The growth of the diagnosis Sector does not hide the performance decline of Beijing Wantai Biological Pharmacy Enterprise; the Net income in 2024 may hit a new low since its listing. | Interpretations
① Beijing Wantai Biological Pharmacy Enterprise issued a performance reduction announcement, expecting that the net income attributable to the parent company in 2024 will decrease by more than 90% year-on-year; ② The main reason is the significant decline in income and profits from the vaccine Sector, leading to a net loss; ③ In Q4, the company incurred losses again, but the loss amount narrowed compared to the same period in 2023.
This week, an additional 29 companies have announced! TIGERMED and several other stocks disclosed repurchase and shareholding refinancing plans, with a list of related A-shares overview.
① The number of A-share listed companies receiving special loan support continues to expand. According to incomplete Statistics, as of the time of writing, 29 listed companies have disclosed information related to share repurchase and increased shareholding for re-loan this week (see attached table); ② TIGERMED received the highest amount of special loan support, totaling no more than 0.7 billion yuan.
The seasonal influenza A has entered the epidemic period, and the sales of related Chinese Patent Medicine products have significantly increased.
① Recently, the positive rate of influenza virus has significantly increased, with over 99% being type A influenza. Market data shows a clear increase in the demand for various Traditional Chinese Medicine cold medicine products. ② Today, stock prices of several listed companies in the Traditional Chinese Medicine Industry, such as Shanxi Zhendong Pharmaceutical, Hainan Huluwa Pharmaceutical Group, and Zhongsheng Pharmaceutical, have reached the daily limit, with the Traditional Chinese Medicine Sector overall rising, and the Traditional Chinese Medicine 50 ETF increasing by 3.21%.
It is expected to fill the gap in the Global neonatal HIE treatment field, as Wanbangde Pharmaceutical Holding Group's subsidiary WP103 clinical trial application has been accepted by the FDA.
① Currently, no Pharmaceutical product containing Huperzine A has been approved for the market in the USA, and there are no approved drugs globally for the treatment of neonatal HIE. ② Multiple preclinical studies have shown that Huperzine A has significant potential for treating neonatal HIE, with the hope of addressing the pathophysiological challenges of hypoxia-ischemia through a comprehensive mechanism of action.
A total scale of 30 billion! The first national-level mother fund in the foreign trade and economic field is being raised, introducing listed company LP Jinbo Bio and Joinn Laboratories.
① The Innovation and Development Guidance Fund for Service Trade is a national-level fund initiated by the Ministry of Finance, the Ministry of Commerce, and China Merchants Group, approved by the State Council, with a total scale of 30 billion yuan. ② An IR practitioner stated to the Star Daily that the second phase of the service trade fund inviting listed companies to become LPs may be a more market-oriented signal.
In the midst of competition, can CanSino Biologics Inc. provide a satisfactory answer to the market?|Focus
① In the next three years, CANSINOBIO will primarily focus on the vaccine market for infants aged 0-6; ② Furthermore, CANSINOBIO will continue to deepen its expansion into overseas markets. Currently, the company has established stable and long-term Global Strategy partnerships with partners in target markets such as Southeast Asia and the Middle East, while also expanding the Global vaccine supply system through cooperation with international organizations and multiple governments.