461 pharmaceutical companies compete! The net profit of 23 companies exceeded 2 billion

As of October 31, a total of 461 A-share pharmaceutical companies disclosed their performance in the third quarter of 2022, and more than 40% of their performance (revenue and net profit) both increased
.
From the perspective of net profit, 23 companies exceeded 2 billion yuan, Jiuan Medical became the "growth king" with 16 billion yuan, WuXi AppTec, Wantai Biologics, Clarion, Renfu Pharmaceutical, etc.
doubled, in addition, more than 60 companies lost money; In terms of revenue, 37 companies exceeded 10 billion yuan, led by Shanghai Pharmaceutical and Jointown; From the perspective of gross profit margin, 14 companies exceeded 90%.

It is worth noting that BeiGene and InnoCare disclosed their results on November 12 and 14
, respectively.

 

23 companies have a net profit of more than 2 billion, Kelleying, Renfu.
.
.
Double

 

A-share pharmaceutical companies with net profits exceeding 2 billion yuan in the first three quarters of 2022 (100 million yuan)

 

From the perspective of net profit, 23 companies exceeded 2 billion yuan, Jiuan Medical became the "growth king", the net profit soared to 16 billion yuan, WuXi AppTec, Wantai Biologics, Clarion, Renfu Pharmaceutical, etc.
doubled, in addition, more than 60 companies lost money
.

 

In the first three quarters of 2022, Mindray's revenue was RMB23.
296 billion and its net profit was RMB8.
102 billion, a year-on-year increase of more than 20%, and its net profit has exceeded that of the whole year
of 2021.
Mindray said that in terms of regional dimensions, with the gradual arrival of local government medical special funds in the first half of the year, the promotion of new medical infrastructure continued to make an important positive contribution to the growth of the domestic market, and the impact of the epidemic on routine business in the third quarter improved compared with the second quarter, and the domestic market achieved rapid growth
.
In addition, substantial progress has been made in the breakthrough of high-end customers in overseas markets, among which North America and developing countries have grown rapidly
.
In terms of production line dimension, benefiting from the complete recovery of overseas routine reagent business and the bright installation performance of blockbuster instruments, the in vitro diagnostic business achieved rapid growth, of which chemiluminescence led the growth
.
The rapid launch of the new high-end ultrasound R series and the new mid-to-high-end ultrasound I series have brought breakthroughs in high-end customer groups at home and abroad, resulting in the rapid growth
of medical imaging business.
Through the continuous promotion of new domestic medical infrastructure and overseas high-end breakthroughs, the life information and support business maintained a good growth trend, and the growth rate increased quarter-on-quarter, of which the minimally invasive surgery business doubled
.

 

In the future, the company will continue to focus on the three major business areas, actively expand the seed business with high growth potential, comprehensively strengthen product research and development innovation, accelerate the reform of the international marketing system and deepen the construction of overseas localization, seize the major opportunities of new domestic medical infrastructure and comprehensive high-end breakthroughs overseas, and continue to enhance the company's product competitiveness and market penetration; At the same time, we will continue to improve the quality of internal management, improve operating efficiency, and achieve long-term sustained and healthy growth
of revenue and net profit.

 

In the first three quarters of 2022, Kelleying's revenue was 7.
812 billion yuan and net profit was 2.
721 billion yuan, doubling
both revenue and net profit growth.
In recent years, the company's performance has grown rapidly, and the "two-wheel drive" strategy has been effectively promoted, of which the revenue of small molecule business in the first three quarters was 7.
136 billion yuan, a year-on-year increase of 168%, and the revenue of emerging business in the first three quarters was 671 million yuan, a year-on-year increase of 154%; The domestic market entered the harvest period, with revenue of 1.
09 billion yuan in the first three quarters, a year-on-year increase of 160.
7%.

 

On the same day, Clarion also disclosed that the company and its subsidiaries intend to use no more than 2.
8 billion yuan (or equivalent foreign currency) of idle own funds to purchase high-security and liquid wealth management products
.
Kelleying said that the reasonable and moderate purchase of low-risk financial products by the company and its subsidiaries can improve the efficiency of capital use and obtain certain investment income, which is conducive to further improving the overall performance level of the company and obtaining more returns
for the company and shareholders.

 

37 companies have a revenue of more than 10 billion, led by Shanghai Pharmaceutical and Jointown

 

A-share pharmaceutical companies with revenue of more than 10 billion yuan in the first three quarters of 2022 (100 million yuan)

 

In terms of revenue, 37 pharmaceutical companies exceeded 10 billion yuan
.
Among them, Shanghai Pharmaceutical and Jointown led by two 100 billion leaders, and 19 companies such as Da Shenlin, Zhifei Biotechnology, and Taiji Group all grew by more than 10%.

 

Shanghai Pharmaceutical's performance has repeatedly reached new highs, with revenue exceeding 170 billion yuan in the first three quarters of this year, a year-on-year increase of 8.
47%.

Among them, the revenue of the pharmaceutical industry was 19.
793 billion yuan, a year-on-year increase of 5.
35%; With an investment of 1.
692 billion yuan in R&D, the company currently has 53 new drug pipelines that have been accepted for clinical applications and entered the clinical research stage, including 43 innovative drugs and 10 improved new drugs
.
Among the innovative drug pipelines, 8 have been in the pivotal research, clinical phase III and follow-up research stages
.
In addition, in the third quarter, 2 new varieties (2 specifications) were evaluated, and the cumulative number of evaluations increased to 46 varieties (68 specifications), ranking in the forefront
of the industry.
Pharmaceutical commercial revenue was 154.
819 billion yuan, a year-on-year increase of 8.
89%.

In addition to focusing on building an innovative drug service platform and providing one-stop management services for the whole supply chain covering four major fields of pre-market cooperation, import and export services, national distribution, and innovation and value-added for innovative products of global pharmaceutical enterprises, the company also actively deploys the "Internet +" pharmaceutical business technology platform
.
It is worth mentioning that the company ranked 12th among the top 100 Shanghai enterprises in 2022 and 4th among the top 100 Shanghai manufacturing enterprises in 2022, and continued to maintain its leading position
.

 

Jointown's revenue in the first three quarters exceeded 100 billion yuan for the first time, a year-on-year increase of more than 10%.

Among them, the revenue in the third quarter increased by 16.
10% year-on-year, and the growth rate accelerated
in a single quarter.
Jointown said that the company has successfully promoted key projects
such as the Wandian Alliance, Bb/BC warehouse and distribution integration, power health, and digital transformation.
At the same time, the general generation brand promotion, pharmaceutical retail and digital pharmaceutical distribution and other businesses have maintained rapid growth, driving the improvement of the company's overall operating performance and accelerating the transformation and upgrading
of its main business and business model.
In addition, the company signed cooperation framework agreements with East Sunshine Pharmaceutical, Haisen Biologics, etc.
, to improve the coverage of retail terminals and the accessibility of
drugs to patients outside the hospital through efficient commercialization capabilities.

 

14 companies have a gross profit margin of more than 90%, and pharmaceutical companies on the science and technology innovation board are flocking to the board

 

A-share pharmaceutical companies with gross profit margins of more than 90% in the first three quarters of 2022

 

From the perspective of gross profit margin, 14 pharmaceutical companies exceeded 90%.

Among them, 10 companies such as Mabwell, China Cell and Ellis are all from the science and technology innovation board, and Tibet Pharmaceutical is the only Chinese medicine company
.

 

Mabwell is an innovative biopharmaceutical enterprise with a gross profit margin of 99.
67% in the first three quarters, winning the throne
of gross profit margin.
The company has always maintained a high R&D investment, and the total R&D investment in the first three quarters of 2019 to 2022 has exceeded 2 billion yuan
.
Recently, Mabwell has reported that the clinical trial applications of two Class 1 new drugs, 6MW3211 injection and 9MW3011 injection, have been accepted
.
Among them, 9MW3011 injection is an innovative target monoclonal antibody, and its indications are intended to include a variety of diseases classified as rare diseases in different regions of the world, such as β-thalassemia, polycythemia vera and other ironostatic related diseases
.
At present, there is no mature and effective treatment or drug in the field of related indications, and the product is expected to obtain orphan drug designation in the future and become the world's first macromolecular drug
that regulates iron homeostasis in vivo.