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Antu Biotech: Mining and landing in Anhui will have a positive impact, and the proportion of reagent products will increase | Direct performance
① Mr. Feng Chao, financial director of Antu Biotech, said bluntly during the performance meeting that the share of reagent products will increase in the future; ② Chairman Miao Yongjun predicted the growth rate of the molecular, microbiological and other sectors. Among them, there is little new market space in the biochemical sector; ③ Secretary Fang Ruikuan believes that a national collection meeting is likely, and that the mining and landing in Anhui will have a positive impact on the company.
Many questions remain unanswered! What is the solution to the problem of subsidiaries being fined frequently under rapid expansion of Kyushu Express regulation? |Go directly to the results meeting
① At the results meeting, Liu Changyun, chairman of Kyushu Express, said that the company will strive to achieve the total number of directly-managed and franchised stores surpassing 25,000 in 2024; ② against the backdrop of rapid growth in the number of stores, the company's revenue growth rate fell to single digits, and even showed a downward trend in performance in the first quarter of this year; ③ the company's subsidiaries have been repeatedly penalized due to issues such as selling poor drugs. How to effectively supervise subsidiaries is a problem that the company needs to solve urgently.
Creating a new model for going overseas? Hengrui packaged the GLP-1 product portfolio and reached a major BD deal with a US company
① Tonight, Hengrui Pharmaceutical announced that it reached a BD deal with a special company set up by several capital institutions in the US in May; ② The deal not only involved huge down payments and subsequent milestone payments and sales shares, but also included nearly 20% of the US company's shares; ③ The industry believes that Hengrui Pharmaceutical is joining forces with capital to create a new model for innovative drugs to go overseas, which can achieve a win-win situation for all parties, which is very novel.
The actual controller of “Ya Mao” received another warning letter and the financial grant was overdue twice
① Lu Jianming, the actual controller of Ophthalmology Investment and the actual controller of Tongce Medical's participating company, received a warning letter from the Zhejiang Securities Regulatory Bureau; ② Ophthalmology Investment failed to promptly return 112 million yuan of financial aid provided by Tongce Medical from 2019 to August 2020; ③ Ophthalmology Investment and Lu Jianming's actions were recorded in the securities and futures market integrity file.
The 40-1 ratio is huge! The new version of the US House of Representatives “Biosafety Act” was passed in a hearing. The industry suggests paying attention to the subsequent run-in between the two house versions of the bill
① At the US House of Representatives hearing, the new version of the “Biosafety Act” was passed with a 40-1 vote; ② Compared with the previous version, the new bill made adjustments in the exemption period for existing contracts/products; at the same time, the companies involved clearly added pharmacological agents; ③ industry experts believe that rapid decoupling is not in the interests of the US industry; next, we need to focus on the run-in between the two houses of law.
Passed! Pharmacovigilance waited for an 8-year buffer period, and the company quickly responded
The new version of the US Biosafety Act (H.R. 8333) (hereinafter referred to as the “Act”) has ushered in the latest developments.