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    Home > Medical News > Latest Medical News > In 2023, the pharmaceutical industry policy eased and stabilized, and it is recommended to focus on these three areas

    In 2023, the pharmaceutical industry policy eased and stabilized, and it is recommended to focus on these three areas

    • Last Update: 2023-02-03
    • Source: Internet
    • Author: User
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    The institution believes that in 2023, the pharmaceutical industry policy will ease and stabilize, and the demand will improve and differentiate
    It is recommended to pay attention to traditional Chinese medicine, pharmaceutical hard technology, innovative drugs, etc

    Traditional Chinese medicine: policy support, perfect incentives, epidemic prevention catalytic superposition performance low base, good performance in 2023, valuation is cost-effective
    Focus on Darentang, Kangyuan Pharmaceutical, Jianmin Group, Xintian Pharmaceutical, etc.
    , which are expected to maintain high growth in 23 years, and Dong'e Ejiao and Tongrentang, which are the targets of state-owned enterprise restructuring; Release related Yiling Pharmaceutical, Kangyuan Pharmaceutical, Taiji Group, etc

    Taking Darentang as an example, the company's strategic path is clear, and the nationwide expansion of fast-acting is carried out
    in an orderly manner.
    2022 is the first year of the mixed reform of the company's controlling shareholders, the company's strategic path is clear, the relationship between brands, products and channels has been basically straightened out, and the process of sorting out and structural adjustment is underway, and the new deployment is conducive to giving greater play to the company's resource advantages

    Among them, at the brand level, the "Darentang" brand matrix is used for high-quality construction; At the product level, the company has many variety resources, and the "three cores and nine wings" strategy effectively sorts out the product line by dividing three core sectors and nine supporting sectors, and gives full play to synergy in channels
    At this stage, the reform of cardiovascular and cerebrovascular product lines has begun, and the nationwide expansion of fast-acting is carried out in an orderly manner
    Some institutions predict that the company's EPS in 2022-2024 is expected to be 1.
    13, 1.
    40 and 1.
    76 yuan, corresponding to PE of 25 times, 20 times and 16 times, respectively, maintaining a target price of 42 yuan

    Data show that in 2022Q1-3 Darentang achieved revenue of 5.
    563 billion yuan, a year-on-year increase of 3.
    94%; The net profit attributable to the parent was 729 million yuan, a year-on-year increase of 10.
    Among them, in 2022Q3, the company achieved revenue of 1.
    788 billion yuan, a year-on-year increase of 4.
    47%; The net profit attributable to the parent was 260 million yuan, a year-on-year increase of 30.

    Pharmaceutical hard technology: In the short term, the increase in special bonds + discounted interest loans will drive the medical equipment market, and in the long term, the medical hard technology will go overseas
    Recommend Mindray Medical, United Imaging Technology, Kai Medical, Haitai Xinguang, etc.
    ; Among the consumables, cardiovascular consumables just need and electrophysiology have recently completed the alliance centralized procurement and domestic winning bids are good, focusing on cardiac pulse medical, Huitai medical, minimally invasive electrophysiology, Nanwei medical IVD consumables, etc

    For example, Mindray Medical said that the new hospital renovation and expansion projects brought about by the new medical infrastructure will continue to bring positive contributions.
    The relevant policies on the use of subsidized interest loans to purchase medical equipment have been implemented rapidly, and the funds for the procurement of conventional equipment by medical institutions at all levels have been strongly supported; Although the domestic epidemic is still ongoing, the negative impact on regular business has improved
    On the whole, the company's domestic market will maintain a high growth trend
    next year.

    According to the data, Mindray's revenue reached 25.
    3 billion yuan in 2021.

    In the first three quarters of this year, Mindray achieved an operating income of 23.
    296 billion yuan, a year-on-year increase of 20.
    The net profit attributable to the parent was 8.
    102 billion yuan, a year-on-year increase of 21.

    According to the data, Mindray can provide complete ICU product solutions, and the main products involved in ICU departments, such as monitors, ventilators, infusion pumps, defibrillators, suspension bridges, POC ultrasound, etc.
    , have strong product competitiveness
    At the same time, the company launched Ruizhilian IT solution, through Ruizhilian IT solution, it is of great significance
    to realize remote diagnosis and treatment of critical care doctors 。 Mindray said that with the breakthrough of key core technologies, Mindray has basically completed the transformation from a follower to a challenger, and began to lead the research and development direction of next-generation products, exploring the technology no-man's land.
    It is reported that under the independent R&D model, Mindray has established an R&D and innovation platform based on global resource allocation, with ten R&D centers distributed in Shenzhen, Wuhan, Nanjing, Beijing, Xi'an, Chengdu, Silicon Valley, New Jersey, Seattle and Europe

    Innovative drugs: In recent years, the development of the innovative drug industry has continued, the supply of high-quality has continued to increase, and the company's domestic business + overseas business has continuously achieved breakthroughs
    The industry said that for the development of innovative drugs in 2023, it is recommended that Betta Pharmaceutical, Kelun Pharmaceutical, Microchip Biotechnology, Wantai Biotechnology, Zhifei Biotechnology, Renfu Pharmaceutical, Enhua Pharmaceutical, etc
    are recommended.

    Taking Betta Pharmaceutical as an example, the industry said that in the surging wave of pharmaceutical innovation in China for more than 20 years, Betta Pharmaceutical has characteristics and pivotal roles, and has created many miracles: such as the small molecule targeted anticancer drug Eclitinib (Kemena) with independent intellectual property rights, breaking the monopoly of imported drugs; Domestic class 1 new drug ensartinib (Bemena) for the treatment of ALK mutation advanced non-small cell lung cancer.
    While bringing innovative drugs to patients, Betta Pharma takes the initiative to actively carry out public welfare activities such as free drug donation, epidemic prevention and control, and poverty alleviation, adheres to the connection between innovation and clinical needs, development and social responsibility, and integrates knowledge and action

    Recently, in response to investors' questions, Betta Pharma said that in 2022, the company's listed product Bemena (ensartinib) was approved for first-line indications, and clinical trials for its postoperative adjuvant indications were approved for launch; Befacitinib capsules obtained the summary report of phase II.
    clinical trial, and the results showed that the median PFS of the first-line treatment of befacitinib evaluated by IRC was as long as 22.
    1 months, with advantageous efficacy and controllable safety; the NDA application for voronib tablets was accepted, and the review and approval work was carried out normally; the self-developed new drug BPI-16350 entered the phase III clinical study; the clinical trial application of BPI-442096 project in China and the United States was approved; BPI-371153, The domestic clinical trial applications of BPI-460372 project have been approved
    In general, the research and development of the company's innovative products is progressing in an orderly manner
    At the same time, the company invested in Shimai Pharmaceutical, Heyuan Biotechnology and Fucheng Biotechnology to broaden its market reach, keep up with cutting-edge technologies, and enrich the industrial layout

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