Vitamins
- 1132.645
- -15.013-1.31%
How drastic is the reduction in production by Vitamin manufacturers to support prices? In 2024, Zhejiang Garden Biopharmaceutical will reduce D3 production by more than 30% | Interpretations.
① Driven by the price increase of Vitamins D3, Zhejiang Garden Biopharmaceutical's performance in 2024 is expected to rise; ② The company admits that the production of D3 has significantly decreased, confirming that there is indeed a phenomenon of reduced production maintaining price levels for Vitamins; ③ Pharmaceuticals continue to show sluggish performance, and the company is proactively reducing production, but inventory still significantly rises; ④ The company’s short-term performance still depends on Vitamins, but the Vitamins market has been lackluster this year.
There are currently no expansion plans for the Active Pharmaceutical Ingredient Business. CSPC Innovation Pharmaceutical is expected to receive the first installment of the BD payment in the first half of this year | Focus on the Earnings Conference.
① In the future, CSPC Innovation Pharmaceutical will continue to explore SYS6010 (EGFR ADC) for indications such as gastrointestinal cancer. ② CSPC Innovation Pharmaceutical has reviewed the progress of its GLP-1 products, stating that some MNCs have already expressed interest in the company's related varieties. ③ The Active Pharmaceutical Ingredient business is currently focused on cost reduction through process technology upgrades, with no plans for expansion at this time.
"Burned" over 0.8 billion yuan in R&D expenses, CSPC Innovation Pharmaceutical experiences a decline in revenue and net profit | Interpretations
① The functional foods and ingredients business segment experienced a decrease in main business revenue while research and development expenses significantly increased, resulting in declines in revenue and Net income for CSPC Innovation Pharmaceutical in 2024. ② In 2024, the company achieved certain results in the field of Innovative Drugs.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
Another "miracle drug for myopia" application has been accepted, will Shenyang Xingqi Pharmaceutical's "star product" be impacted? | Quick announcement review
①The application for marketing authorization of HR19034 eye drops under Jiangsu Hengrui Pharmaceuticals has been accepted by the National Medical Products Administration, challenging the exclusive position of Shenyang Xingqi Pharmaceutical. ② The atropine sulfate eye drops suitable for myopia in adolescents under several pharmaceutical companies have all entered phase 3 clinical trials.
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%.
Demand for vitamins has rebounded year-on-year. Tianxin Pharmaceutical states that changes in supply and demand have caused the price of folic acid to rise | Highlights from the earnings conference.
① The general manager of Tianxin Pharmaceutical, Yu Xiaobing, stated that there are signs of recovery in the vitamin market demand year-on-year in the second half of this year, and the changes in market supply and demand have led to an increase in the price of folic acid; ② The secretary of the board of directors of Tianxin Pharmaceutical, Dong Yi, answered questions regarding the fundraising projects.
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.
Tianxin Pharmaceutical's chairman has been placed under coercive measures and resigned as the company's legal representative in June | Quick read announcement
①Tonight, Tianxin Pharmaceutical announced that its actual controller and chairman, Xu Jiangnan, has been detained for investigation; ②In June this year, Xu Jiangnan resigned as the legal representative of the company; ③Since the middle of last year, dozens of pharmaceutical company chairmen and executives have been detained or investigated, and some have been released from detention.
From cspc innovation pharmaceutical to Stone Medicine Innovation, what has changed is not just the R&D expenses.
From active pharmaceutical ingredients to innovative drugs, from focusing on current profits to focusing on product pipeline and cash flow.
CSPC Innovation Pharmaceutical's quarterly net profit hits a new low, while G Stone Biosciences burned over four billion yuan in research and development expenses in the first three quarters. Interpretations of the financial report.
①Affected by the lower price of caffeine and the increase in investment in Giant Stone Bioscience, cspc innovation pharmaceutical handed in a third-quarter report with declining performance. ②Q3 of this year also became the worst quarter in terms of the company's profitability up to now. ③After planning for more than 9 months, the acquisition of Stone Pharmaceutical by cspc innovation pharmaceutical finally made new progress last week.
Vitamin price increase dividend realized! zhejiang nhu Q3 net profit increased by nearly 190% year-on-year|interpretations
1. Zhejiang NHU and Zhejiang Garden Biopharmaceutical have seen a sharp increase in profits in Q3; 2. The rise in prices of vitamins has boosted manufacturers' performance; 3. Vitamin prices have declined from their peak, but still remain relatively high; 4. The price hike benefits will continue into Q4, but profit growth may slow down.
Slow progress in mergers and acquisitions raises doubts, cspc innovation pharmaceutical's earnings conference only addressed a few questions | Live coverage of the earnings conference
At the semi-annual earnings conference, CSPC Innovation Pharmaceutical only addressed a few issues. Due to the slow progress of the company's acquisition of CSPC Pharma's Baike Biotech, it has caused dissatisfaction among many investors. The company's secretary and CFO, Dai Long, stated that Enoxurumab injection, which was approved for listing in June, has been launched for sale.
Tsubota Lab has signed an exclusive implementation license agreement with shenyang xingqi pharmaceutical.
On the 5th, Tobita Lab <4890> announced that they have signed a patent license agreement with China's ophthalmology drug manufacturer Shenyang Xingqi Pharmaceutical (hereinafter referred to as Xingqi) to grant exclusive rights to certain patents in specific regions.
Weak expansion of sales channels? Leading synthetic biology company Huaheng Biological's net profit fell more than 20% in the first half of the year.
Due to increased competition and rising costs, Huaheng Biotech's net income for the first half of the year fell by 21.72%. It is stated that the sales channels for the core product L-Xeonine need to be further expanded, and market share needs to be increased. The registered and effective issuance plan of Huaheng Biotech has been registered and effective, but it is stated that if the project cannot generate benefits as expected or the actual income is lower than expected, there may be a risk of reduced profitability.
How promising is the vitamins bull market? Zhejiang Nhu's Q2 net profit of 1.335 billion yuan reached a new high|Interpretation of financial report.
① Vitamins have significantly boosted manufacturers' performance in the bull market; ② Q2 net profit of Zhejiang Nhu reached a new high compared to the same period in history; ③ The company benefits from a high proportion of overseas business; ④ The Q3 increase has widened, further benefiting manufacturers.
Due to lower caffeine prices, CSPC Innovation Pharmaceutical's Q2 performance continued the downward trend from Q1. | Interpretations
Due to factors such as the decline in caffeine prices, CSPC Innovation Pharmaceutical's revenue and net income have both declined. Several pipelines in CSPC Innovation Pharmaceutical have made progress, and Enracuab monoclonal antibody has been conditionally approved for listing in June of this year. In order to enhance the industrialization capability of monoclonal antibody and ADCs, the company announced that CSPC Biotech will invest in the construction of two production line projects.
Robinhood CEO Says Exchange Is Ready For Roaring Kitty Livestream Surge: 'We Are Prepared' For GameStop Frenzy
The suspected pollution of Erkang Pharmaceuticals' Cambodian factory was evicted due to a local request and an announcement will be made later
Serious pollution
Cai Xukun's “Collapsed House” A Shares Perspective: Yanjing Beer and Tomson Beijian's Endorsements Are Still Top
Traffic entertainers are sometimes a double-edged sword for brands. On June 26, a user with the Weibo account “Ms. C is not too brave” claimed that the traffic artist Cai Xukun had a relationship with a woman, causing her to have an abortion after becoming pregnant, etc., and pointed out that Cai Xukun's mother installed a camera at the woman's doorstep. Cai Xukun has been slow to respond to this. Until the evening of July 2, after CCTV and other platforms removed their videos, Cai Xukun finally responded on the morning of July 3. “There have been a lot of topics about me on the internet recently, so I'm sorry this has taken up everyone's time and attention. I was single two years ago and had a relationship with Ms. C