Global TOP20 pharmaceutical company Q2 market value increased by 10.2%! The pharmaceutical industry took the lead in the post-epidemic era.

Text . . . Since the beginning of this year, the global economic slowdown caused by the outbreak of neo-crown pneumonia has affected all walks of life to varying degrees, and the pharmaceutical industry is no exception.
On the one hand, the rapid outbreak of demand in the field of anti-epidemic in the first half of the year led to a hot pharmaceutical capital market and a booming biopharmaceutical IPO, on the other hand, most enterprises affected by the outbreak saw their revenues decline, but at the same time, many enterprises also ushered in their own development opportunities.
global TOP20 innovative pharmaceutical company Q2 market capitalization increased by 10.2%, data analysis and consulting firm GlobalData released the second quarter of 2020 TOP20 innovation pharmaceutical company market capitalization ranking and change data.
the total market capitalisation of the world's top 20 drug companies rose 10.2 per cent to about $2.8 trillion compared with the first quarter of this year, a marked rebound from a 7.9 per cent decline in the first quarter.
: GlabalData ranks consistent with the first quarter, with 10 companies on the list growing by more than 10 per cent in market capitalisation.
's market capitalisation rose 7.2% month-on-month in the second quarter, maintaining its first growth.
2020 Q2 results, global revenue was $18.336 billion, down 10.8 percent from a year earlier, and net profit was $3,626 million, down 35.3 percent from a year earlier.
note that of all of Johnson and Johnson's businesses, only the pharmaceutical business, Janssen, grew 2.1 per cent year-on-year, excluding acquisitions and divestitures, up 3.9 per cent year-on-year.
in addition to cardiovascular/metabolic products, immunological products, infectious disease products, neuroscience products, pulse arterial hypertension products are the key to the continued growth of Johnson and Johnson Pharmaceuticals business.
AbbVie rose to sixth place with a market capitalisation of more than $60 billion (up 53.8 per cent) in the second quarter, thanks largely to the acquisition of Allergan and the expansion of its product pipeline. madeleine Roche, an analyst at GlobalData, said:
The acquisition of Allergan has diversified AbbVie's portfolio and increased its market share in the immune and neurological sectors.
" Bayer and Vertex grew by more than 20% in the second quarter.
Bayer's shares rose in the second quarter as it settles a series of lawsuits it took over over its 2018 acquisition of Monsanto.
Vertex market capitalization continued its upward trend in the second quarter, mainly due to its dominant position in cystic fibrosis (CF) therapy.
and Takeda Pharmaceuticals are new to the TOP20 list, with market capitalization growth of 18.7% and 16.6% in the second quarter, respectively.
first three potential tumor drug candidates and clinical trial collaborations helped drive market value growth in the second quarter.
strong performance from Takeda Pharmaceuticals was due to increased sales of the rare disease drug Takadelumab and the anti-tumor drug Ninlaro.
, unlike domestic conditions, overseas epidemics intensified in the second quarter and multinational drug companies remained sluggish, but most companies observed a pick-up at the end of June as the U.S. forced early resumption of work.
capital markets were the expected response, with Q2 valuations repaired, share prices rising and returning to pre-epidemic levels, with new crown drug/vaccine-related companies such as Regeneron, AstraZenecon and Lilly leading the gains.
Domestic pharmaceutical industry: revenue growth slowed, Q2 rebounded significantly according to the National Bureau of Statistics, Q1 pharmaceutical manufacturing industry revenue growth rate of -8.90% in 2020, total profit growth rate of -15.70%, april began to show an inflection point, the first half of the overall revenue growth rate of 2.10%, profit growth - 2.3%, Q2 improvement is very obvious.
according to the securities company research report, it is not difficult to see the first half of the pharmaceutical industry sector as a whole beat the market.
the new crown outbreak has caused a certain negative impact on the pharmaceutical industry, but compared with other industries horizontally, the impact of the epidemic on the pharmaceutical industry is still relatively small, and Q2 revenue growth turned positive, net profit achieved a substantial increase year-on-year.
month-on-month, Q2 performance showed a marked improvement, indicating a marked rebound in domestic demand for medical services.
sectors have benefited from this outbreak? The impact of the outbreak on the pharmaceutical sub-sector varies, coupled with the policy impact, some enterprises revenue decline, but also ushered in new development opportunities.
chemicals were affected by the overall outbreak, the number of visits declined, resulting in a decline in overall sales, and the volume of procurement policies also compressed the profit margins of the preparations.
chinese medicine sector, due to policy pressure is still more obvious, the first half of the performance differentiation is more obvious.
Bio-products sector, vaccine companies contributed to the biopharmaceutical sector in the first half of the non-return home net profit growth, due to the vaccine enterprises affected by the new crown epidemic is small, the first half of some vaccine companies issued a significant increase year-on-year, resulting in a significant increase in performance.
the medical device industry, which has surged this year.
rapid growth in demand due to the outbreak of the new crown has resulted in an explosion in the performance of medical device companies.
but how long will this growth last when the vaccine is under control? In addition, indirectly benefiting from the global epidemic, performance growth accelerated by the CXO industry, due to the long-term high level of overseas outbreaks, a large number of overseas orders transferred to the domestic, corporate performance growth accelerated.
so we can conclude that there are no eggs under the nest, the pharmaceutical industry has not benefited from the outbreak, but the overall performance has declined.
But the impact of the epidemic on the pharmaceutical industry is much smaller than other industries, although the first quarter of the pharmaceutical industry overall decline, but the second quarter of domestic pharmaceutical companies performance significantly rebounded, multinational pharmaceutical companies also began to pick up at the end of June, the second half of the industry as a whole is expected to return to normal growth track.
Reference 1. Top 20 global innovative pharmaceutical companies by MCap saw 10.2% rise in MCap in Q2 2020, say GlobalData2.