"Biao" Hengrui, Zhengda Tianqing 15 pharmaceutical companies compete for the scientific and technological innovation board!

In July of last year, the highly concerned science and technology innovation board opened the market, setting off the A-share market According to statistics, in 2018, only 8 pharmaceutical companies landed in A-share market, down 80% year-on-year; in 2019, they recovered to 18, of which 15 were from science and technology innovation board In 2020, Tebo biology will take the lead in landing on the science and technology innovation board; three pharmaceutical enterprises, such as Zejing biology and Dongfang biology, will enter the subscription stage; the registration of baiaotai, which has the first copy of the world's "king of medicine", will take effect, Chengdu leader has submitted the registration, Nanxin pharmaceutical and Sanyou medical will pass the meeting, and the pharmaceutical stock will usher in a "good start" Pharmaceutical enterprises listed on A-share market in 2019 Note: total market value as of December 31, 2019 On November 8, 2019, Borui medicine officially landed on the science and technology innovation board According to the data, the company's main business income mainly comes from high-end chemical related products and technology income In the first three quarters of 2019, the revenue of Borui pharmaceutical was RMB 313 million, up 23.11% year on year; the net profit was RMB 63.77 million, up 54.15% year on year According to Borui, the main reason is that the sales revenue of pimecrolimus intermediates increased significantly compared with the same period of last year At the same time, through the cooperation project with customer medichem, the net profit share of pimecrolimus API sales is obtained After going public, Borui medicine has been frequently used, and the three heavyweight varieties have been approved one after another On January 14, 2020, Borui pharmaceutical announced that its subsidiary Xintai Pharmaceutical (Suzhou) Co., Ltd (hereinafter referred to as Xintai pharmaceutical) has obtained the approval document for drug registration of "carpofungin acetate for injection" According to the data of minenet, in 2018, the sales volume of kapofen net injection in China's public medical institutions exceeded 1.8 billion yuan, and listed enterprises included MSD, Hengrui medicine and Zhengda Tianqing pharmaceutical In addition, more than 10 enterprises, such as aosaikang, Hangzhou Zhongmei Huadong, and hisic, applied for production On November 28, 2019, Xintai pharmaceutical obtained the approval for drug registration of "esmeralazole sodium for injection" According to the data of mienei.com, in 2018, the sales volume of esmeralazole injection, the terminal of China's public medical institutions, exceeded 2.8 billion yuan, with 20 manufacturers including Yichang dongyangguang Changjiang Pharmaceutical Co., Ltd., Yangzi River Pharmaceutical Co., Ltd., Qilu Pharmaceutical Co., Ltd and Zhengda Tianqing Pharmaceutical Co., Ltd On November 22, Xintai Pharmaceutical Co., Ltd obtained the approval document for drug registration of fondaparinux injection Xintai Pharmaceutical Co., Ltd is the second approved domestic enterprise Before that, only aspen and Hengrui pharmaceutical in China obtained the production approval document for fondaparinux preparation It is worth mentioning that in June 2018, Xintai pharmaceutical signed the technology transfer contract of drug listing license holders with Jiangsu Zilong Pharmaceutical Co., Ltd (hereinafter referred to as Jiangsu Zilong Pharmaceutical Co., Ltd.) of Yangtze River Pharmaceutical Group It is agreed in the contract that Xintai pharmaceutical will transfer the production process of sulfondagangui sodium injection to Jiangsu Zilong Pharmaceutical Co., Ltd of Yangtze River by means of production technology transfer, and make Jiangsu Zilong Pharmaceutical Co., Ltd of Yangtze River become the holder of marketing license of the product At present, the contract is under implementation On August 12, 2019, micro core biology landed on the science and technology innovation board Since its establishment, the company has taken the "integrated drug discovery and early evaluation platform based on chemical genomics" as its core competitiveness, focused on metabolic diseases such as cancer, diabetes and autoimmune diseases, and committed to providing patients with affordable and clinically urgently needed innovative mechanism drugs In the first three quarters of 2019, the revenue of micro core biology was 129 million yuan, a year-on-year increase of 34.55%; the net profit was 20.83 million yuan, a year-on-year increase of 38.41% It is worth mentioning that the gross profit margin of micro core biology ranks first among the pharmaceutical enterprises of science and technology innovation board, reaching 96.09% In November 2019, micro core biology released a notice that the company's main product, xidaban, was renewed into the national medical insurance catalog It is understood that the main products of the company are all original new drugs with new molecular entities and novel mechanism of action discovered and developed independently Including the national class 1 original new drug sildabenzamine (trade name: epsiloxane ® / epidaza ®), which is the first subtype selective histone deacetylase (HDAC) inhibitor in the world In 2018, the sales revenue of sildabenzamine tablets accounted for 92.57% of the company's main business revenue; in addition, the national class 1 original new drug siliglitazone sodium, which has completed the phase III clinical trial, is the total It is the first PPAR agonist to complete phase III clinical trials, and the national first class original new drug theoroni, which has carried out multiple indications phase II clinical trials, is a novel multi-target and multi-channel selective kinase inhibitor with novel mechanism Some brokers pointed out that micro core biology will gradually have innovative drug product clusters in the fields of tumor, metabolism, autoimmunity and so on It is one of the few innovative pharmaceutical enterprises capable of developing new mechanism drugs in China, with strong pipeline innovation and large growth space In January 2019, Kanglonghua, another cro giant, officially entered A-share market after tiger pharmaceutical and Wuxi Pharmaceutical Co., Ltd In recent years, kanglonghuacheng's performance has grown rapidly From 2014 to 2018, its revenue increased from 790 million yuan to 2.908 billion yuan, and its net profit increased from 21 million yuan to 339 million yuan In the first three quarters of 2019, the revenue was 2.626 billion yuan, a year-on-year increase of 29.03%; the net profit was 328 million yuan, a year-on-year increase of 46.25% For performance growth, KANGLONG Huacheng said that the company's business plan was carried out in an orderly manner, and its main business revenue grew steadily in the first three quarters of 2019 The increase in profitability led to the corresponding growth in performance According to the data, Conlon chemical's customers cover the top 20 multinational pharmaceutical enterprises in the world, including AstraZeneca, MSD, Johnson & Johnson, Bayer, etc Recently, KANGLONG Huacheng announced that in order to optimize the asset liability structure of KANGLONG Tianjin, KANGLONG Shaoxing and Ningbo Science and technology, strengthen market competitiveness and promote its business development, the company plans to increase its capital to its affiliated KANGLONG Tianjin, KANGLONG Shaoxing and Ningbo Science and technology companies with its own funds The capital increase of KANGLONG in Tianjin is 200 million yuan After this capital increase, the registered capital of KANGLONG in Tianjin has increased from 420 million yuan to 620 million yuan The capital increase of KANGLONG in Shaoxing is 300 million yuan After this capital increase, the registered capital of KANGLONG in Shaoxing has increased from 100 million yuan to 400 million yuan The capital increase of Ningbo Science and technology is 775 million yuan After this capital increase, the registered capital of Ningbo Science and technology company has increased from 325 million yuan to 1.1 billion yuan Industry analysts pointed out that the proportion of R & D service outsourcing will continue to increase due to factors such as increased R & D investment cost, longer cycle and lower success rate In addition, as the domestic pharmaceutical industry has introduced policies to encourage innovation, the cro industry will enter a period of rapid development, and the advantages of leading enterprises such as Wuxi apptec, tiger pharmaceutical and KANGLONG chemical are expected to continue to expand New shares of scientific and technological innovation board pharmaceutical enterprises According to statistics, in 2017, 41 pharmaceutical enterprises landed in A-share market; in 2018, only 8, down 80% year-on-year; in July 2019, the scientific and technological innovation board officially launched, setting off the climax of the listing of biomedical enterprises Of the 18 pharmaceutical enterprises listed in the whole year, 15 were scientific and technological innovation board Just entering 2020, Tebo biology took the lead in landing on the science and technology innovation board; three pharmaceutical enterprises, such as Zejing biology and Dongfang biology, have entered the subscription stage; the registration of baiaotai has taken effect, Chengdu leader has submitted the registration, Nanxin pharmaceutical and Sanyou medical will pass the meeting, which will usher in a "good start" for pharmaceutical stocks The national innovative biomedical enterprise mainly engaged in the research and development, production and sales of recombinant proteins and long-term modified drugs, has developed and completed four biotechnological products for the treatment of viral hepatitis, malignant tumor and other diseases In 2016, the national class 1 new biological product, long-acting interferon pegabin, which was developed by the company for 14 years, was approved for listing, becoming the first 40 KD polyethylene glycol long-acting interferon α - 2b injection independently developed in China On November 20, 2019, the second biopharmaceutical industry company adopting the fifth set of listing standards, baiaotai, passed the meeting successfully On January 15, 2020, the audit status was updated to registration and became effective Prior to the meeting of Zejing biology, it opened the listing channel for unprofitable enterprises on the science and technology innovation board As the second unprofitable enterprise that launched an impact on the science and technology innovation board, baiaotai still received market attention According to the data, from January 2016 to June 2019, the accumulated loss of baiaotai exceeded 1.6 billion yuan The reason for such a large-scale loss is mainly due to R & D investment and equity incentive One product of baiaotai has been approved for marketing and 20 products are mainly under research, among which four products are in phase III clinical research stage, one product is in phase II clinical research stage and four products are in phase I clinical research stage Among them, adalimumab bat1406 was approved for marketing in November 2019, and the approved indications are ankylosing spondylitis, rheumatoid arthritis and psoriasis It is the first biologically similar adalimumab drug approved for marketing in China Before that, BioTek, Haizheng and Cinda were all competing for the first listing qualification of the world's "drug king" According to the insiders, from the previous inquiries of baiaotai and the meeting of Zejing biology, the regulators will pay special attention to the future profitability of unprofitable enterprises, as well as the disclosure of risk factors, in addition to the same concerns as other science and technology innovation board enterprises In addition to the science and technology innovation board, the Shanghai Stock Exchange, the growth enterprise board, and the small and medium-sized board also have 23 pharmaceutical enterprises, including Ganli pharmaceutical, Hainan huluwa Pharmaceutical Group, and Tianjin Tongrentang Group, to apply for IPO Initial applicant