BK0059 Biologics
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Walvax Biotechnology suspends clinical trials of two vaccines again. How much space is left in the COVID-19 vaccine market? | Quick Announcement
Due to the low economic and social benefits of continued research and development, Walvax Biotechnology announced once again today the termination of clinical trials for two COVID-19 vaccines. The company had previously terminated clinical trials of a recombinant novel coronavirus vaccine (chimpanzee adenovirus vector). Industry experts believe that the symptoms caused by the current coronavirus have decreased significantly, and the virus continues to mutate, making the market for COVID-19 vaccines even more limited.
The growth rate of regular business has slowed down, and nearshore protein manufacturers are said to seek investment and acquisition opportunities.
In the first quarter of 2024, there was no unconventional business income related to epidemic prevention and control for nearshore protein. mRNA technology is further expanding its application in multiple fields, but it has not yet entered the industrialization stage, and demand for raw materials has not yet surged.
The stock price has been below the committed value for 5 consecutive days! Becoming Biological: it is a fluctuation in the capital markets and vaccine industry, and will accelerate the listing of research and development products.
The competition in the human rabies vaccine market is intensifying, while the human hepatitis B inactivated vaccine is in the market recovery period and has not yet been able to decisively improve the company's performance. The company believes that the short-term fluctuations in stock prices are highly correlated with the capital markets and the overall fluctuations of the vaccine industry.
A rumor caused medicine to collapse, and the once flocked star funds fled one after another. Who else is still holding on to it?
① Compared with the high on May 17, 2021, Changchun Hi-Tech's stock price has already dropped 78.75%. The stock price of up to 520 yuan three years ago, and a market value of over 210 billion yuan, seems so far away now; ② In the past three years, apart from individual index funds that still ranked among the top ten tradable shareholders, many star products that held this stock heavily in the past have already embraced the new “value depression.”
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.
Haida rose more than 33% weekly, and Wuxi Jinghai bought 6.25% of Jingyang Biotech's shares | Beijing Stock Exchange Weekly Report (April 22-26, 2024)
The Beijing Stock Exchange 50 rose 2.6% this week, and is in the middle of all A major broad-based indices. Haider gained 33.89% weekly, leading the Beijing Stock Exchange. Additionally, Wuxi Jinghai acquired 6.25% of Jingyang Biotech's shares.
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.
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.
Human rabies vaccine competition intensifies impact, and performance becomes big. Bio responds: market share is still leading
① As of 2023, the number of domestic companies producing rabies vaccines for human use has increased to 11, and the market is facing a situation where supply exceeds demand. ② In addition to Chengda Biotech, rivals such as Ningbo Rongan, Changchun Zhuoyi, Liaoning Yisheng, and Kanghua Biotech mostly issue human rabies vaccines in batches.
Heavy warehouse bought back Meituan Kuaishou! Zhong Geng Qiu Dongrong's quarterly report revealed that there were many moves to adjust positions
Early this morning, Qiu Dongrong's products revealed a quarterly report.
Executives bombarded? Wantai Biotech's performance will have a “warm” atmosphere. The HPV vaccine is still the focus | Direct access to the performance conference
① In the process of pre-collecting questions for the performance conference, many investors have taken the lead in leaving “trouble” comments, questioning the company's response plan in the face of pressure from overseas competition. ② Regarding senior business capabilities such as company directors, financial directors, general managers, etc., questions about the focus of work are endless. ③ The nine-valent and bivalent HPV vaccines are also topics that investors are very concerned about.
About to “cook without rice”? Rongchang Biotech's emergency “blood transfusion” launch products set to increase 2.6 billion dollars have been sniped by many parties
① Rongchang Biotech plans to increase 2.55 billion yuan for new drug research and development projects to ease the tight R&D and operating capital situation; ② Sales expenses in 2023 will be 775 million yuan, up 75.90% year on year, and R&D expenses during the same period were 1,306 billion yuan, up 33.01% year on year; ③ To get out of the situation of being surrounded by strong enemies as soon as possible, Rongchang Biotech needs to make additional efforts to develop new drugs.
Communicating with investors but not being sincere enough? Changchun Hi-Tech's performance will attract “complaints” from shareholders | Direct hit on the performance conference
① At the results meeting held today, investors' questions about falling stock prices continued throughout; ② However, the responses provided by company executives were “undernourished”, which aroused more dissatisfaction among investors after the meeting; ③ The impact of the divorce incident of Jin Lei, the soul figure of Jinsai Biotech, on the company's stock price also drew a lot of questioning from investors.
The party involved in the “sudden death of a 19-year-old man selling blood” Tiantan Biotech responds to questions about illegal pulp collection. The industry claims that the interval between two plasma donations of not less than 14 days is a “red line”
① Today, “selling blood” 16 times in 8 months? A 19-year-old died suddenly!” The news became a hit, and the father of the deceased's statement that “the interval between blood collection is less than 12 days” attracted attention; ② Tiantan Biotech announcement responded that “the shortest interval between pulp donation days mentioned in the report is 12 days is false information,” and industry insiders said the 14-day interval was a “red line.”
The shingles vaccine boosted in Northeast China, and the profit double increased last year, and the second growth curve is still being searched|Annual Report Interpretation
① “Northeast Yao Mao” Changchun Hi-Tech released its annual report on the 19th. It achieved double-digit revenue growth last year, and net profit grew close to double digits; ② Judging from revenue contributions, the shingles vaccine launched by the subsidiary Baike Biotech in January last year was a bright spot, but future competition will be more intense due to the rapid entry of competitors; ③ Changchun Hi-Tech's R&D investment increased 45.46% year on year last year, reflecting the company's firm intention to cultivate a second growth point.
Aftermath of Cansino's overseas expansion being blocked: after the license was revoked, the partner claimed 240 million yuan
① The cooperation was not negotiated. Belcher filed a lawsuit against Cansino, claiming loss of earnings and moral damages totaling about RMB 241 million; ② Cansino claimed that the lack of cooperation was due to the failure to register the COVID-19 vaccine locally in Brazil, and due diligence discovered that Belcher had some negative rumors.
Did Northland's revenue decline in 2023 narrow, and the net loss narrowed to recover by not exercising equity incentives?
① Northland's 2023 annual results report shows a year-on-year decline in operating income, and the net loss margin is narrower than in 2022. ② The reasons for the year-on-year narrowing of net loss include the failure to meet the third achievement condition of the company's equity incentive plan and reversing the impact of the relevant expenses already calculated.
“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?
Olin Biotech's major combination vaccine may not be approved, and the performance continues to be under pressure
① Olin Biotech initially confirmed that the marketing application for its AC-Hib combination vaccine was not approved. Previously, it was regarded as a “new performance growth point.” ② Olin Biotech is facing declining performance and declining product gross margin year by year.