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    Home > Medical News > Latest Medical News > Behind the most cattle concept in history, "long-lived medicine", Buffett cast the wrong pressure on Li Ka-shing, A-share raw material suppliers to take the counterattack.

    Behind the most cattle concept in history, "long-lived medicine", Buffett cast the wrong pressure on Li Ka-shing, A-share raw material suppliers to take the counterattack.

    • Last Update: 2020-07-29
    • Source: Internet
    • Author: User
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    Guide: Long-lived not old concept network burst red, is to buy medicine or buy sharesWhat !----? Long life is not old medicine? Just stepped into the bull market of A-shares, have been fired mythical themes? You are not wrong, is the real can let people return to the young "not old medicine." But unlike the legendary Sendan, this time the cat sister to talk about the "not old medicine" is the research results of Harvard Medical School, around the mysterious mechanism behind it, scientists have been quietly studied for more than a hundred years, only four years ago to bring this amazing product from the laboratory to the commercial communityIt is also this short 4 years, the progress of science and technology will be this "non-old medicine" from the extremely expensive "rich xiandan" gradually into the general public can reach the health care products, and even be able to put on the JD.com, Taobao and other online shopping mallsMost importantly, A-shares are the only companies that can produce this "non-old medicine" in Jindawe (002626SZ), the stock price trend since the beginning of the year is this: the human desire for life has created such a "long-lived medicine" concept stock through the bulls and bearsWhat are the stories of science and wealth hidden behind what sounds like incredible products? The magic of the "not old medicine", anti-diabetic Alzheimer's disease can also cure the new crown so-called "non-old medicine" NMN Nicotin (non-old medicine" (NMN" (the Chinese name is beta-nicotinamide mononucleotide, according to the current research results, the effect of this substance on the human body is really somewhat magicalNMN is a precursor to NAD plus (nicotinamide adenine dinucleotides, or coenzyme I, Noga factors), widely present in mammals and can produce NAD plus in the human bodyNAD plus is a key substance that can really affect the human body, according to medical clinical research in related fields, NAD plus is the most important coenzyme of redoxalyse in the human body, participating in a variety of biochemical reactions, plays a key role in cellular energy metabolismSince the discovery of NAD plus in 1904, the scientific community has not stopped its research on itFor more than 100 years, scientists have discovered the role of NAD plus in repairing DNA, activating the human longevity protein Sirtuin, regulating the body's biological clock, repairing hearing impairment, treating Alzheimer's disease, and treating diabetesOver the past 100 years, research in the field of NAD plus has appeared three times in Nobel Prize-winning studies, namely the Nobel Prize in Chemistry in 1929, the Nobel Prize in Medicine in 1931 and the Nobel Prize in Physiology/Medical In 2017NMN, as an important precursor of NAD plus, is also the "raw material" for human synthesis of NAD plusThe human body can not directly ingest NAD plus, but can improve the amount of NAD plus in the body by ingesting NMNDavid ASinclair, a tenured professor at Harvard Medical School, is one of the most authoritative researchers in the field and a big supporter of NMNIn 2013, David ASinclair first discovered the aging inhibitory effect of NMN, demonstrating that supplementation with NMN can effectively increase and restore NAD-plus levels in the body, significantly delay aging and prevent a variety of neuronal degenerative diseases such as Alzheimer's diseaseDavid ASinclair, pictured in 1969 and pictured in 2019, after a two-year experiment, confirmed that taking NMN could extend the life span of experimental mice by 30 percentAfter a long period of use of NMN, he claims to be 30 years youngerDavid ASinclair's research on anti-aging and NAD-plus has been published in the top scientific journals Science, Nature, and CellWith David ASinclair's research, humans are finally able to make a truly old-fashioned drugEnterprises that have mastered NMN preparation technology knock on the door of wealthIn 2016, Shinkowa, a Japanese company, pioneered the production of NMN products under the brand name MiraiLabSince clinical evaluation showed that the effective oral dose of NMN was 200 mg/day, Shinkowa's cost of taking it was tens of thousands of yuan per month, a veritable "rich fairy." Li Tried NMN in 2016 and found anti-aging drugs profitable, so he invested $25 million in Chromadex, the maker of NR productsIn September 2017, an anti-aging product called NTUNIAGEN appeared on Watson's shelves in Hong KongHowever, NR is the raw material of NMN, its effect on the human body NAD plus is not as direct as NMN products, so after the price of NMN products fell, the sales of NR products have been affectedIn the field of investment in science and technology, Li Superman's vision is not as good as the stock god BuffettIn 2018, U.Scompany Herbalmax achieved the production of NMN by enzyme catalysis, reducing the cost of NMN by 95 percent, and the base NMN product it launched in 2019 has been priced as low as $250Previously, Herbalmax had secured a partnership with McLane, Mr Buffett's supply chain giant Gene Harbor, a Hong Kong-based company, has developed technology for the industrialproduction of NMN At present, the world's more mainstream NMN manufacturers are the above three companies, their goods have entered China Now JD.com buys six boxes of Hong Kong Gene Port NMN products Ai Mu Yinwei also sent a bottle of Maotai From left to right: In addition to the growing maturity of commercialization, The NmN seems to have more magical features to discover According to Great Wall Securities analyst Liu Peng, a M.D at Harvard University, a patient with new crown pneumonia tested negative after 10 days of NMN-based cocktail therapy and was successfully discharged from the hospital The old concept of new speculation, "not old medicine" prospects? On July 8th, Doctor's Best, a U.S subsidiary of Jindawe, launched its own NMN product on Tmall for 1,599 yuan On the second day of the HITN product, Jindawe's share price began to rise like a "wind and wave" Not only the real owner of the new product sundai, but also The Yakumoto Chemical (300261.SZ), which is building a NMN production project, Red Sun (000525.SZ), a company that produces NMN raw material salinamide, and Fengyuan Pharmaceuticals (000153 Companies such as SZ and Brother Technology (002562.SZ) also rose In fact, this is not the first time NMN products have landed in China, the world's mainstream NMN brand Even strictly speaking, it is not the first "Chinese" company to sell NMN products, and Hong Kong's GenePort has long started producing NMN products, which are currently among the lowest prices in their class NMN products are currently in the initial stage in China, because of the higher threshold of product consumption before, the price strength to discourage a large number of consumers, so failed to form an impact among the vast number of consumers However, China's vast population base and the trend of aging population, but also lead to capital for NMN is full of infinite imagination The main factor behind the high price of NMN products is the high difficulty of mass production of high purity NMN In the research stage, the method of preparing NMN is mostly present in the laboratory, and the technology of mass production of NMN and the institutional certification of the location of the market become the main threshold for enterprises to enter the NMN industry The prices of different brands of NMN products on the market are almost always determined by their production cost, and Shinkowa's yeast fermentation production process produces the lowest yield and therefore the highest prices GenePort and Herbalmax, on the other hand, have pioneered relatively low-cost products because of the higher yield of enzyme catalytic preparation And Jindawe's NMN products from the price point of view, did not achieve a further breakthrough in production technology At present, academia and industry are studying more efficient NMN preparation methods, the future of this "not old medicine" will also be popular day After all, David A Sinclair, the original NMN academic, told The Mail in 2018 that he could live to 150 years old by 2020 for "one cup of coffee a day." Raw material suppliers in the face of the surge in stock prices, Jindawe on July 15 issued a notice to "de-myth", said that "not old medicine" is not the company's main products, please do not blindly chase up But when it comes to saying no, Jindawe's body is honest While talking about investors focusing too much on NMN products, they also put links to Tmall's flagship store in the announcement There are two words between the lines, that is, "buy it!" "。 In fact, Jindawe only entered the health care industry in 2014, before it was only a raw material supplier to the health care industry, producing coenzyme raw materials for U.S health care companies and providing vitamin A additives to the feed industry The biggest problem with the raw materials business is that prices are affected by the demand and upstream capacity of downstream producers, with large fluctuations in gross margins and cyclical itys in the industry Judging from the raw materials business revenue of Jindawe since 2013, on the one hand, the size of its product sales is relatively fixed, there is no room for growth On the other hand, the business income of raw materials is affected by the price of more than the impact of production and sales, the enterprise's ability to control income is weak, succumbing to industry price fluctuations In order to get rid of the raw materials supplier, Jindawe has been entering the downstream health care industry since 2014 At first, Jindawe's strategy was to build its own brand, Jin Lexin However, the health care industry for enterprise brand building capacity requirements are higher, Jindawe changed strategy to buy has matured, has a stable market health care products brand In December 2014, Jindawe acquired a 51 percent stake in Doctor's Best, a US health care company, and has since gradually increased its stake to 97 percent In 2015, Jindawe acquired the main operating assets of Viatech of the United States, and in 2016 acquired a 65% stake in Singapore's VK and a 65% stake in Singapore's PH Through the extended growth, Jindawe health care products business revenue has been steadily increased It turns out that these acquired brands have also developed better after the handover, with revenue from Jindawe Health Care Products' business reaching RMB1,687 million in 2019, a growth rate of 82.58 percent, of which RMB 650 million came from Doctor's Best, a subsidiary that contributed 908.87 million yuan in net profit At present, the overseas health care market has become the main source of income for Jindawe, with overseas sales accounting for 78.19% in 2019 However, the downstream development does not appear to have brought a significant increase in the gross margin of enterprises, from 2016 to 2019, the proportion of revenue of the health care business increased from 38.03 percent to 52.86 percent, jindawi overall gross margin increased from 21.19 percent to 25.72 percent From raw material suppliers to "non-old medicine" manufacturers, Jindawe has spent six years on a head-butd edifold At the same time, JinDawei is also a very "real" listed company, the annual dividend is very generous Between 2017 and 2019, Jindawe's cash dividend amounted to 52.02 percent, 71.54 percent and 81.2 percent of the net profit of listed companies, respectively It's really done "go rich and rich, don't forget." Cat sister touched the pocket, in the face of the magic of life can be extended "not old medicine", and successfully produced "not old medicine" concept stock, whether it should buy "Sendan", or should buy stock?
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