The Everbright Securities Research Report points out that Beijing, Guangzhou, Zhuhai and other places have successively issued relevant policies to support the high-quality development of the biomedical industry or innovative pharmaceutical devices to cre
The Everbright Securities Research Report points out that Beijing, Guangzhou, Zhuhai and other places have successively issued relevant policies to support the high-quality development of the biomedical industry or innovative pharmaceutical devices to create a full-process service system to speed up the R&D to application process and optimize the pricing and payment settlement model for innovative pharmaceutical devices. Furthermore, when the ASCO conference is about to be held, a number of Chinese pharmaceutical companies announced that their interest in the new drug research and innovative drug market selected for this year's ASCO conference has increased.
Express News | Guangzhou: Urge designated medical institutions to promptly include state-negotiated pharmaceuticals and innovative pharmaceutical devices in the scope of procurement of medical institutions
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.
Good payback? Zhifei Biotech calls on domestic nine-valent HPV vaccine manufacturers to participate in the promotion | Direct access to the performance conference
① Whether the imported MSD nine-valent HPV vaccine will be impacted by domestic brands in the future is the primary concern of investors at today's Zhifei Biotech performance conference. ② Chairman Jiang Rensheng said that the HPV vaccine market space is huge, and more manufacturers participating in the promotion will be helpful to the company. ③ Financial Director Li Zhenjing believes that the company's high accounts receivable and inventory growth in the first quarter were due to the expansion of sales and business scale.
Strong inflow of foreign capital is another trend vane: Middle Eastern tycoons increase their presence in China, and multinational sovereign wealth funds continue to lay out A-shares
① The Abu Dhabi Investment Authority and the Kuwait Investment Authority held a large number of A-share listed companies in the first quarter; ② the Middle East Sovereign Fund also stepped up research on A-shares ③ Other overseas sovereign wealth funds are increasing their layout in the Chinese market.
Gao Yi's path to transfer positions came to light. Qiu Guolu, Feng Liu, and Deng Xiaofeng each reduced their holdings, and chemical and pharmaceutical stocks frequently increased their positions
① Feng Liu has continuously reduced his holdings of Hikvision, Zhongju Hi-Tech, and Baofeng Energy, and increased his holdings of pharmaceutical and chemical stocks in the first quarter; ② Deng Xiaofeng reduced his holdings of Zijin Mining, Yunlu, and China Aluminum by 3 mining stocks and has withdrawn from the top ten tradable shareholders of Wanhua Chemical; ③ Qiu Guolu also continuously reduced his holdings in the mining industry Tiandi Technology.
SDIC Securities released a research report on April 25 stating that Baiyang Pharmaceutical (301015.SZ) was given a purchase rating and the target price was 35.69 yuan. The main reasons for the rating include: 1) incident: the company released its 2023 ann
SDIC Securities released a research report on April 25 stating that Baiyang Pharmaceutical (301015.SZ) was given a purchase rating and the target price was 35.69 yuan. The main reasons for the rating include: 1) incident: the company released its 2023 annual report and 2024 quarterly report, and the profit side achieved rapid growth; 2) sales expenses continued to be optimized, and profitability improved; 3) Continued improvement of the product matrix, and innovative pharmaceutical devices are expected to be realized. (Mainichi Keizai Shimbun)
China Galaxy released a research report on April 23 stating that Baiyang Pharmaceutical (301015.SZ) was given a recommended rating. The main reasons for the rating include: 1) focus on core brand operations, and the pharmaceutical business continues to sh
China Galaxy released a research report on April 23 stating that Baiyang Pharmaceutical (301015.SZ) was given a recommended rating. The main reasons for the rating include: 1) focus on core brand operations, and the pharmaceutical business continues to shrink; 2) the Q1 revenue side declined slightly, and the profit side maintained rapid growth; 3) entering the development of cutting-edge domestic innovative pharmaceutical devices and gradually establishing its own innovation incubation platform. (Mainichi Keizai Shimbun)
Zhifei Biotech's product revenue share rose to 98%, and net profit declined year-on-year for two consecutive quarters|Financial Report Interpretation
① Last year, Zhifei Biotech's revenue increased by nearly 40%, but the net profit growth rate was only in single digits. 2023Q4 and 2024Q1 net profit growth rate declined year on year; ② Zhifei Biotech's overall gross margin and gross margin of agent products both declined year on year last year, and sales expenses increased by nearly a quarter.
On April 17, various departments such as the Beijing Municipal Medical Security Administration and the Beijing Drug Administration issued “Certain Measures to Support the High-Quality Development of Innovative Pharmaceuticals in Beijing (2024)” to promote
On April 17, various departments such as the Beijing Municipal Medical Security Administration and the Beijing Drug Administration issued “Certain Measures to Support the High-Quality Development of Innovative Pharmaceuticals in Beijing (2024)” to promote the deep integration of innovation chains, industrial chains and policy chains to strengthen the research, production, review, and use of full-chain policies to support the optimization of factor resource allocation, cultivate a high-quality innovation ecosystem, and accelerate innovation in the medical and health industry.
Beijing: Accelerating the review and approval of innovative pharmaceutical devices
The Beijing Municipal Health Insurance Administration issued “Certain Measures to Support the High-Quality Development of Innovative Medicines in Beijing”. Among them, it was mentioned to promote the implementation of a national innovation pilot project to “reduce the review time limit for drug supplement applications from 200 days to 60 days, and reduce the approval time limit for drug clinical trials from 60 days to 30 days”. Key project management mechanisms have been implemented for innovative pharmaceutical companies, with “one product, one policy”, early intervention, and full guidance in terms of registration and licensing. By the end of 2024, the total number of varieties included in project management will increase to 200.
Northbound Capital Purchase Report: Mindray Healthcare Receives Net Sales of 416 Million Yuan
Northbound Capital had a sharp net sale of 2,793 billion yuan today.
Hangzhou Tigermed Consulting Reports FY Results
[Data review] Yao Ming Kangde was reduced by northbound capital by nearly 1 billion dollars, and institutions surged by 500 million yuan to raise Tiger Pharmaceuticals
① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, Pharmaceutical Ming Kangde had the highest net sales, with a net sale of 945 million yuan. ② Tiger Pharmaceuticals, an innovative drug concept stock, was purchased by three institutions for 536 million yuan, while receiving nearly 80 million yuan from Cathay Pacific Junan Nanjing Taiping South Road. ③ The turnover of many pharmaceutical-related ETFs increased significantly compared to yesterday.
The US Senate version of the Biosafety Act was passed at a hearing last night. What is the situation, and how should the Pharmacovigilance Department respond?
The industry believes that the bill may be fiercely discussed and repeatedly revised in the Senate and House of Representatives, and that relevant companies should “think from the bottom line.”
The latest developments! Implementing diversified payments for innovative pharmaceutical devices in Shanghai has already achieved these results
① Since the implementation of the “28 New Policies” for more than half a year, basic health insurance and commercial insurance have joined hands to achieve full coverage of products in the Shanghai “New Premium Pharmaceutical” catalogue; ② Shanghai standardized processes and formed mechanisms for the first time in the country to open up desensitized medical insurance data to commercial insurance, and strived to make this a “business card” to attract more biomedical companies to invest and develop in Shanghai, forming a model effect throughout the country.
Express News | Donghai Securities: Focus on innovative pharmaceutical devices, pharmacy chains, blood products and other sectors
“Jia Ling Lose Weight” has been trending for 4 days in a row. Will the number one investment theme in the Year of the Dragon be a comeback of the diet pill concept?
Under the popularity of the topic, the market speculates: will diet pills become the first investment theme in the Year of the Dragon?
The wave of A-share repurchases continues! Thirty-seven listed companies plan to repurchase up to 100 million yuan. The share repurchases of Ed Biotech, Chinese Media, and Bose will be used for cancellation
① Thirty-nine A-share listed companies, including Jinshan Office, announced plans to repurchase or increase their holdings up to 100 million yuan or more (attached table). Among them, Ed Biotech, Chinese Media, and Bose Co., Ltd. all indicated that the repurchase was used for cancellation; ② Artes ranked first. Qu Xiaohua, the company's actual controller and chairman, proposed to repurchase shares at 500 million yuan to 1 billion yuan.