Pay attention to the subject matter of reasonable valuation. This week, all A-Shares fell by 4.23% (weighted average of total market value), the CSI 300 fell by 4.19%, the gem index fell by 6.66%, and the biomedical sector as a whole fell by 7.34%, underperforming the CSI 300 index by 3.15 percentage points. The performance of biomedical sector is weaker than the overall market. At present, the price earnings ratio of Pharmaceutical Biology (TTM, overall method, excluding negative values) is 27.07x, which is in the quantile of 4.9% of the historical valuation in recent five years, and the valuation is at a historical low. It is suggested to continue to pay attention to the high-quality targets of reasonable valuation of boom track: Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Wuxi Apptec Co.Ltd(603259) , Apeloa Pharmaceutical Co.Ltd(000739) , Apt Medical Inc(688617) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Kingsley biotechnology, Corning Jerry pharmaceutical-b, Weigao Co., Ltd. and xianruida medical-b.
The United imaging medical science and Technology Innovation Board will hold a meeting, and uct art plus tumor radiotherapy. On April 15, the scientific innovation board of Shanghai Lianying Medical Technology Co., Ltd. held a meeting. This is the fourth set of listing standards of the science and innovation board, and it is proposed to raise 12.14 billion yuan, which will be used for the research and development of next-generation products, the industrialization of high-end medical imaging equipment, the construction of marketing service network, the informatization construction of production, research and marketing system and the supplement of working capital. Founded in 2011, the company is headquartered in Shanghai and has offices in the United States, Japan, Australia, Europe and other places. Independent and successful research and development of domestic high-end imaging equipment, diagnosis and radiotherapy products. A total of 4 MI, 5 CT, 7 Mr, 7 Dr, XR / RT, etc., breaking the import monopoly. This week, Lianying medical self-developed CT art online adaptive radiotherapy technology (CT guided adaptive radiotherapy) completed the world’s first application of lung cancer radiotherapy. This technology realizes dynamic positioning, adopts 4D-CT, reduces the time of online adaptive adjustment of radiotherapy plan, and enhances image quality.
Minimally invasive Siasun Robot&Automation Co.Ltd(300024) company’s Honghu orthopedic surgery Siasun Robot&Automation Co.Ltd(300024) approved nmpa. April 21 Siasun Robot&Automation Co.Ltd(300024) Honghu, China’s first independently developed robotic arm with independent intellectual property rights, was granted the registration certificate of medical devices in China. The application of surgery Siasun Robot&Automation Co.Ltd(300024) can help the construction of standardized diagnosis and treatment process of Orthopaedic Surgery, and will effectively alleviate the shortage of medical resources and the increasing demand for clinical diagnosis and treatment of aging. Under the promotion of multiple rounds of centralized procurement of high-value consumables and the expansion of procurement categories, the layout of operation Siasun Robot&Automation Co.Ltd(300024) will become one of the development priorities of high-cost enterprises in the next decade.
Risk warning: the product R & D progress is less than expected; Medical insurance fee control, centralized purchase and price reduction of drugs and high-value consumables exceeded expectations; Risk of recurrent outbreaks
