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According to incomplete statistics, as of March 25, a total of more than 60 listed companies have disclosed their forecasts for the first quarter of 2022, of which over 70% are pre-happy
.
Among the more than 60 listed companies, 12 are pharmaceutical and biological companies, which belong to sub-sectors such as gene therapy, biological drugs, medical devices, and ophthalmology
.
Among them, there are 5 companies with pre-increase in net profit
.
In general, listed pharmaceutical companies that have disclosed their first-quarter performance forecasts had mixed results
.
Among the 12 pharmaceutical and biological companies, from the perspective of net profit valuation, 9 companies are expected to make profits, and 3 companies are expected to lose money
.
Among them, there is one company with a profit of over 100 million yuan, which is Kelun Pharmaceutical.
The company expects that the net profit attributable to shareholders of the listed company in the first quarter of 2022 will be about 263 million yuan to 298 million yuan; there are 4 companies with a profit of more than 10 million yuan, including Rendu Biology, Dongbao Biology, Heyuan Biology, Zuoli Pharmaceutical
.
Companies that are expected to lose net profit in the first quarter of this year include Haichuang Pharmaceutical, Shouyao Holding, and Rongchang Biology
.
Among them, Rongchang Bio lost more serious losses.
The company expects to obtain a net profit of -445 million to -329 million in the first quarter of this year
.
From the perspective of changes in performance, five pharmaceutical companies have achieved positive growth in net profit, namely Dongbao Bio, Kelun Pharmaceutical, He's Ophthalmology, Sailun Bio and Zuoli Pharmaceutical
.
Among them, Dongbao Biology has a year-on-year increase of more than 100% in net profit.
It is expected that the net profit attributable to the parent in the first quarter of 2022 will increase by 332.
09%-461.
71% year-on-year
.
In addition, the net profit increased by more than 50% year-on-year for Zuoli Pharmaceutical and Kelun Pharmaceutical
.
As far as the pharmaceutical companies with pre-increased net profit are concerned, the increase in net profit was mainly driven by the increase in sales of related products and the increase in product prices.
.
For example, during the reporting period, Dongbao Bio benefited from the steady development of the gelatin series product business, the market demand was improving, the sales revenue achieved further growth compared with the same period of the previous year, the profitability increased significantly year-on-year, and the sales profit increased; In the quarter, by fully expanding the market of infusion and non-infusion preparation products, and continuously optimizing the product structure, the sales revenue and gross profit of infusion and non-infusion preparation products increased year-on-year.
Product prices rose year-on-year, and revenue, gross profit and profit increased year-on-year; Zuoli Pharmaceutical also achieved rapid growth in the operating income of its main products Wuling Capsules, Bailing Tablets and Lingze Tablets during the reporting period
.
Some people are happy and some are worried.
In the first quarter of 2022, companies with a relatively obvious year-on-year decline in net profit include Rongchang Bio, Dayang Bio, and Shouyao Holding
.
Among them, Rongchang Bio is expected to have a year-on-year decrease of 142.
41%~79.
17% in net profit
.
Rongchang Bio is a company focusing on the field of therapeutic antibody drugs such as antibody drug conjugates (ADC), antibody fusion proteins, monoclonal antibodies and double antibodies.
Since no products have been launched before 2021, the company has continued to lose money for more than ten years
.
It is worth mentioning that in the aspect of "scientific research and innovation", the company has been making continuous efforts
.
From 2018 to 2020, the company's R&D investment was 216 million yuan, 352 million yuan, and 466 million yuan, accounting for 76.
02%, 76.
10% and 60.
97% of the total cost, respectively; the total R&D investment exceeded 1 billion yuan, and the compound annual growth rate was as high as 46.
70% %
.
At present, the company has 2 blockbuster products, Taitacept and Vidicitumumab, both of which have been included in the medical insurance catalogue, and are expected to receive large volumes in the future
.
In addition, the impact of the epidemic, the decline in product sales unit prices, and the increase in costs are also the reasons for the year-on-year decline in net profit of some pharmaceutical companies in the first quarter
.
Some listed pharmaceutical companies disclosed the first quarter performance forecast for 2020 Note: The data comes from the announcements of major companies, compiled by the pharmaceutical network Disclaimer: In any case, the information or opinions expressed in this article do not constitute an investment in anyone.
recommended
.
.
Among the more than 60 listed companies, 12 are pharmaceutical and biological companies, which belong to sub-sectors such as gene therapy, biological drugs, medical devices, and ophthalmology
.
Among them, there are 5 companies with pre-increase in net profit
.
In general, listed pharmaceutical companies that have disclosed their first-quarter performance forecasts had mixed results
.
Among the 12 pharmaceutical and biological companies, from the perspective of net profit valuation, 9 companies are expected to make profits, and 3 companies are expected to lose money
.
Among them, there is one company with a profit of over 100 million yuan, which is Kelun Pharmaceutical.
The company expects that the net profit attributable to shareholders of the listed company in the first quarter of 2022 will be about 263 million yuan to 298 million yuan; there are 4 companies with a profit of more than 10 million yuan, including Rendu Biology, Dongbao Biology, Heyuan Biology, Zuoli Pharmaceutical
.
Companies that are expected to lose net profit in the first quarter of this year include Haichuang Pharmaceutical, Shouyao Holding, and Rongchang Biology
.
Among them, Rongchang Bio lost more serious losses.
The company expects to obtain a net profit of -445 million to -329 million in the first quarter of this year
.
From the perspective of changes in performance, five pharmaceutical companies have achieved positive growth in net profit, namely Dongbao Bio, Kelun Pharmaceutical, He's Ophthalmology, Sailun Bio and Zuoli Pharmaceutical
.
Among them, Dongbao Biology has a year-on-year increase of more than 100% in net profit.
It is expected that the net profit attributable to the parent in the first quarter of 2022 will increase by 332.
09%-461.
71% year-on-year
.
In addition, the net profit increased by more than 50% year-on-year for Zuoli Pharmaceutical and Kelun Pharmaceutical
.
As far as the pharmaceutical companies with pre-increased net profit are concerned, the increase in net profit was mainly driven by the increase in sales of related products and the increase in product prices.
.
For example, during the reporting period, Dongbao Bio benefited from the steady development of the gelatin series product business, the market demand was improving, the sales revenue achieved further growth compared with the same period of the previous year, the profitability increased significantly year-on-year, and the sales profit increased; In the quarter, by fully expanding the market of infusion and non-infusion preparation products, and continuously optimizing the product structure, the sales revenue and gross profit of infusion and non-infusion preparation products increased year-on-year.
Product prices rose year-on-year, and revenue, gross profit and profit increased year-on-year; Zuoli Pharmaceutical also achieved rapid growth in the operating income of its main products Wuling Capsules, Bailing Tablets and Lingze Tablets during the reporting period
.
Some people are happy and some are worried.
In the first quarter of 2022, companies with a relatively obvious year-on-year decline in net profit include Rongchang Bio, Dayang Bio, and Shouyao Holding
.
Among them, Rongchang Bio is expected to have a year-on-year decrease of 142.
41%~79.
17% in net profit
.
Rongchang Bio is a company focusing on the field of therapeutic antibody drugs such as antibody drug conjugates (ADC), antibody fusion proteins, monoclonal antibodies and double antibodies.
Since no products have been launched before 2021, the company has continued to lose money for more than ten years
.
It is worth mentioning that in the aspect of "scientific research and innovation", the company has been making continuous efforts
.
From 2018 to 2020, the company's R&D investment was 216 million yuan, 352 million yuan, and 466 million yuan, accounting for 76.
02%, 76.
10% and 60.
97% of the total cost, respectively; the total R&D investment exceeded 1 billion yuan, and the compound annual growth rate was as high as 46.
70% %
.
At present, the company has 2 blockbuster products, Taitacept and Vidicitumumab, both of which have been included in the medical insurance catalogue, and are expected to receive large volumes in the future
.
In addition, the impact of the epidemic, the decline in product sales unit prices, and the increase in costs are also the reasons for the year-on-year decline in net profit of some pharmaceutical companies in the first quarter
.
Some listed pharmaceutical companies disclosed the first quarter performance forecast for 2020 Note: The data comes from the announcements of major companies, compiled by the pharmaceutical network Disclaimer: In any case, the information or opinions expressed in this article do not constitute an investment in anyone.
recommended
.
