Recently, more than 30 pharmaceutical companies took turns on the theme week of “self-improvement in science and technology” at the Shanghai stock market performance briefing. Pharmaceutical listed companies actively talk to investors, sincerely communicate and interact with investors through video playback, PPT explanation, text interaction and other ways, and actively share the company’s “new prescriptions” in scientific and technological innovation, benefiting the people and making profits, and combating the epidemic.
investors pursue “new drugs”
Since the opening of the week of the theme week of “strong technology for strong science and technology,” since the opening of the week of the theme week of “strong technology for strong science and technology” has opened, the theme week of ‘s opening of the theme week of “strong technology for strong science and technology” has opened, and since the opening of the week of the theme week of the theme week of “technology for strong science and technology”, since the opening of the week of the theme week of the theme week of the theme week of “strong technology for strong science and technology”, the ‘ Poten Environment Group Co.Ltd(603603) 603 Wuxi Apptec Co.Ltd(603259) shanghaipharmaceutical companies such as , Tasly Pharmaceutical Group Co.Ltd(600535) , Zhejiang Hisun Pharmaceutical Co.Ltd(600267) , Guobang Pharma Ltd(605507) and others have successively held performance briefings. Innovation is the key for investors to grasp the value of pharmaceutical enterprises. More and more pharmaceutical enterprises have made clear the direction of transformation to innovative drugs, continuously increased R & D investment, and accelerated the R & D and transformation of innovative products.
Benefiting from the optimization of product structure brought by the listing of innovative products, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) 2021 achieved an operating revenue of 39.005 billion yuan, a year-on-year increase of 28.70%; The net profit attributable to shareholders of listed companies was 4.735 billion yuan, a year-on-year increase of 29.28%. In the face of investors’ doubts about “taking new drugs”, Wu Yifang, chairman and CEO of Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) said that in recent years, the strategic environment of the whole pharmaceutical industry has undergone very profound changes, and the transformation from low-level repetition to innovation and differentiation has become the industry trend. In terms of differentiated innovation, the company launched China’s first biological similar drug, car-t, mRNA vaccine and surgery Siasun Robot&Automation Co.Ltd(300024) .
“With the gradual implementation of innovative R & D in recent years, the top five revenue contributing varieties of the company have undergone fundamental changes, and the revenue of new and secondary products in the pharmaceutical sector accounts for more than 25%. The company invested 4.975 billion yuan in R & D in 2021, with a year-on-year increase of 24.28%. At present, the company is mainly developing more than 240 consistency evaluation projects of innovative drugs, generic drugs, biological similar drugs and generic drugs.” Wu Xiaolei, vice president and chief financial officer of the company, added.
A number of traditional Chinese medicine enterprises have also accelerated the promotion of “new drug flavor”. In 2021, Tasly Pharmaceutical Group Co.Ltd(600535) 1.1 innovative traditional Chinese medicine kunxinning granule was approved to be listed, Jianmin Pharmaceutical Group Co.Ltd(600976) 1.1 innovative traditional Chinese medicine qiruiweishu capsule was approved to be listed, and Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) third-generation wall removing Ganoderma lucidum spore powder series products were successfully developed. The above-mentioned companies have shared the fruits of innovation at the performance briefing.
During the implementation of the “new prescription”, CXO enterprises providing services for pharmaceutical research and development also ushered in a “highlight” moment of their rapid development. At the Wuxi Apptec Co.Ltd(603259) performance presentation meeting, Hu Zhengguo, vice chairman of the company and global chief investment officer, led senior executives to appear in the “cloud” as promised. Although it was not an on-site meeting, the enthusiasm for online interaction remained unabated. Hu Zhengguo shared a group of exciting data: the company has more than 32000 R & D and technical personnel, which is one of the largest pharmaceutical R & D teams in the world. With strong R & D advantages, the company achieved an operating revenue of 22.9 billion yuan and a net profit attributable to the parent company of 5.097 billion yuan last year, with a year-on-year increase of 38.5% and 72.2% respectively. From the perspective of customers, the company continued to adhere to the strategy of “long tail customers”, with more than 1660 new customers and more than 5700 active customers during the reporting period.
As the leader in the subdivided field of preclinical safety assessment in China, Joinn Laboratories (China) Co.Ltd(603127) the net profit has maintained a growth rate of more than 50% in recent three years. By the end of 2021, the amount of orders on hand was about 2.9 billion yuan, a year-on-year increase of about 67%. Gao Dapeng, general manager and Secretary of the company, disclosed to investors that the company will continue to expand the scale of experimental facilities and personnel, improve the efficiency of order execution, help R & D enterprises complete the evaluation in the shortest time and accelerate the promotion of products to clinical practice.
war “epidemic” huiminxian person in charge
The situation of epidemic prevention and control outside China is grim, and the policies of the pharmaceutical industry are deepening. How pharmaceutical enterprises achieve high-quality development in the double test has attracted much attention from investors.
China Resources Double-Crane Pharmaceutical Co.Ltd(600062) relevant person in charge admitted that the company will actively respond to industry changes and firmly practice the strategic policy of “low cost, large scale, multiple varieties and high quality”. For the generic drug business, it actively embraces volume procurement with the competitive advantage of the integration of generic drug product group and API preparation with low cost and rapid listing in the whole value chain.
“The company’s key product meropenem for injection (beineng) has been included in the seventh batch of centralized purchase varieties, which is expected to have a great impact on the sales price and market share of this variety. For this, on the one hand, the company will make preparations in advance in business, production, terminal and other links, on the other hand, it will continue to strengthen innovation, improve competitiveness and promote the steady operation of the company.” Joincare Pharmaceutical Group Industry Co.Ltd(600380) relevant principals responded to investors.
Wu Xiaolei also responded positively to investors’ concerns about the decline in gross profit margin of Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) last year. She pointed out that the gross profit margin of stock varieties decreased after the selection of centralized purchase, but at the same time, the sales expense rate of centralized purchase products also decreased year-on-year. In 2021, the company has won the bid for 23 products in six batches of centralized purchase. For the stock varieties included in centralized purchase, the company gives full play to the advantages of multi-channel marketing and fine production, and strengthens the life cycle management of centralized purchase products while exchanging price for quantity.
While exchanging price for quantity and benefiting the people and making profits, pharmaceutical companies also face the challenge of the epidemic and actively participate in the war on “epidemic”, showing the responsibility and responsibility of Chinese pharmaceutical enterprises.
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) vice chairman Guan Xiaohui told investors that since the outbreak of the epidemic, the company has responded to the epidemic window quickly, fulfilled the social responsibility of pharmaceutical enterprises, and built a product matrix from prevention, detection to treatment through its own business layout advantages, including licensed mRNA covid-19 vaccine, covid-19 therapeutic drug, and covid-19 nucleic acid and antigen detection kit independently developed.
Joincare Pharmaceutical Group Industry Co.Ltd(600380) Board Secretary Zhao Fengguang said that the recombinant protein vaccine researched by the company in cooperation with the Institute of biophysics of the Chinese Academy of Sciences has been submitted for listing, and the phase III clinical data has performed well.
