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.
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.
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.
Clinical results did not meet expectations. Tasly Pharmaceutical Group suspends the eight-year development "marathon" of the new anti-cancer drug | Summary of the announcement.
① Tasly Pharmaceutical Group announced the suspension of the research and development of its anmeimu monoclonal antibody. Since its approval in 2016, the drug has reached the IIb phase of clinical research; ② According to the clinical research results, the efficacy of anmeimu monoclonal antibody did not meet expectations, and other EGFR monoclonal antibody biosimilar drugs face fierce competition; ③ This project also involves Sino Biopharmaceutical's equity participation, with Tasly Pharmaceutical Group and Sino Biopharmaceutical respectively recognizing an impairment loss of 0.162 billion yuan and 14.1448 million yuan in assets.