The pharmaceutical index rose slightly by 2.07% this week (January 10-14). The pharmaceutical index rose steadily in the first three trading days of this week, but suddenly fell sharply on Thursday, with a decline of 1.98% on the same day. It rose slightly on Friday and closed at 13895.97 this week.
Among the 222 pharmaceutical industry stocks counted by wind, four stocks with a weekly increase of more than 50% are senxuan medicine, Cylon medicine, Zhejiang Yatai Pharmaceutical Co.Ltd(002370) and Nanjing Hicin Pharmaceutical Co.Ltd(300584) . Among them, the biggest increase was senxuan medicine, with a weekly increase of 86.84%; The biggest decline was Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , with a decrease of 14.28%.
Among the top 10 enterprises in the market value this week, the biggest increase was Hangzhou Tigermed Consulting Co.Ltd(300347) , with a weekly increase of 11% to close at 123.32 yuan / share, with a total market value of 107.589 billion, and the market value ranking rose one to sixth; The biggest decline was Jiangsu Hengrui Medicine Co.Ltd(600276) , with a weekly decline of 8.31% to close at 46.65 yuan / share, with a total market value of 298.374 billion; This week Wuxi Apptec Co.Ltd(603259) rose 4.68% to close at 113.98 yuan / share, with a total market value of 336.883 billion yuan, returning to the position of the first brother in market value. Among the top ten cro enterprises in the pharmaceutical industry, only Asymchem Laboratories (Tianjin) Co.Ltd(002821) fell, with a weekly decline of 1.21% to close at 349.53 yuan / share, with a total market value of 92.395 billion yuan. Among traditional Chinese medicine enterprises, Beijing Tongrentang Co.Ltd(600085) ended the upward trend for five consecutive weeks, falling 5.14% this week to close at 48.37 yuan / share, with a total market value of 66.338 billion yuan. Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) fell for three consecutive weeks, but the decline slowed to 2.08% this week to close at 386.1 yuan / share, with a total market value of 232.941 billion yuan.
On Monday, Jiangsu Hengrui Medicine Co.Ltd(600276) disclosed the announcement that three drugs obtained drug registration certificates. A drug called proline Heng Ge Jing Jing tablets is approved as “improving blood glucose control in adults with type 2 diabetes”. Another drug is Dulcie’s tablet of hydroxyethane sulfonate, which is the 1 class of new drugs developed by Jiangsu Hengrui Medicine Co.Ltd(600276) independently. The approved indication is “combined with fluticasone for hormone receptor (HR) positive, human epidermal growth factor receptor 2 (HER2) negative” treatment for recurrent or metastatic breast cancer after endocrine therapy. Another drug is ambroxol hydrochloride oral liquid, which is suitable for thick sputum and difficult expectoration caused by acute and chronic bronchitis.
Proline hengglitazin is an SGLT2 inhibitor. In 2020, the global sales of SGLT2 inhibitor related products were about US $7.681 billion. Up to now, Jiangsu Hengrui Medicine Co.Ltd(600276) has invested about 273.53 million yuan in R & D expenses for proline hengliejing related projects.
Jiangsu Hengrui Medicine Co.Ltd(600276) darcilil hydroxyethanesulfonate, a new class 1 Chemical drug independently developed, is a small molecule CDK4 / 6 inhibitor. The data show that the global sales of similar products of dalcili hydroxyethyl sulfonate tablets will be about US $6.992 billion in 2020. Up to now, Jiangsu Hengrui Medicine Co.Ltd(600276) about 363.59 million yuan has been invested in the R & D cost of darcili p-hydroxyethanesulfonate related projects.
In 2020, the global sales of ambroxol related dosage forms will be about USD 617 million. Up to now, Jiangsu Hengrui Medicine Co.Ltd(600276) has invested about 10.5 million yuan in research and development of ambroxol hydrochloride oral liquid related projects.
On January 12, Hangzhou Tigermed Consulting Co.Ltd(300347) disclosed the performance forecast for 2021. Among the top 10 pharmaceutical companies by market value, Hangzhou Tigermed Consulting Co.Ltd(300347) is the first company to disclose performance forecast. The performance forecast shows that the net profit attributable to the shareholders of the listed company in 2021 is 2624662200 yuan – 3027110400 yuan, with a year-on-year increase of 50% – 73%; The net profit attributable to the shareholders of the listed company was RMB 1133105600 – 1324317200, with a year-on-year increase of 60% – 87%; The basic earnings per share is 3.01 yuan / share – 3.47 yuan / share.
The performance forecast indicates that the company’s non recurring profit and loss has increased significantly from 1.04 billion yuan in 2020 to 1.4-1.8 billion yuan in 2021, mainly due to the income from changes in the fair value of financial assets recognized by the company in accordance with the new standards for financial instruments and the income from equity transfer, of which the income from changes in the fair value of companies invested directly or indirectly is 1.2-1.6 billion yuan.
Zhongtai Securities Co.Ltd(600918) pointed out that the performance of Hangzhou Tigermed Consulting Co.Ltd(300347) slightly exceeded expectations, and the net profit attributable to the parent company and deducted from non-profit in a single quarter hit a record high, with a significant trend of continuous high growth. On this positive note, the cro index rose 6.33% this week to close at 4114.66, only Shanghai Haoyuan Chemexpress Co.Ltd(688131) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) fell this week.
