The wave of AI in Medical is sweeping: the potential of the macromolecule new drug market is highlighted and imaging products are "going overseas" into Emerging Markets | Focus
① Some executives from pharmaceutical companies have stated that "currently, the discovery of small molecule drugs is very challenging; finding potential molecules and structures is already quite difficult, while there is still significant potential in the discovery and design of large molecule new drugs." ② Currently, the application maturity of AI technology in the imaging field is relatively high, and relevant manufacturers have revealed that the market potential for AI imaging large models in Belt and Road Initiative Concept countries is quite extensive.
Tasly Pharmaceutical Group's net income has declined by 10%, and the progress of equity transfer may accelerate | Interpretations
① Tasly Pharmaceutical Group achieved a total operating revenue of 8.498 billion yuan in 2024, a decrease of 2.03% year-on-year; Net income attributable to the parent company was 0.956 billion yuan, a decrease of 10.78% year-on-year. ② The current Shareholders are actively advancing the transfer of shares and have begun to sort out and confirm the actual used Assets and subsidiary Assets of the company.
A new generic version of enteric-coated esomeprazole has been approved, breaking Livzon Pharmaceutical Group Inc.'s monopoly on this exclusive large product worth "1.3 billion+".
① CSPC PHARMA's Zhongnuo Pharmaceutical (Shijiazhuang) Co., Ltd.'s Aplrazole enteric-coated tablets have recently been approved, breaking Livzon Pharmaceutical Group Inc.'s monopoly in this drug field; ② Industry experts believe that a price war in the Aplrazole enteric-coated tablet market is only possible when the number of approved companies reaches four or more.
The first company in the Year of the Snake! *ST Dayao has had a Market Cap below 0.5 billion for 20 consecutive days, triggering a mandatory (Delisted) | Quick Read Announcement.
① Due to the total market value of Stocks closing below 0.5 billion yuan for 20 consecutive Trading days, *ST Pharmaceutical will become the first company to be (Delisted) in the Year of the Snake. ② The company expects that the total profit, Net income, and Net income after non-recurring items for 2024 will all be negative, and the revenue after deducting income unrelated to the core Business and income without commercial substance will be below 0.3 billion yuan.
Product quantity and price have both declined, coupled with impairments in goodwill and intangible Assets. Guangxi Wuzhou Zhongheng Group expects a loss of 0.2 billion to -0.4 billion yuan in 2024 | Interpretations.
① Guangxi Wuzhou Zhongheng Group released its annual performance forecast for 2024, expecting a net loss of 0.22 billion yuan to -0.43 billion yuan, with the non-recurring net income also expecting a loss of 0.2 billion yuan to -0.4 billion yuan. ② Despite the performance pressure, Guangxi Wuzhou Zhongheng Group simultaneously announced multiple measures to maintain the company's stock price, including stock cancellations, share repurchases, and voluntary locks by major shareholders.
The price of natural bezoar has risen under pressure, and Zhangzhou Pientzehuang Pharmaceutical's profit growth rate has returned to that of ten years ago.
The "Medicine Mace" Zhangzhou Pientzehuang Pharmaceutical (600436.SH) is entering a "slowdown" period. On January 24th, Zhangzhou Pientzehuang Pharmaceutical released the 2024 performance brief...