The State Council meeting deployed to deepen the regulatory reform of Pharmaceutical and medical instruments, and Institutions indicated that there are significant structural opportunities in the Pharmaceutical Industry.
According to media reports, the recent State Council executive meeting deployed measures to deepen the regulation reform of pharmaceuticals and medical instruments, promoting the high-quality development of the pharmaceutical industry. Orient stated that looking back at 2024, the high base from the past has been digested, and the intra-hospital rigid demand is being released normally. Meanwhile, the Industry Chain of Innovative Drugs and the export of instruments continue to yield results, and the overall growth logic is clearly visible.
Subsidiary's slow R&D progress questioned, zhejiang huahai pharmaceutical responds: 'More than 10 products have entered the clinical research stage' | Direct hit on earnings conference
①At the earnings conference, zhejiang huahai pharmaceutical's research and development pipeline progress was questioned by investors. In response, the company's secretary to the board, Zhu Yonghua, provided an overview of the pipeline under development. ②On the zhejiang huahai pharmaceutical side, due to various factors such as the growth of key original research customers, revenue from active pharmaceutical ingredients and formulations business has increased in the first three quarters of this year.
Repurchase amount does not meet the standard, jilin yatai group is ordered to make corrections | Speed reading announcement
①Upon the expiration of the repurchase period, jilin yatai repurchased amount is below the lower limit of the total repurchase amount, jilin Securities Regulatory Bureau requested correction. ②Jilin Securities Regulatory Bureau decided to take regulatory measures to order the company to make corrections, and record it in the integrity files of the securities and futures market.
Investors are paying attention to the progress of FT606. Shandong Lukang Pharmaceutical did not directly respond to the production time | Live coverage of the earnings conference
① The company's new synthetic biotechnology material product FT606 has attracted much attention. ② The pharmaceutical industry was in the traditional off-season in the third quarter, leading to a decline in the company's Q3 performance. ③ In the earnings conference, a questioner claiming to be an investor expressed dissatisfaction with the lack of interaction.
Jiangsu Sihuan Bioengineering's actual controller has been given a "red card" for lifetime market ban again, and Lu Keping and his son are expected to be fined nearly 30 million yuan. Read the announcement quickly.
①Due to the ST Weichuang suspected of illegal disclosure of information, jiangsu sihuan bioengineering's ultimate controller Lu Keping and the company's director Lu Yu father and son received a "sky-high" fine. ②In this case, Lu Keping has issues such as keeping the identity of the ultimate controller "secret" and has once again been subjected to a lifetime ban from the securities market. ③According to the pre-notification of administrative penalties, Lu Keping and his son were fined a total of nearly 30 million yuan.
Zhejiang Hisun Pharmaceutical: Give up the pharmaceutical distribution raw material business, leading to a decline in H1 revenue. Sales of Olsalazine increased significantly compared to the same period last year.
①At the earnings conference, the CFO of Zhejiang Hisun Pharmaceutical explained that the decline in H1 revenue was due to the company's abandonment of low-margin pharmaceutical distribution raw material business and other factors. ②President Xiao Weihong addressed questions about the growth in endocrine drug revenue and the future business model of the animal health sector.