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.
Not recognized by the capital markets? Guangxi Liuyao Group: The company's stock price does not match its value | Direct coverage of the earnings conference.
1. At the earnings conference, the chairman of guangxi liuyao group, Zhu Chaoyang, stated that the company's market cap, stock price, and company value are not aligned; 2. The company secretary Xu Yang stated that the company will improve the issue of high accounts receivable through measures such as strengthening the assessment of collection indicators for business personnel; 3. Xu Yang introduced the progress of the company's AI application business in response to investors' concerns.
Tasly Pharmaceutical Group: Some products are priced down, leading to a decrease in Q3 gross margin. All parties are actively promoting the trade with China Resources Sanjiu Medical & Pharmaceutical | Straight to the earnings conference
① Due to the overall low prosperity in the pharmaceutical commerce industry, the company's revenue in this sector declined in the third quarter of this year; although revenue in the pharmaceutical industry sector grew year-on-year, the price reduction of some products led to a decrease in gross margin, and the company expects that the gross margin may remain stable in the future. ② Regarding the equity trade matter of the company's major shareholder with china resources sanjiu medical & pharmaceutical, the company's general manager Cai Jinyong stated that the company and relevant parties are actively promoting the various aspects of this trade.
After consecutive years of losses, "abandoned"? Guangxi Wuzhou Zhongheng Group plans to transfer control of Chongqing Lummy Pharmaceutical | Quick Read Announcement.
①Guangxi Wuzhou Zhongheng Group plans to transfer the shares of Chongqing Lummy Pharmaceutical held directly by the company through public solicitation, which may lead to changes in the controlling shareholder and actual controller of the latter. ②The "story" of Guangxi Wuzhou Zhongheng Group's investment in Chongqing Lummy Pharmaceutical began in November 2019, and the following April it became the major shareholder of Chongqing Lummy Pharmaceutical, making Guangxi State-owned Assets Supervision and Administration Commission the actual controller of Chongqing Lummy Pharmaceutical. ③In recent years, Chongqing Lummy Pharmaceutical has been in a continuous state of losses.
Clinical results did not meet expectations. Tasly Pharmaceutical Group suspends the eight-year development "marathon" of the new anti-cancer drug | Summary of the announcement.
① Tasly Pharmaceutical Group announced the suspension of the research and development of its anmeimu monoclonal antibody. Since its approval in 2016, the drug has reached the IIb phase of clinical research; ② According to the clinical research results, the efficacy of anmeimu monoclonal antibody did not meet expectations, and other EGFR monoclonal antibody biosimilar drugs face fierce competition; ③ This project also involves Sino Biopharmaceutical's equity participation, with Tasly Pharmaceutical Group and Sino Biopharmaceutical respectively recognizing an impairment loss of 0.162 billion yuan and 14.1448 million yuan in assets.
The transfer did not reach a deal; it was intended to sell 5% equity of special treat Jiuzhi to yifeng pharmacy chain two years ago, but now it has "blown up" | Quick read of the announcement.
① The major shareholder of Jiuzhitang Co., Ltd., Li Zhenguo, has terminated the stock transfer agreement with yifeng pharmacy chain; ② A representative of yifeng pharmacy chain stated that their commercial cooperation with Jiuzhitang Co., Ltd. will continue, and the yifeng pharmacy chain's acquisition of Jiuzhitang pharmacy two years ago is unaffected; ③ Currently, yifeng pharmacy chain holds 4.99% of the shares in Jiuzhitang Co., Ltd., making it the third largest shareholder after heilongjiang state-owned assets and Li Zhenguo.