Recently, the health brand third-party commercialization platform Qingdao Baheal Medical Inc(301015) ( Qingdao Baheal Medical Inc(301015) , SZ) issued its first annual report after listing.
During the reporting period, Qingdao Baheal Medical Inc(301015) revenue increased by 19.94% year-on-year; The net profit attributable to shareholders of listed companies increased by 55.04% year-on-year. Among them, the main business brand operation services maintained high growth, with gross profit accounting for more than 75%.
At a time when the pharmaceutical industry is undergoing earth shaking changes and the division of labor in the industrial chain is becoming increasingly clear, the commercialization ability of Qingdao Baheal Medical Inc(301015) is needed by the pharmaceutical industry. After entering a new stage of value realization, Qingdao Baheal Medical Inc(301015) opened a new stage of development from a third-party commercial platform to “ecological big pharma”.
net profit increased by more than 50% year on year Qingdao Baheal Medical Inc(301015) value liquidity verified
On April 26, the health brand commercialization platform Qingdao Baheal Medical Inc(301015) released its first report card after listing. According to the data, Qingdao Baheal Medical Inc(301015) in the reporting period, the operating revenue was 7.052 billion yuan, an increase of 19.94% year-on-year; The net profit attributable to the shareholders of the listed company was 423 million yuan, a year-on-year increase of 55.04%.
Qingdao Baheal Medical Inc(301015) also released the first quarterly report, which showed that the company achieved a revenue of 1.86 billion yuan in the first quarter of this year, with a year-on-year increase of 14.43%; The net profit attributable to shareholders of listed companies was 88 million yuan, a year-on-year increase of 2.79%.
Judging from the financial data of Qingdao Baheal Medical Inc(301015) , its performance growth is stable. Since 2019, the company’s operating revenue has maintained steady growth, and the year-on-year growth rate of net profit attributable to the parent company has reached a new high in 2021.
From the perspective of the company’s revenue structure, the brand operation business makes a major contribution to Qingdao Baheal Medical Inc(301015) performance. During the reporting period, the brand operation business achieved an operating revenue of 2.905 billion yuan, a year-on-year increase of 34.11%. If the two vote system business is restored, the business segment achieved an operating revenue of 3.641 billion yuan, a year-on-year increase of 52.21%. The gross profit is 1.402 billion yuan, accounting for more than 75%, which is the main profit source of the company.
At the same time, during the year, the company added hisumi of Pfizer pharmaceutical, shigatan, Weixikang, betanli of anstelai, ambomey of CSL Behring, heroda and trokai of Roche pharmaceutical, and the partner camp was further upgraded. Up to now, Qingdao Baheal Medical Inc(301015) has formed a multi brand operation matrix of OTC, prescription drugs such as big health and Otx, and specific drugs such as cancer.
Qingdao Baheal Medical Inc(301015) ‘s brand operation service has a huge growth, which is closely related to the deepening of the division of labor in the pharmaceutical industry in recent years. On the one hand, pharmaceutical enterprises have increased investment in R & D, which in turn has reduced their expenditure on commercialization and sales. Turning over products to a professional third-party commercial platform has gradually become a choice with high efficiency and high cost performance. On the other hand, with the implementation of policies such as separation of medicine and centralized procurement with quantity, pharmaceutical enterprises need to expand business space to the market outside the hospital. The emergence of specialized third-party business platform integrates all chains in the sales of pharmaceutical products and accelerates the process of terminal sales of drugs.
In this context, Qingdao Baheal Medical Inc(301015) by building a “brand highway” for pharmaceutical products and consumer health products to quickly reach downstream consumers, it not only saves the “fuel consumption” of pharmaceutical brands reaching terminal sales, but also improves the speed of pharmaceutical brands reaching terminal consumers.
Based on the correctness of the track, in recent years, Qingdao Baheal Medical Inc(301015) commercialization barriers have been built, and has entered a new stage of value realization.
According to Frost & Sullivan data, in 2019, the overall market scale of pharmaceutical brand operation industry was about 47.2 billion yuan; According to the prediction of prospective industry research institute, the market scale of China Meheco Group Co.Ltd(600056) brand operation industry will maintain a growth rate of 25% ~ 30% from 2018 to 2022. The pharmaceutical brand operation industry has broad development prospects.
upgrade “ecological big pharma” to accelerate the transformation of innovative achievements
After establishing the advantages of health brand commercialization track, Qingdao Baheal Medical Inc(301015) proposed to move forward from the third-party commercialization platform to the development of “ecological big pharma”.
The concept of “big pharma” has existed for a long time, but the “ecological big pharma” proposed by Qingdao Baheal Medical Inc(301015) is still unique in China. It is understood that, Qingdao Baheal Medical Inc(301015) ‘ecotype big pharma’ refers to “Based on the integration and incubation ability of professional scientific and technological innovation resources, guided by optimizing the medical scene, through the transformation and cooperation with scientific research achievements of national first-class scientific research institutes, we are committed to cultivating pharmaceutical scientific and technological products and solutions with independent intellectual property rights in China, and build industrial clusters through various forms of inter enterprise cooperation to build an ‘ecological big pharma’ with ‘individual expertise and overall synergy’.”.
As a key link in China’s industrial innovation in recent years, pharmaceutical innovation has ushered in a new opportunity of policy support and industrial synergy. With the release of policies such as registration approval, medical insurance access and terminal promotion, China’s innovative drugs and innovative medical devices have gradually entered a new stage of standardized development. Some varieties have achieved or are about to achieve fruit transformation, and have the commercialization potential to become heavy varieties.
However, in the process of transforming innovative achievements, R & D researchers are also facing different tests. Such as project selection during pipeline layout, clinical trial scheme design, commercial promotion after product listing, etc. As an “ecological big pharma”, Qingdao Baheal Medical Inc(301015) has abundant industrial resources such as sufficient funds, solid scale and strong sales ability. In view of the above pain points, we can give solutions to all links in the transformation process of innovative achievements.
In April this year, Qingdao Baheal Medical Inc(301015) took the first step in building an “ecological big pharma” – Qingdao Baheal Medical Inc(301015) signed a strategic cooperation framework agreement with Beijing Mentougou District People’s government, and the ” Qingdao Baheal Medical Inc(301015) scientific research achievements transformation base” was officially unveiled. At the same time, Qingdao Baheal Medical Inc(301015) incubated Baiyang Zhixin project will take the lead in landing here. Baiyang Zhixin is actively undertaking the significant application prospects and innovative research results of the National Cardiovascular Disease Center, and has the international leading technology of human primary cardiomyocyte reserve, isolation, culture and cryopreservation.
At present, China’s innovative drug industry is still in the blowout period, but due to the shortcomings in clinical design, achievement transformation and commercialization ability, there is still great room for improvement and growth of innovative drug industry. With its excellent commercialization ability and ecological coordination ability, Qingdao Baheal Medical Inc(301015) is expected to help more Chinese innovative pharmaceutical enterprises and national first-class scientific research institutes transform and implement scientific research achievements, and continuously promote the sustainable development of performance.
