Main business income declined, Staidson is expected to report a loss of up to 0.15 billion in 2024 | Interpretations
① Staidson expects revenue in 2024 to decrease by 19.78%-1.95% year-on-year, with a net loss attributable to shareholders of 0.148 billion yuan-0.121 billion yuan, which is a narrowing compared to 2023. ② To integrate resources and reduce costs and increase efficiency, Staidson will deregister three loss-making subsidiaries in 2024.
The sales growth of the Paigebin product drives performance increase, with Xiamen Amoytop Biotech achieving a new high in net profit in Q4.
① With the continuous upgrade of hepatitis B chronic prevention and treatment guidelines and the ongoing accumulation of clinical cure scientific evidence, cognitive awareness will be promoted, and the number of patients accepting treatment will show an upward trend; ② Interferon has common side effects such as flu-like symptoms, and relatively, patients have a greater workload in treatment and management, which may affect the treatment choices between doctors and patients.
The growth of the diagnosis Sector does not hide the performance decline of Beijing Wantai Biological Pharmacy Enterprise; the Net income in 2024 may hit a new low since its listing. | Interpretations
① Beijing Wantai Biological Pharmacy Enterprise issued a performance reduction announcement, expecting that the net income attributable to the parent company in 2024 will decrease by more than 90% year-on-year; ② The main reason is the significant decline in income and profits from the vaccine Sector, leading to a net loss; ③ In Q4, the company incurred losses again, but the loss amount narrowed compared to the same period in 2023.
High R&D investment and a decline in the terminal hospitalization price of products have resulted in Beijing Hotgen Biotech Co., Ltd turning from profit to loss in 2024, with Q4 net profit decreasing almost fivefold year-on-year.
① Regarding the main reasons for the decline in performance, Beijing Hotgen Biotech Co.,Ltd attributes it to high R&D investment, intensified competition in the Industry, and increased R&D investment from joint ventures. ② As medical centralized procurement continues to advance, competition within the Industry intensifies, leading to further declines in the terminal hospitalization prices of products, and Beijing Hotgen Biotech Co.,Ltd's single machine revenue and output rate have shown varying degrees of decline.
An alternative "going abroad" for centralized procurement of pharmaceuticals and medical devices? The China-ASEAN regional centralized procurement platform for pharmaceuticals has been launched, and the industry anticipates the birth of the first Order.
① Today, the China-ASEAN pharmaceutical regional procurement platform officially launched, with representatives from Shenzhen Mindray Bio-Medical Electronics, United Imaging Healthcare, SIMCERE PHARMA, and other companies present; ② Although the specific implementation plan is yet to be clarified, the industry believes it is undoubtedly Bullish for domestic pharmaceutical companies; ③ The Southeast Asian pharmaceutical market is growing rapidly, but it relies heavily on imported drugs and medical devices.
Qingdao Haier Biomedical Co., Ltd.'s merger plan for "Blood King" has failed.
A specific plan recognized by all relevant parties could not be formed.