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    Home > Active Ingredient News > Drugs Articles > Hengrui, Shiyao and other pharmaceutical enterprises are expected to catch fire in 2019 by the capital market!

    Hengrui, Shiyao and other pharmaceutical enterprises are expected to catch fire in 2019 by the capital market!

    • Last Update: 2018-11-26
    • Source: Internet
    • Author: User
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    At the end of the year, the major securities companies are busy formulating the market strategy for 2019 Some companies are favored by the major securities companies, such as Hengrui, Kelun pharmaceutical, Shiyao, Zhengda Tianqing In the past two to three years, there have been frequent reform policies in the pharmaceutical industry, especially since 2018 The general purpose is to ensure and improve the quality and efficacy of drugs, encourage and promote innovation, reduce drug prices, and achieve supply side reform Note: according to the public information of various ministries and commissions, for reference, the first heavy-duty policy after the establishment of the newly established medical insurance bureau, namely "purchasing with volume", was officially released on November 14, which has far-reaching impact on the industry In the short term, it will put more pressure on the original research drugs or domestic mature varieties with large quantity, and it will be good for the domestic enterprises that have just been approved or not, But it can suppress the listed companies whose main products are high margin generic drugs; in the long run, it will optimize the domestic pharmaceutical market structure, guide the domestic pharmaceutical enterprises to gradually transform from generic drugs to innovative drugs, and benefit the enterprises with obvious advantages of innovative drugs Medical insurance negotiation has become a normal situation, and the introduction of new special drugs into medical insurance is conducive to the volume of innovative drugs The first 36 negotiation catalogues have been sold in the medical insurance for about one year According to the data of sample hospitals, the sales volume of most varieties has increased by more than 100%, which is very obvious to enter the medical insurance Due to the price reduction factor, the sales growth is far lower than the sales growth, but most varieties have increased significantly Hengrui Pharmaceutical Co., Ltd and Kanghong Pharmaceutical Co., Ltd have all entered into the market and achieved a substantial increase in sales The new version of the basic drug catalog was released, focusing on optimizing the drug structure to meet the needs of the grassroots market The adjustment of basic drugs is a major upgrade of drug use structure The selection of innovative drugs and high-priced drugs will be conducive to the penetration of high-end drugs into the grass-roots level, and improve the structural level of China's drug market as a whole Leading companies led by Hengrui pharmaceutical have a number of products selected, and the core products of Changchun hi tech, Beida pharmaceutical, Kanghong pharmaceutical, Lepu medical, guangyuyuan and other enterprises have been selected successfully These pharmaceutical companies are favored by the capital market, and will catch fire in 2019! The number of application for innovative drugs represents the potential position of the enterprise in the innovative drug market in the future Among them, many securities companies are optimistic about the market of Hengrui pharmaceutical, Zhengda Tianqing (China biopharmaceutical), Shiyao group, Kelun pharmaceutical and other enterprises in 2019, mainly based on their excellent R & D capabilities, with a number of 1-3 new drugs under research In addition, to achieve profitability, a strong sales ability is also an essential factor Note: the data and information are from the pharmaceutical intelligence network for reference The innovation of Hengrui pharmaceutical and Hengrui pharmaceutical has made a significant breakthrough, and the enterprise development has entered a new rapid development lane The main basis is as follows: ① The absolute leading enterprise of domestic innovative drugs is far ahead in the number of R & D and approved innovative drugs in China; ② the most thorough innovation transformation, the most abundant innovation achievements, and the increasingly low dependence on the generic drug business in the future are the targets least affected by the price reduction trend of generic drugs; ③ the rapid growth of performance, the approval of 19K, pyrrolidine, PD-1 and other heavy innovative products will strongly promote the public The company has entered a new growth cycle Source: CSCO, Shenwan Hongyuan research ※ Zhengda Tianqing (China biopharmaceutical) is the pharmaceutical leader of the combination of imitation and innovation in China, with strong R & D strength and sales network Zhengda Tianqing and its parent company, China biopharmaceutical and its holding company, are the leading comprehensive pharmaceutical enterprises in China, which have both innovation and imitation, R & D and sales of two-wheel drive They are in the leading position in many treatment fields, such as liver disease, tumor, cardio cerebrovascular, analgesia, orthopedics, respiration, etc At present, the company has more than 12000 sales personnel, more than 2000 R & D personnel, and 33 products with annual sales of over 100 million The company has accumulated 478 in-process products with clinical approval documents, ongoing clinical trials and application for production, including 16 new drugs of category 1.1 and 8 biological drugs The company's cumulative R & D investment in the past five and three years is the first listed pharmaceutical enterprise in China Zhengda Tianqing and its parent company also benefit from its strong sales ability and fast volume of new products The sales network is all over the country The company has more than 12000 professional academic promotion personnel, covering more than 90% of the national hospitals The company's sales of several new products quickly exceeded 100 million after they went on the market Among them, the first year sales volume of the more classic Ru run Zhong (entecavir) in 2010 was 145 million Hong Kong dollars, which had reached 3.168 billion yuan in 2017; the sales volume of azoospirin (esmeralazole sodium) injection was listed in 2016, which rapidly reached 469 million yuan in 2017; the sales volume of arotinib was 130 million yuan on the first day of listing Tianding (entecavir maleate) tablet, Shoufu (capecitabine) tablet, qingweike (dixitabine for injection) tablet and gliclazide (imatinib mesylate) tablet are all on the market in recent years, and they are in rapid release at present Note: according to the company's financial report, the market share of liver disease is about 1 / 4, and the market share of postoperative analgesic drugs is more than 2 / 3 In 2017, the company spent 5.918 billion yuan on sales expenses, accounting for nearly 40% of its revenue The innovative drugs of Sinopharm group maintained a strong growth Innovative drugs maintain a high growth rate, with the proportion of revenue reaching nearly 50% In the first three quarters of 2018, the company's innovative medicine business achieved sales revenue of HK $7.543 billion, up 62.1% year on year Among them, the sales revenue of cardiovascular and cerebrovascular business reached 6 billion Hong Kong dollars, up 52.3% year on year, and that of tumor business reached 1.543 billion Hong Kong dollars, up 116.4% year on year The proportion of innovative medicine business in the company's revenue was further increased to 47.6% Note: according to the company's financial report, the product R & D Progress of the reference enterprise is smooth and the prospect is broad The company continues to increase the investment in product research and development At present, it is developing more than 200 new products, mainly focusing on cardiovascular and cerebrovascular diseases, metabolic diseases (such as diabetes), anti-tumor, psychiatric and anti infection fields Among them, there are 25 new target macromolecular biological drugs, cell immunotherapy and stem cells, 30 new small molecule drugs and 55 new protochemical drugs (now newly classified into 3 or 4 categories) The harvest period is expected to start in 2019-2020 * Kelun pharmaceutical has made full efforts in three wheel drive, and its performance has grown in 2018 In the first three quarters of 2018, the company recorded an operating revenue of 12.2 billion, a substantial increase of more than 50%; and realized a net profit of more than 1 billion yuan, a year-on-year increase of 1.6 times In the next few years, especially 2019, rapid growth will continue for the following reasons: ① The production capacity of the large infusion industry has been cleared, the packaging materials have been upgraded and the product price has been raised, which is expected to maintain a growth rate of more than 15%; ② with the development of the whole industry chain of antibiotics, CHUANNING environmental protection has solved the problem of full production + price rise of core products, which is expected to contribute 0.7-800 billion yuan of net profit in 2019; ③ with the innovation and R & D entering the harvest period, more than 10 generic drugs will be listed every year from 2018, of which nearly half are the first heavy-duty generic products, 2019-2020 Innovative drugs are expected to start listing and promote the rapid improvement of enterprise performance.
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