Biomedicine is valued by investors. Three pharmaceutical enterprises have been investigated by one institution for more than 4 times

[industry trends of pharmaceutical network] according to incomplete statistics of chioce data of Dongfang wealth, in the past month from November 6 to December 6, financial institutional investors investigated 4441 listed companies, and 339 listed companies were investigated As a major investor in A-share market, insurance capital has investigated 112 listed companies, including 21 pharmaceutical and biological enterprises, which shows that biomedical industry has become one of the focuses of investors It is understood that in this survey, Ganfeng lithium, Jiuzhou pharmaceutical, Puluo pharmaceutical, Sanquan food and Xianju pharmaceutical have attracted more than four times of attention Next, we will focus on Jiuzhou pharmaceutical, Puluo pharmaceutical and Xianju pharmaceutical Jiuzhou Pharmaceutical Co., Ltd Jiuzhou Pharmaceutical Co., Ltd has become a large number of stocks of research institutions in the past week Data shows that 76 institutions surveyed the company on November 29, including 29 fund companies, 9 securities companies and 9 private placements In the survey minutes, the organization asked about the specific situation of the acquisition of Suzhou Novartis The company said that on the one hand, according to the company's strategic planning and capacity demand, the company will vigorously develop cdmo business In another 1-2 years, the existing Zhejiang Ruibo cdmo plant area will develop, and the capacity utilization will reach the upper limit There is an urgent need for new capacity, and extended acquisition is a fast and effective way; On the other hand, it is the need for Novartis to adjust its global strategy They need to sell Novartis Suzhou Moreover, Jiuzhou pharmaceutical has been cooperating with Novartis for nearly 30 years Novartis has recognized and assured the quality system and EHS system construction of Jiuzhou pharmaceutical At the same time, Jiuzhou pharmaceutical is a strategic supplier in Novartis' global supply chain, so the two sides have successfully reached this transaction
Data shows that in the first three quarters of 2019, the operating revenue of Jiuzhou Pharmaceutical Co., Ltd was 1.358 billion yuan, up 7.04% on a year-on-year basis, and the net profit attributable to the parent and deduction was 136 / 143 million yuan, up 43.21% / 18.12% on a year-on-year basis; the operating revenue of Q3 was 500 million yuan, up 43.25% on a year-on-year basis, and the net profit attributable to the parent and deduction was 33 million / 51 million yuan, up 453.11% / 152.81% on a year-on-year basis, which was brought by the recognition of the single quarter revenue The high-speed growth of performance is in line with expectations, and it is expected that the centralized delivery in the fourth quarter will bring further high growth In terms of the number of research institutions, PLO pharmaceutical is also one of the listed companies concerned As a leading domestic API company, the recent research conference held by pulo pharmaceutical attracted the attention of 66 organizations According to the third quarter report of 2019, the first three quarters of Puluo Pharmaceutical Co., Ltd achieved operating revenue of 5.415 billion yuan, net profit of 432 million yuan and net profit of 427 million yuan, with growth rates of 15.99%, 57.87% and 77.00% respectively, maintaining high growth In the first half of 2019, the company's intermediates and APIs business contributed 2.935 billion yuan of operating revenue, accounting for 82.69% of the total revenue during that period Sufficient cash flow supports the company to increase R & D investment and promote the development of cdmo and preparation business During the investigation, the company said that veterinary medicine is an important development direction of cdmo in the next few years At present, the company's veterinary medicine accounts for more than 40% of the cdmo sales, and is expected to account for more than 50% next year The whole cdmo business will maintain a rapid and sustained growth in the next few years Although Xianju pharmaceutical has been adjusted recently, it is still concerned by the market On November 28, the number of institutions participating in the unit's research reached 105 In the investigation, Xianju pharmaceutical said: up to now, three products including rocuronium injection, finasteride tablets and misoprostol tablets have obtained the acceptance notice of consistency evaluation issued by the State Drug Administration There are 30 varieties (51 specifications) of the company that have entered the national medical insurance catalogue (2019 version), including 10 of class A (13 specifications) and 20 of class B (38 specifications) At present, there are progesterone gel in the main products of the Department of gynaecology In the field of anesthetic muscle relaxation, 1.1 kinds of new drugs, ormetripine sodium, have been completed in phase IIa The phase I of IIb has been completed, and now it has entered the stage of statistical analysis The R & D platform for consistency assessment has been successfully launched, and the R & D platform for respiratory department is in the early stage of construction
At present, the company has ushered in a new development point On the one hand, the company's high-profit pharmaceutical products have a certain volume, and are in a rapid development period Anesthesia, respiratory and skin products are still expected to maintain high-speed growth in the next few years; on the other hand, from the Perspective of policy trends, the industrial position of APIs in the pharmaceutical industry will be higher and higher At present, the company is in steroids There is no doubt that the leading position of the industry in the field of raw materials, even at the international leading level, has obvious competitive advantages and established turning points The next few years will be a new stage for the rapid development of the company.