301015 Qingdao Baheal Medical INC.
WatchlistQingdao Baheal Medical INC. News
Baiyang Pharmaceutical (301015): BD can be expected to accelerate annual results
Event description The company released its report for the third quarter of 2023. The third quarter of 2023 achieved revenue of 1,861 million dollars, an increase of 4.03% over the previous year; realized net profit of 192 million yuan, an increase of 49.24% over the previous year; achieved deductions
Research Report Nuggets: Zhongtai Securities: Expanding Baiyang Pharmaceutical Categories Drives Continued Strengthening of Scale Effects, Maintaining “Buy” Ratings
Gelonghui, November 20 | According to the Zhongtai Securities Research Report, Baiyang Pharmaceutical (301015.SZ), as a leading domestic pharmaceutical brand commercialization platform, continues to strengthen the scale effect driven by category expansion, and is expected to maintain a rapid growth trend and maintain a “buy” rating. The company recently signed a strategic agreement with Radio. After a series of radiopharmaceuticals including 99MTC-3PRGD2, 99MTC-HP-ARK2, and 99MTC-POFap and imaging equipment products such as SPECT are approved for marketing, Baiyang Pharmaceutical will obtain exclusive commercialization rights. Also, the company relies on the mother's father
Baiyang Pharmaceutical (301015): Major Cooperation Implemented, BD Continues to Implement
Incident: On November 19, the company announced that it had signed separate commercial cooperation agreements with Redio and Medis Medical. Baiyang Pharmaceutical received Redio's innovative drug 99mTc-3prGD2, a class 1 innovative drug for cancer imaging diagnosis in nuclear medicine
Baiyang Pharmaceutical (301015.SZ): Controlling shareholders have transferred a total of 1.6 million “Baiyang Convertible Bonds”
Gelonghui November 14丨Baiyang Pharmaceutical (301015.SZ) announced that the company recently received a notice from the controlling shareholder Baiyang Pharmaceutical Group Co., Ltd. and learned that it transferred 1.6 million “Baiyang Convertible Bonds” held by it through bulk transactions between November 10, 2023 and November 14, 2023, accounting for 18.60% of the total amount of bonds issued.
The controlling shareholder of Baiyang Pharmaceutical (301015.SZ) reduced its holdings of convertible bonds by 1.6 million
Baiyang Pharmaceutical (301015.SZ) announced that Baiyang Pharmaceutical Group Co., Ltd., the controlling shareholder of the company, announced on 2023/1...
The A-share pharmaceutical commercial sector declined
Gelonghui November 13 | Baiyang Pharmaceutical and Yixintang fell more than 4%, while Kyushu Express, First Pharmaceutical, Dashenlin, and Shuyu Minmin followed suit.
Baiyang Pharmaceutical (301015.SZ): The fully magnetic levitation artificial heart currently in operation is still in the commercial promotion stage, and the impact on the company's performance is small
Gelonghui November 8 | Baiyang Pharmaceutical (301015.SZ) held an investor relations event on November 8, 2023, on “How is the performance of the artificial heart operated by the company?” The company replied that currently the fully magnetic levitation artificial heart operated by the company is still in the commercial promotion stage, and the impact on the company's performance is minimal. Please check the company's regular reports for details on the company's performance.
Baiyang Pharmaceutical (301015.SZ): Currently operating Isnona, Keonis, Hercules, and the restorative beauty of the Xi'an Giants
Gelonghui November 8 | Baiyang Pharmaceutical (301015.SZ) held an investor relations event on November 8, 2023, on “Has the company made any new progress in functional cosmetics?” The company replied that in terms of effective skincare products, the company currently operates Isnona, Keonis, Xynol, and the Xi'an giant's Restorative Beauty. In the future, the company will actively seek cooperation with high-quality, functional skincare companies.
Baiyang Pharmaceutical (301015.SZ): Controlling shareholders reduced their holdings of “Baiyang Convertible Bonds” by a total of 1 million copies
Gelonghui November 8 | Baiyang Pharmaceutical (301015.SZ) announced that the company recently received a notice from Baiyang Pharmaceutical Group Co., Ltd., the controlling shareholder of the company, and learned that it reduced its holdings of “Baiyang Convertible Bonds” by 1 million through bulk transactions on November 8, 2023, accounting for 11.63% of the total number of bonds issued.
Baiyang Pharmaceutical (301015): The value of the pharmaceutical commercialization leader's platform has entered the payment period
How to understand Baiyang Pharmaceutical's business model? The company is a leading health brand commercialization platform, and sales have a strong scale effect. In the early days, the company operated two brands, Diqiao and Bite, as its core business; relying on existing successful cases, the company gained commercialization capabilities
Baiyang Pharmaceutical (301015): Brand operation from 1 to N CSO leader entering the payment period
Recommended logic: 1) The policy catalyzes the rapid development of the CSO industry. The size of the CSO industry is expected to reach 139.03 billion yuan in 2023, and the compound growth rate of the industry is expected to reach 26.8% in 2019-2023. 2) Brand
Baiyang Pharmaceutical (301015) 2023 Third Quarter Report Review: Business Structure Optimization, Profit Growth Rate Remaining
Event: The company released its 2023 three-quarter report. The first three quarters achieved operating income of 5.5 billion yuan (-0.43%), net profit of 490 million yuan (+43.3%), net profit of 490 million yuan (+43.3%), and net profit of 480 million dollars (+31.3%) after deducting non-return net profit of 480 million yuan (+31.3%)
Baiyang Pharmaceutical (301015.SZ): Controlling shareholders have reduced their holdings of “Baiyang Convertible Bonds” by a total of 2 million copies
Gelonghui November 3 | Baiyang Pharmaceutical (301015.SZ) announced that the company recently received a notice from Baiyang Pharmaceutical Group Co., Ltd., the controlling shareholder of the company, and learned that during the period from October 30, 2023 to November 3, 2023, it reduced its holdings of 2 million “Baiyang Convertible Bonds” through bulk transactions, accounting for 23.26% of the total amount of bonds issued.
Baiyang Pharmaceutical (301015.SZ): It is not ruled out that it will operate some high-margin regional brands
Gelonghui November 1 | Baiyang Pharmaceutical (301015.SZ) was surveyed by specific targets on October 31, 2023. “The products currently operated by the company are mainly exclusive agents. Will there be some major non-exclusive products in the future?” The company replied that the company insists on optimizing medical scenarios through scientific and technological innovation, has the advantage of a “brand highway,” and it is not ruled out that it will operate some high-margin regional brands.
Baiyang Pharmaceutical (301015.SZ): The artificial heart operated by Suzhou Tongxin is the first domestically produced fully magnetic levitation artificial heart with complete independent intellectual property rights approved by NMPA in China
Gelonghui November 1 | Baiyang Pharmaceutical (301015.SZ) was surveyed by specific targets on October 31, 2023, on “Tell me about the artificial heart of the company's operations?” The company replied that the Suzhou Tongxin artificial heart operated by the company is the first domestically produced fully magnetic levitation artificial heart with complete independent intellectual property rights approved by NMPA in China. It has reached the current leading international level in terms of key performance indicators. It is the only artificial heart that can meet blood supply needs without causing blood clots. Currently, it is still in the commercial promotion stage, and future development will be very good.
Baiyang Pharmaceutical (301015.SZ): Currently, effective skincare products are mainly made in Japan, such as Isnona, Keonis, and Transcendrino
Gelonghui November 1 | Baiyang Pharmaceutical (301015.SZ) was surveyed by specific targets on October 31, 2023, on “The current status and development plans of the company's effective skincare products?” The company replied that at present, the company's efficacy skincare products are mainly Japanese products, such as Isnona, Keonis, and Chuan Xenol. Each product has its own efficacy, and has basically been clinically verified by pharmaceutical manufacturers; the company is also seeking cooperation with domestic efficacy skincare manufacturers, and we have reached in-depth cooperation with Xi'an Giants in the reinvigorating brand. In terms of channels, the company is already one of Yanli's main suppliers
Changes in A-shares丨Baiyang Pharmaceutical surged by nearly 19% to reach a new stage high
On November 1, Gelonghui | Baiyang Pharmaceutical (301015.SZ) surged nearly 19% in the afternoon to 38.15 yuan. The stock price hit a new high since July 2021. According to the news, Baiyang Pharmaceutical recently said in an investigation that the Suzhou Tongxin artificial heart operated by the company is the first domestically produced fully magnetic levitation artificial heart with complete independent intellectual property rights approved by the NMPA in China. It has reached the current leading international level in terms of key performance indicators. It is the only artificial heart that can meet blood supply needs without causing blood clots, and is still in the commercial promotion stage.
Baiyang Pharmaceutical (301015): Q3 performance exceeds expectations and continued high profit growth is expected to drive market revaluation
The company released its three-quarter report for 2023. In the first three quarters, the company achieved revenue of 5.496 billion yuan, a year-on-year decrease of 0.43%, a year-on-year net profit of 494 million yuan, an increase of 43.29% over the previous year, and achieved net profit deducted from non-return mothers4.
Baiyang Pharmaceutical (301015) Company Review: Brand Operation Growth Steady, Business Structure Continual Optimization
Incidents on October 26, 2023, the company announced that revenue for the first three quarters of 2023 was 5.496 billion yuan, a year-on-year decrease of 0.43%, and net profit attributed/deducted from non-net profit of 494/484 billion yuan, an increase of 43 million yuan over the previous year
Baiyang Pharmaceutical (301015.SZ): Net profit of 192 million yuan in the third quarter increased by 49.24% year-on-year
Glonghui, October 26丨Baiyang Pharmaceutical (301015.SZ) announced its report for the third quarter of 2023. Operating revenue for the reporting period was 1,861 million yuan, up 4.03% year on year; net profit attributable to shareholders of listed companies was 192 million yuan, up 49.24% year on year; net profit attributable to shareholders of listed companies after deducting non-recurring profit and loss was 192 million yuan, up 32.89% year on year; basic earnings per share were 0.3650 yuan.