By 2020, the market value of 22 pharmaceutical companies will exceed 100 billion yuan.

According to incomplete statistics of the industry, as of August 7, since 2020, A-shares and Hong Kong stocks broke through the market value of hundreds of billions of pharmaceutical stocks reached a new high, has reached 22, covering innovative drugs, medical devices, medical services, Traditional Chinese medicine, vaccines and other sub-sectors.
In this includes Hengrui Pharmaceuticals, Changchun Gaoxin, Pharmaceutical Mingkangde, Fosun Pharma and other familiar pharmaceutical stocks, but also a few new shares in 2020, such as Vantai Bio, Junshi Bio and a short break through the market value of hundreds of billions of Gan Li Pharmaceuticals."
among them, Hengrui Pharmaceuticals this year a foot into the 500 billion market value of the club.
closed on August 7, Hengrui Pharmaceuticals had a market capitalization of 482.971 billion yuan, which is higher than that of domestic and international pharmaceutical companies of the same type.
, however, as the market value of Hengrui Pharmaceuticals continues to grow, the market also questioned the market value of Hengrui Pharmaceuticals.
, some industry analysts believe that the value of pharmaceutical enterprises is mainly determined by their research and development capabilities.
Hengrui Pharmaceutical's research and development investment and innovative drug output capacity is still unique in China.
if the company's research and development advantages can be maintained in the future, and continue to have more competitive original research drugs on the market, then the market will also give Hengrui Pharmaceuticals higher expectations.
in addition to Hengrui Pharmaceuticals, mainly engaged in medical device research and development, manufacturing and other services of Myer Medical, the total market value has exceeded 410 billion yuan, the cumulative market value of pharmaceutical Mingkangde is also close to 300 billion yuan.
other on the new shares, Junshi Bio landed on July 15th, the first company to switch from the new three boards to the new three boards and listed on the Hong Kong Stock Exchange at the same time.
the day of the listing, Junshi Bio opened up as much as 250%, as of July 15 closed, up 172.43 percent, to 151 yuan / share, market value of 131.7 billion yuan.
Pharmaceuticals, Vantai Bio is also this year's landing in the A-share pharmaceutical enterprises.
One of the so-called "insulin in Maotai" ganli pharmaceutical industry on June 29 listed on the Shanghai Stock Exchange, in less than half a month to break through 100 billion, and replace Twain Dongbao to sit in the "insulin leader" position.
,000 Tai Bio landed on the Shanghai Stock Exchange on April 29 this year, with a market value of more than 100 billion yuan on July 14, amounting to 101.896 billion yuan.
, it is worth mentioning that the industry has questioned the market value of Gan Li Pharmaceuticals, Junshi Bio.
Although the number of patients in the diabetes field laid out by Ganli Pharmaceuticals is large, the sugar-lowering drug metformin has been included in the third batch of national harvesting, and insulin may become the next harvest target.
In addition, multinational pharmaceutical companies such as Sanofi, Noord and Lilly still dominate the diabetes market, and although Gan Li Pharmaceuticals has the highest market share, the gap between price, research and development, innovation and multinational pharmaceutical companies is not obvious.
As for Junshi Bio, some industry insiders pointed out that Although Junshi Bio is rich in research product line, a total of 21 products in research, but only one product was approved, its PD-1 antibody Triprima resistance was listed on December 17, 2018, becoming the first approved domestic anti-PD-1 monoant.
it is understood that in 2019, Triprima has contributed 774 million yuan in revenue to Junshi Bio.
At present, Triprim monotosis has carried out more than 30 clinical studies around the world, including 15 key registered clinical studies covering nasopharyngeal cancer, urinary tract skin cancer, lung cancer, stomach cancer, esophageal cancer, liver cancer, breast cancer, kidney cancer and other adaptive diseases, in the first half of this year in China submitted nasopharyngeal cancer and urinary tract skin cancer two new adaptation applications and was accepted.
but whether the future of Junshi Bio can rely on this PD-1 and 770 million revenue to support the market value of hundreds of billions of dollars, is the market's doubt.
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