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On March 8, a record form of investor relations activities released by Panlong Pharmaceutical showed that the company accepted 12 institutional investigations on March 8, 2022; on the same day, Jiudian Pharmaceutical also issued an announcement stating that the company would On March 8, 2019, 8 institutions were surveyed; Yingkang Life released a record form of investor relations activities on March 7, and the company received 39 institutional surveys on March 3, 2022.
.
.
You can see Until recently, the pharmaceutical and biological industry is still the focus of institutions
.
Pharmaceutical industry (Source: Pharmaceutical Network) Flush data shows that in the past month, 65 listed companies in the pharmaceutical and biological industry have been investigated 101 times by institutions
.
A number of companies have obtained more than 200 institutional investigators, including Mindray Medical, Junshi Bio, and Huadong Medicine
.
Junshi Bio: received more than 800 institutional surveys.
Among them, Junshi Bio received most of the institutional surveys.
The company received institutional surveys from February 1st to 9th, February 12th, and February 23rd to March 1st.
The number of institutions surveyed exceeds 800, including not only large institutions such as Hillhouse, Aobo, Gao Yi, and Ruiyuan, but also competing companies such as Simcere Pharmaceuticals and Tengsheng Biopharmaceuticals
.
The issues of concern to the agency mainly revolve around the company's blockbuster oral drug VV116 and toripalimab, which is about to be tested by the FDA
.
It is reported that Junshi Bio’s toripalimab has completed the rolling submission of two BLAs for first-line and second-line therapies for nasopharyngeal cancer to the FDA in September 2021, of which the first-line indications are based on the JUPITER-02 study, which is an international multi-disciplinary study.
Central clinical research (mainly oriental population); second-line and above indications are based on POLARIS-02 research, and the clinical trial area is in China
.
The industry believes that after Innovent Bio’s PD-1 was rejected, toripalimab is expected to become the first domestic PD-1 approved in the United States, so it is more concerned about it
.
Mindray Medical: In addition to Junshi Biotechnology, Mindray Medical received 650 institutions on February 11, February 14-18, and February 21-25 in the past month, a total of 650 were received.
Institution 1592 participants
.
According to statistics, since 2022, Mindray Medical has received the attention of 914 institutions
.
It can be seen that the company is also favored by institutions
.
Mindray Medical is a domestic medical device company.
Its main business covers life information and support, in vitro diagnosis, and medical imaging.
The track where the company is located has a high degree of prosperity
.
Judging from the issues that institutions pay attention to Mindray Medical, it mainly includes how the company will plan its future business layout, the impact of medical insurance policies on the IVD industry, and the confidence of the company's future performance goals
.
Among them, on the issue of medical insurance policy, Mindray Medical believes that the medical insurance policy will not reduce the amount of testing in hospitals, and based on the irreversible macro factor of population aging, the amount of testing will continue to maintain a stable growth in the future
.
Huadong Medicine: Over 300 Institutional Research Companies Huadong Medicine received a relatively high frequency of research in the past month, and received 245 and 70 institutions on February 10 and March 1, respectively
.
The types of institutions are QFII, insurance companies, others, fund companies, overseas institutions, securities companies, and sunshine private equity institutions
.
Among them, Sequoia Capital has been featured in many surveys
.
The institution mainly pays attention to the progress of the two innovative drug BDs of Huadong Medicine at the end of February 2022, and iFLYTEK's response to the problem of the learning machine terminal
.
It is reported that on February 22, Sino-US Huadong, a wholly-owned subsidiary of Huadong Medicine, and Kiniksa announced their cooperation to obtain the licenses of two of Kiniksa’s innovative products in the field of autoimmunity, Arcalyst and Mavrilimumab, in 24 Asia-Pacific countries and regions
.
On February 27, the company signed an agreement with Heidelberg Pharma, a German biopharmaceutical company.
The company held a total of 35% of the shares of Heidelberg Pharma for 105 million euros and became its second largest shareholder.
.
At the same time, the company obtained the exclusive rights to develop, select, and commercialize the latter four products, including the exclusive rights to develop and commercialize two products under development, HDP-101 and HDP-103, in 20 Asian countries and regions.
The exclusive right to choose the other two products under development, HDP-102 and HDP-104, and the right to negotiate first for two follow-up products under development
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
.
.
You can see Until recently, the pharmaceutical and biological industry is still the focus of institutions
.
Pharmaceutical industry (Source: Pharmaceutical Network) Flush data shows that in the past month, 65 listed companies in the pharmaceutical and biological industry have been investigated 101 times by institutions
.
A number of companies have obtained more than 200 institutional investigators, including Mindray Medical, Junshi Bio, and Huadong Medicine
.
Junshi Bio: received more than 800 institutional surveys.
Among them, Junshi Bio received most of the institutional surveys.
The company received institutional surveys from February 1st to 9th, February 12th, and February 23rd to March 1st.
The number of institutions surveyed exceeds 800, including not only large institutions such as Hillhouse, Aobo, Gao Yi, and Ruiyuan, but also competing companies such as Simcere Pharmaceuticals and Tengsheng Biopharmaceuticals
.
The issues of concern to the agency mainly revolve around the company's blockbuster oral drug VV116 and toripalimab, which is about to be tested by the FDA
.
It is reported that Junshi Bio’s toripalimab has completed the rolling submission of two BLAs for first-line and second-line therapies for nasopharyngeal cancer to the FDA in September 2021, of which the first-line indications are based on the JUPITER-02 study, which is an international multi-disciplinary study.
Central clinical research (mainly oriental population); second-line and above indications are based on POLARIS-02 research, and the clinical trial area is in China
.
The industry believes that after Innovent Bio’s PD-1 was rejected, toripalimab is expected to become the first domestic PD-1 approved in the United States, so it is more concerned about it
.
Mindray Medical: In addition to Junshi Biotechnology, Mindray Medical received 650 institutions on February 11, February 14-18, and February 21-25 in the past month, a total of 650 were received.
Institution 1592 participants
.
According to statistics, since 2022, Mindray Medical has received the attention of 914 institutions
.
It can be seen that the company is also favored by institutions
.
Mindray Medical is a domestic medical device company.
Its main business covers life information and support, in vitro diagnosis, and medical imaging.
The track where the company is located has a high degree of prosperity
.
Judging from the issues that institutions pay attention to Mindray Medical, it mainly includes how the company will plan its future business layout, the impact of medical insurance policies on the IVD industry, and the confidence of the company's future performance goals
.
Among them, on the issue of medical insurance policy, Mindray Medical believes that the medical insurance policy will not reduce the amount of testing in hospitals, and based on the irreversible macro factor of population aging, the amount of testing will continue to maintain a stable growth in the future
.
Huadong Medicine: Over 300 Institutional Research Companies Huadong Medicine received a relatively high frequency of research in the past month, and received 245 and 70 institutions on February 10 and March 1, respectively
.
The types of institutions are QFII, insurance companies, others, fund companies, overseas institutions, securities companies, and sunshine private equity institutions
.
Among them, Sequoia Capital has been featured in many surveys
.
The institution mainly pays attention to the progress of the two innovative drug BDs of Huadong Medicine at the end of February 2022, and iFLYTEK's response to the problem of the learning machine terminal
.
It is reported that on February 22, Sino-US Huadong, a wholly-owned subsidiary of Huadong Medicine, and Kiniksa announced their cooperation to obtain the licenses of two of Kiniksa’s innovative products in the field of autoimmunity, Arcalyst and Mavrilimumab, in 24 Asia-Pacific countries and regions
.
On February 27, the company signed an agreement with Heidelberg Pharma, a German biopharmaceutical company.
The company held a total of 35% of the shares of Heidelberg Pharma for 105 million euros and became its second largest shareholder.
.
At the same time, the company obtained the exclusive rights to develop, select, and commercialize the latter four products, including the exclusive rights to develop and commercialize two products under development, HDP-101 and HDP-103, in 20 Asian countries and regions.
The exclusive right to choose the other two products under development, HDP-102 and HDP-104, and the right to negotiate first for two follow-up products under development
.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to anyone
.
