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.
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.
Paramevir's market share is being eroded by multiple parties, and price reductions are difficult to save the performance of hunan nucien pharmaceutical co., ltd. | Earnings conference
① In order to cope with market competition, hunan nucien pharmaceutical co., ltd. has reduced the price of its core product, peramivir; however, this move has not reversed the significant decline in the company's revenue and net income. ② hunan nucien pharmaceutical co., ltd. revealed that it has established a large customer department specifically for the development of the out-of-hospital market for products such as oseltamivir dry suspension.