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【Pharmaceutical Network Pharmaceutical Stock Market】 Data shows that in 2022, a total of 20 medical industry chain companies have successfully landed on the science and technology innovation board
.
Based on the data at the end of 2022, the average market value of the 20 pharmaceutical companies listed on the STAR Board in 2022 is about 17.
508 billion yuan, and the overall market value has increased by more than 27%.
Analysts pointed out that the pharmaceutical companies in the science and technology innovation board show the investment style of the strong Hengqiang, and the funds are more willing to pursue recognized head companies
.
The data shows that in 2022, the science and technology innovation board gave birth to a pharmaceutical company with a market value of 100 billion yuan - United Imaging Medical; Two pharmaceutical companies with a market value of more than 40 billion yuan - BGI Intelligent Manufacturing and Remegen Biotechnology; Two pharmaceutical companies with a market value of 10 billion to 40 billion - InnoCare and Micro Electrophysiology
.
United Imaging Medical United Imaging Medical is a company
with a high market capitalization among the medical industry chain companies listed on the Science and Technology Innovation Board in 2022.
Data show that at the end of 2022, the company's market value was 145.
859 billion yuan
.
The company is committed to the research and development and production of high-end medical imaging and treatment equipment, and the company has launched more than 90 products
to the market.
The company's business is divided into high-end medical imaging diagnostic equipment and radiotherapy equipment, maintenance services, software business and other businesses
.
Among them, the sales of medical imaging diagnostic equipment and radiotherapy equipment are the company's main business
.
It is reported that the company's high-end medical imaging diagnostic equipment and radiotherapy equipment mainly include: CT, MR, MI, XR, RT products, accounting for 51.
65%, 23.
08%, 15.
70%, 7.
45% and 2.
11% of the main business income in 2021; In recent years, the revenue and profit of United Imaging Medical have increased
year by year.
From 2018 to 2021, the company's revenue grew rapidly, from 2.
035 billion yuan to 7.
254 billion yuan, with a compound annual growth rate of 52.
70%.
In 2022Q1-3, the revenue reached 5.
859 billion yuan, a year-on-year increase of 25.
55%.
In 2020, the company turned a loss into a profit, and the net profit attributable to the parent increased to 1.
417 billion yuan
in 2021.
In 2022Q1-3, the net profit attributable to the parent reached 899 million yuan, a year-on-year increase of 16.
62%.
The R&D expenses of the company in 2018-2022Q1-3 were 551 million yuan, 579 million yuan, 756 million yuan, 968 million yuan and 868 million yuan, accounting for 27.
10%, 19.
42%, 13.
12%, 13.
35% and 14.
82%
of the operating income, respectively.
BGI Intelligent Manufacturing data shows that at the end of 2022, the market value of BGI Intelligent Manufacturing was 46.
037 billion yuan
.
The industry said that BGI Intelligent Manufacturing is a medical device company
that is expected to break the monopoly of overseas enterprises.
BGI is considered to be an important developer of life science tools, the key of which lies in its continuous investment and catch-up
in upstream sequencing technology.
As a domestic manufacturer that can mass-produce gene sequencers, BGI has acquired its biochemical and instrument technology through the acquisition of Complete Genomics, a US gene sequencing equipment developer, and has helped BGI become one of the strong challengers of Illumina through the iteration of multiple generations of
products.
Up to now, the company has invested more than 5 billion yuan in R&D funds, realized the source layout of sequencing technology, and applied for more than 580 technologies, including more than 80 PCT
.
It is understood that since 2015, BGI has launched a number of sequencers
with different throughputs.
As the main model, the MGISEQ-2000 comprehensive gene sequencer launched by BGI can support two chips
of different specifications at the same time on the basis of a dual-chip independent operation platform.
The PE100 read-length mode takes only 48 hours to run at full capacity, and can complete rapid testing
of an average of 24 tumor samples a day.
In addition, the company's MGISEQ-T7 released in October 2018 is also a gene sequencer with strong daily production capacity, with a single day data yield of up to 6Tb, PE150 sequencing only takes 24 hours, and the cost per Gb sequencing is only 5 US dollars, which is also the current low sequencing cost
.
Remegen Remegen is an innovative biopharmaceutical company focusing on therapeutic antibody drugs such as antibody drug conjugates (ADCs), antibody fusion proteins, monoclonal and bispecific antibodies
.
The company's core product, Tataercept, was conditionally approved for marketing in March 2021 and is a novel fusion protein product
with dual targets of recombinant B lymphocyte stimulating factor/proliferation-inducing ligand for injection.
Another core product, vedicitumab, is China's original antibody conjugate (ADC) drug, and is also an ADC drug that has been recognized as a breakthrough therapy by the US Food and Drug Administration (FDA) and the State Food and Drug Administration in China, and the two indications of the drug were conditionally approved for marketing in China in June and December 2021 for the treatment
of gastric cancer and urothelial cancer.
With the approval of the product for marketing, Remegen achieved year-on-year growth in operating income, but it is not yet profitable
.
Data show that the revenue in the first three quarters of 2022 was 219 million yuan, a year-on-year increase of 162.
3%; Net profit attributable to shareholders of listed companies was -199 million yuan
.
Remegen is an innovative pharmaceutical company, with a number of products under development in the R&D pipeline, and a large investment in R&D, with a total R&D investment of 213 million yuan during the reporting period, accounting for 97.
09%
of revenue.
According to the analysis of research reports of a number of securities institutions, Remegen focuses on original research and innovation, the core pipeline is ready to be launched, and overseas prospects are promising
.
InnoCare data shows that at the end of 2022, InnoCare's market value was 24.
895 billion yuan
.
Analysts said that InnoCare is a high-ranking company in innovative drugs, which can be forward-looking and achieve a win-win
situation of differentiation and commercial value.
The company is based on solid research in basic science and clinical science, and the clinical data of drugs have always been good
.
The company orelabrutinib is a second-generation BTK inhibitor that is expected to become a potential product in the "best in class
".
It is reported that at present, three BTK inhibitors have been approved in the domestic market, namely ibrutinib for Johnson & Johnson, zebratinib from BeiGene, and orelabrutinib
from InnoCare.
Although InnoCare's orelabrutinib is a latecomer to the market, it shows the potential
of "best in class" in terms of clinical data.
From the perspective of revenue, orelabrutinib is in a state of rapid expansion
.
In 2021, orelabrutinib achieved a total revenue of 241 million yuan, and its revenue in the first half of 2022 reached 217 million yuan
.
In addition, InnoCare entered into a cooperation agreement with Biogen to obtain the overseas commercialization rights
of orelabrutinib with an upfront payment of US$125 million and a milestone bonus of US$812.
5 million.
Microelectrophysiology Data shows that at the end of 2022, the market value of microelectrophysiology was 12.
457 billion yuan
.
According to the data, micro-electrophysiology has rich products in the field of cardiac electrophysiology, and is a domestic manufacturer
that can provide complete solutions for three-dimensional cardiac electrophysiology equipment and consumables.
Its 3D RF catheter revenue accounted for 40.
3%
in 2021 from 26.
1% in 2017.
The third generation of Columbus three-dimensional mapping system independently developed by microelectrophysiology was launched in 2020, which is a domestic magnetoelectric dual positioning mapping system approved for marketing, with an average positioning accuracy error of < 1mm, which has obvious technical advantages
.
At present, the company has completed more than 30,000 electrophysiological interventional procedures
worldwide.
The industry expects that in the future, the company's Columbus is expected to continue to drive the company's revenue to exceed 500 million yuan by 2024
.
The analysis pointed out that the electrophysiological intervention market is growing rapidly, and the localization space is huge
.
For patients with arrhythmias such as atrial fibrillation, electrophysiological surgery has obvious advantages over drug treatment, and the domestic electrophysiological market will maintain rapid growth
in the future.
Data show that the domestic electrophysiological device market size will be close to 8 billion yuan in 2021, and the historical compound growth rate from 2015 to 2021 will exceed 30%.
。 In addition to the above enterprises, there are as many as 15 pharmaceutical companies with a market value of less than 10 billion yuan, including PharmaBio (9.
861 billion yuan), Heyuan Biotechnology (9.
4 billion yuan), Yifang Biotechnology (7.
636 billion yuan), Sinotherapeutics (7.
593 billion yuan), Mengke Pharmaceutical (5.
805 billion yuan), Mabwell (5.
774 billion yuan), nearshore protein (5.
333 billion yuan), Bide Pharmaceutical (5.
333 billion yuan), Hitron Pharmaceutical (3.
992 billion yuan), Shanwaishan (3.
657 billion yuan), and First Drug Holdings (3.
611 billion yuan), Kangwei Century (3.
314 billion yuan), Mai Lande (3.
260 billion yuan), Sailun Biotechnology (2.
282 billion yuan), Rendu Biotechnology (1.
869 billion yuan).
Disclaimer: Under no circumstances does the information or opinions expressed herein constitute investment advice
to anyone.
