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%.
The positive rate of influenza viruses nationwide continues to rise, and the sales of Against Influenza drugs continue to grow.
① According to the latest data from the China Center for Disease Control and Prevention, the positivity rate of influenza viruses continues to rise, with over 99% being type A influenza. ② As the number of influenza infections increases, the sales of antiviral drugs against influenza have also been growing recently. Currently, the antiviral flu medications available domestically mainly include Oseltamivir, Abidol, Mabalaosavir, Zanamivir, and Peramivir.
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.
After investing 1.5 billion over three years to build a Global research and development headquarters, can Zhejiang Orient Gene Biotech win this "turnaround battle"?
① Zhejiang Orient Gene Biotech spent 0.29 billion yuan to acquire land in Zhangjiang, planning to build a global digital research and development innovation headquarters project with a total investment of 1.5 billion yuan, expected to achieve annual sales revenue of 1.5 billion yuan upon reaching production capacity. ② After the demand for nucleic acid testing declined, Zhejiang Orient Gene Biotech encountered a performance "slump", remaining in a net loss of over 260 million yuan until the first three quarters of 2024.
When will Hunan Nucien Pharmaceutical Co., Ltd. emerge from the shadow of losses after the termination and delay of core Innovative Drugs projects?
① Due to the high difficulty and slow progress of research and development, Hunan Nucien Pharmaceutical Co., Ltd. has terminated the development of the paramivir powder inhalation project. Additionally, due to stricter approval processes, the paramivir inhalation solution project will be postponed for two years. ② In the face of competition for paramivir injection, the adjustment of new drug projects will bring new uncertainties to the development of Hunan Nucien Pharmaceutical Co., Ltd.
Jinyu bio-technology: The industry is in the lowest point in history. New products next year will contribute to revenue growth | Direct coverage of the earnings conference.
① At the performance briefing, the chairman of jinyu bio-technology, Zhang Chongyu, admitted that the industry is currently at its lowest point in history; ② The company stated that competition in the pig vaccine market is fierce, and it will maintain its existing market share. Several new vaccines will be launched in the next two years, and it is expected that the new products will contribute a certain revenue increment next year.