmaceutical claims it will strengthen its overseas market | Direct hit earnings conference

①Due to factors such as the slowdown in investment and financing for innovative drugs, increased competition among CRO companies, BeiDe Medicine's domestic revenue continues to decline, dragging down overall performance and leading to a sharp decrease in net income; ②In contrast, overseas market revenue remains growth, BeiDe Medicine's director, Dai Lan, revealed that there will be corresponding increase in overseas market BD personnel to carry out promotional work in the future.

cls.cnOct 9 08:14 ET

The first third-quarter forecast of the star board: Peptide active pharmaceutical ingredients 'hot selling', Nuotai biology's net profit increase reaches up to 181%.

①Nuote Bio is the first to release the performance forecast for the third quarter of 2024, benefiting from the sales growth of peptide active pharmaceutical ingredients, with an expected net income attributable to shareholders of 0.1 billion yuan to 0.14 billion yuan, a year-on-year increase of 100.56% to 180.78%. ②Nuote Bio is expanding its peptide workshop to meet the hot demand for GLP-1, expecting to further increase peptide production capacity by 10 tons per year by the first half of 2025.

cls.cnOct 7 21:21 ET