2020 Medicine is still in a policy-intensive phase, and it is recommended to focus on this thematic route

　　Pharmaceutical Network Market Analysis: Since 2018, the pharmaceutical industry policy direction has been clear, the industry expects the pharmaceutical industry in 2020 is still in the stage of policy-intensive promotion And with the development of the second round of collection, as well as the third round of national collection or will be quickly started, over-rated enterprises, the varieties of 3 into the probability is greater The industry recommends avoiding the areas of policy suppression, adhere to the policy immunity and in line with the industry's development trends of the high-business business sub-sector leader, from the differentiation to find scattered beads
Among them, the innovation industry chain has become one of the main lines of future development Analysts said that with the improvement of technical strength and the improvement of the approval environment, China's pharmaceutical industry ushered in the harvest period of independent innovation, while activating the CRO, CMO and other related outsourcing industry chain, focusing on the recommendation of Pharmaceutical Stony Technology, Kelein, Anke Bio, Koren Pharmaceuticals and so on
Pharmaceutical Technology Pharmaceutical Stone Technology is a high-tech enterprise in the field of biopharmaceutical technology, the company by virtue of its technical advantages in chemical synthesis, combined with a deep understanding of drug research and development, in the field of small molecule drug research and development to provide innovative chemical products and related technical services The company's main business includes the design, synthesis and sale of drug molecular blocks, the process development, pilot, commercial production and sales of key intermediates, and the development of pharmaceutical molecular blocks and technical services related to process production
The company's products are different from the traditional CRO company, the company's drug molecular blocks are mostly independent research and development, not subject to intellectual property confidentiality provisions, can be supplied to a number of customers at the same time
From the performance of previous years, the performance of Oshi technology is very beautiful, total revenue growth rate for 6 consecutive years to maintain more than 30%, and the return on net assets also basically remained at more than 20% In addition, on March 31, the Company disclosed its 2019 financial results showing total operating income of 660 million yuan, up 38.5% YoY, and net profit of 150 million yuan, up 14% YoY
In 2020, Carlyle will take new businesses such as chemical macromolecules, biotechnology, clinical CRO services, and biomacromolecules as an important strategic layout for the future development, and constantly improve its integrated service capabilities Relying on the competitive advantage of small molecule CDMO business, customer resources, the company continues to develop in the fields of peptide drugs, ADC drug linker, oligonucleotides, polysaccharides/polyamide and other polymer drugs, and a number of projects will also enter the stage of validation production The industry expects that in 2020-2022, Carlyle's net profit will be RMB7.20/9.25/1190 million yuan, respectively, up 30%/29%/29% YoY
It is reported that in 2019, Kailaiying increased the introduction of talent and research and development investment, funnel project ladder is becoming more reasonable, clinical project reserves further enriched, performance growth momentum is strong; In 2019, Carlyle achieved net profit of operating income/home ownership/deducted non-maternal net profit of RMB2,460 million/554 million yuan/489 million yuan, respectively, an increase of 34.07%/29.32%/32.50% YoY The results were in line with expectations and continued to be high
Anke Bio's current research and development pipeline focuses mainly on biological products, mainly around the existing product upgrade research and development, tumor CAR-T cell therapy drugs, tumor virus targeted gene therapy, tumor precision detection, forensic testing and other products research and development, mainly focused on growth and development, antiviral, biological testing and tumor treatment and other fields
It is worth noting that the company's growth hormone is expected to maintain a high growth trend: on the one hand, the company at the sales end of the strong investment, and the product competition pattern is good;
At present, the company's growth hormone powder needle and water needle have been listed, long-acting growth hormone has completed clinical research, to be declared production; HER-2 monoantigen and VEGF monoantigen are in the 3stage clinical, PD-1 monoantigen is in the clinical phase 1 study, CAR-T approved clinical The industry believes that, with the formation of the "biopharmaceuticals and genetic sequencing and tumor immunotherapy" pattern, the company is expected to gradually become the domestic "biotherapy" field leader It is forecast that the company's net profit for 2020-2022 will be 4.21/499/607 million yuan, respectively
Colum Pharmaceuticals Colum Pharmaceuticals has always put research and development, innovation talent introduction at a strategic high position The company comprehensively promotes the layout of the research and development pipeline, builds a more strategic depth and risk-resistant product line, and strengthens the cluster advantages of tumor, intestinal nutrition, anti-infection and other fields
It is reported that in the seven years since the transformation from "infusion king" to multi-driven innovative pharmaceutical companies, Curran has launched nearly 500 drug research for domestic and foreign markets around the unmet clinical needs, new targets for diseases and new technology developments in China Today, Curran is building the driving force of the enterprise base through the construction of the research and development system and diversified technological innovation
2020 marks the 10th anniversary of The Ont., the 10th anniversary of Colum Pharmaceuticals' launch to the capital market The national medical reform three medical linkage (medical, medical, pharmaceutical) system is having a far-reaching impact on the industry, a series of industry policies profoundly changed the market pattern and the future development of enterprises, industrial opportunities began to gradually focus on industry leaders, accelerate industrial innovation and upgrading.