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Guojin Securities: Continued increase in domestic insulin share is expected to drive continued growth in performance
Since May 2022, national special insulin collection has been launched in various provinces and cities. While the price of insulin products has declined, the domestic substitution process has greatly accelerated.
Tonghua Dongbao (600867.SH): Clinical approval for injectable THDBH120 weight loss indications
Tonghua Dongbao (600867.SH) announced that Dong****ing (Hangzhou) Biomedical Co., Ltd., a wholly-owned subsidiary of the company...
Express News | Tonghua Dongbao: GLP-1 /GIP dual-target receptor agonist weight loss application approved for clinical use
Huatai Securities: National insulin collection contract renewal and bid opening, leading domestic companies are expected to maintain gross margin above 80%
The Zhitong Finance App learned that Huatai Securities released a research report stating that on April 23, the national insulin collection contract was renewed and opened. The current collection volume was about 60% of the country's total demand, and the overall price was reduced by about 3.8%, and the bid period was until the end of '27. The rules for this collection were gentle, and it was stipulated that 92% of the products were selected. Among them, Ganli Pharmaceutical, Hefei Tianmai, and Yifan Biotech rose across the board, while Tonghua Dongbao dropped moderately and all were selected in Class A. The current collection renewal price favors leading domestic companies. The gross margin of leading domestic insulin companies is expected to remain above 80%; at the same time as the prices of some domestic companies are rising
Tonghua Dongbao (600867.SH): Participates in the national centralized drug procurement (insulin special continuation) to be selected
Gelonghui, April 23 | Tonghua Dongbao (600867.SH) announced that on April 23, 2024, the company participated in the national centralized drug procurement (insulin special continuation) declaration process organized by the State Organization's Centralized Drug Procurement and Use Joint Procurement Office (referred to as the “Joint Procurement Office”). Company human insulin injection, sperm protein human insulin injection, argentine human insulin mixed injection (30R), sperm protein human insulin mixed injection (40R), sperm protein human insulin mixed injection (50R), glargine insulin injection, menthong insulin injection, menthong insulin 3
Express News | Tonghua Dongbao: Multiple specification products to be selected for centralized procurement
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