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Chengdu Pioneer: Continuing to promote “AI Pharmaceuticals” to build an iterative “design-synthesis-testing-analysis” platform|Direct access to performance meetings
① In response to investors' questions about the company's plans for “AI pharmaceuticals,” Li Jin, chairman and general manager of Chengdu Pioneer, said that the company independently designed and built a comprehensive compound synthesis platform in 2023. ② In addition to the “AI pharmaceuticals” that the market is concerned about, Li Jin said that Chengdu Pioneer will continue to promote the expanded application of DEL technology and launch the “DEL For” and “DEL Plus” series in response to customer needs.
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.
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.
Sunshine Nuohe: Due to supply-side excesses, the CRO industry will receive a share of the rights and interests of self-developed drugs this year | Direct Performance Report
① “With regard to the relative oversupply side of the domestic industry, the local internal volume has intensified. I believe that as competition deepens and the industry continues to clear up, the competitive landscape will gradually become clear in the future.” ② “If the clinical CRO business can continue to grow steadily and bring more market share and customer resources to the company, then this short-term profit pressure is worth it.”
Gene therapy CDMO business setbacks and metabiology's multi-sector layout “overwinter” | Direct performance meeting
① Faced with setbacks in the gene therapy CDMO business, Heyuan Biotech is developing new customers in various segments such as oncolytic viruses, AAV gene therapy, CAR-T/NK, stem cells, etc., and mRNA. ② Q1 cell gene therapy CDMO business revenue was 38.212,200 yuan, up 146.50% year on year, and new orders exceeded 80 million yuan.
Big benefits have arrived! Pharmacovigilance is getting stronger. What's the situation?
Yao Ming Kangde's deep participation in the US healthcare field has far surpassed congressional discussions. Some senior members of the country's biotech industry have clearly opposed the bill.
The response went up and down for two characters in a row! The quarterly A-share market began, and the net profit of 14 listed companies doubled as high as a year-on-year pre-increase
① The day after the disclosure of the quarterly report's performance forecast, Naipu mining machines hit a 20CM rise and stop. Fulai New Materials recorded two consecutive one-word gains and stops at the close of Wednesday; ② Take stock of the list of listed companies whose net profit for the first quarter of 2024 is expected to increase by more than 100% year-on-year; Take stock of the list of listed companies whose net profit for the first quarter of 2024 is expected to increase by more than 100% year on year and the latest comments from brokerage research reports (attached table).
Hangzhou Tigermed Consulting Reports FY Results
Musk's brain-computer interface company has made further progress. Neuralink is expected to open up a new market for large EEG models, and institutions are optimistic about laying out companies related to EEG models
① The global BCI market will reach 1.98 billion US dollars in 2023, and is expected to reach 3.3 billion US dollars by 2027, with a compound annual growth rate of about 14%; ② As the AI multi-modal model represented by the Sora model enters rapid development, brain-computer interfaces will continue to empower multi-modal related training, and Neuralink is expected to open up a new market for large EEG models.
Northbound Capital Purchase Report: Pharmaceutical Kangde received net sales of 790 million yuan
On March 21, Northbound Capital had a sharp net sale of 6.02 billion yuan throughout the day.
Announcement Highlights: Xiaomi Q4's adjusted net profit increased 236.1% year on year; Xiaopeng Motor Q4's adjusted net loss decreased by 19.9% year on year
Li Ning's revenue in 2023 was 27.598 billion yuan, an increase of 7.0%; China Unicom's profit due to equity holders in 2023 was 18.7 billion yuan, an increase of 11.8% over the previous year.
[Data review] Northbound capital reduced its positions for 5 consecutive days, and Mingkang's first-line investment activity fell to a freezing point
① Yao Ming Kangde fell sharply today, with a net sale of 761 million yuan from Northbound Capital. The stock has been net sold by Northbound Capital for 5 consecutive trading days. ② First-tier investment activity declined markedly; only one individual stock traded over 20 million in Jiuzhou, Sichuan.
Featured announcements | Fuyao Glass's net profit in 2023 increased 18.37% year on year; passenger occupancy rates of the three major airlines all recovered to more than 80% in February
Meitu's adjusted net profit in 2023 was about 370 million yuan, up 233.2% year on year; Longhu Group's total contract sales amount for February was 5.75 billion yuan.
[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 BIO organization announced the exclusion of Medicinal Kangde membership. The reason behind this is a piece of legislation
Last week, the US Senate Homeland Security Committee passed the Biosafety Act, which prohibits federal agencies from signing contracts with foreign biotechnology companies, including Pharmacovigilus, on national security grounds.
[Data review] Northbound Capital reduced positions for 5 consecutive days in the Ningde era, Pharmaceutical and Kangde were sold by institutions for nearly 400 million dollars
① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, Ningde Era had the highest net sales. The stock was net sold for 5 consecutive trading days. ② Yao Ming Kangde, which came to a standstill, was sold for 399 million yuan by three institutions, while a net sale of 373 million yuan was made by Northbound Capital.
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 DEL sector of the core business recovered significantly, and Chengdu Pioneer's net profit in 2023 increased 73.92% year-on-year
① In the fourth quarter of last year, the company achieved revenue of 126 million yuan, realized net profit of 25.6571 million yuan, and deducted non-net profit of 3.048 million yuan. ② During the reporting period, the DEL sector of the company's core business recovered significantly, and the increase in operating income led to an increase in profit for the current period. ③ In 2023, the company invested 80.42 million yuan in R&D, accounting for 22% of revenue. Compared with 2022 investment, the year-on-year decrease was 8%.